Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Planner: Life Planning & Client Strategy

Truepoint Wealth Counsel

Truepoint Wealth Counsel, LLC is seeking a Financial Planner in Cincinnati, Ohio. This role involves providing expert financial planning analysis, collaborating with clients to deliver actionable advice, and contributing to team initiatives. The ideal candidate has 3+ years of relevant experience and a strong academic background. This position promotes a client-centric and collaborative environment, with opportunities for professional growth and development in a hybrid work setting. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner: Life Planning & Client Strategy in Cincinnati, OH vacancy
  •  ...Truepoint Wealth Counsel, LLC is seeking a Family Office Financial Planner in Cincinnati, Ohio. The role involves delivering expert financial planning analysis to family office clients, collaborating with wealth advisors, and leading special projects. Candidates should... 
    Senior
    Work at office
    Remote work

    Truepoint Wealth Counsel

    Cincinnati, OH
    7 hours ago
  •  ...services. You will build lasting relationships with clients and provide tailored financial strategies to meet their objectives. The ideal candidate holds a...  ...financial services. This full-time role emphasizes work-life balance and offers competitive salary and benefits.... 
    Suggested
    Full time

    HUB I HORAN

    Cincinnati, OH
    1 day ago
  • $87.4k - $253k

    Technology Strategy Manager/Sr. Manager, Products Industry...  ...Our mission is to help client business executives...  ...for collaborating with senior executives. You love continual...  ...effectively including planning/structuring analytical...  ...if: Experience in the Life Sciences or Industrials... 
    Senior
    Live in
    Work at office
    Local area

    Accenture

    Cincinnati, OH
    2 days ago
  • A financial services provider is seeking a Wealth Planner to deliver high-quality financial planning for clients with a net worth of $1-10M. This role includes leading financial engagements, conducting discovery conversations, and developing customized financial plans.... 
    Senior
    Remote job
    Work at office
    Flexible hours

    Huntington National Bank

    Cincinnati, OH
    1 day ago
  • $176.7k - $238.55k

     ...& Saatchi X partners with our clients to create dynamic solutions rooted...  ...It's simply what happens when strategy, creative, and execution...  ...relationships with key decision makers Plan and deliver macro business...  ...in your future and work/life balance Tuition Assistance... 
    Senior
    Temporary work
    Freelance
    Work at office
    Local area
    Flexible hours
    3 days per week

    Publicis Groupe Holdings B.V

    Cincinnati, OH
    4 days ago
  •  ...Senior Associate Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves...  ...planning innovation and client experience. This is...  ...of mind and live life well. The team...  ...take control of their financial lives, live their values... 
    Senior
    Work at office

    Aspiriant LLC

    Cincinnati, OH
    4 days ago
  •  ...HFA Financial Advisor Senior - Branch The HFA Financial Advisor Senior - Branch...  ...branch staff to uncover client needs and offer most appropriate...  ...a comprehensive financial planning approach that incorporates all...  ...Series 7, 63, 65/66 and Life and Health Licenses Preferred... 
    Senior
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Cincinnati, OH
    17 hours ago
  • $48k - $100k

    A leading financial services company is looking for a Financial Advisor in Cincinnati, Ohio. You will deliver comprehensive financial planning and wealth strategies while building and maintaining client relationships. This role requires FINRA Series 7 & 66 registrations... 
    Senior

    Bank of America

    Cincinnati, OH
    1 day ago
  •  ...Financial Planner Job Profile The Financial Planner works...  ...directly with our clients and is responsible for...  ...development of financial planning analysis and...  ...accumulation and transfer strategies, college funding analysis...  ...etc. Incorporate Life Planning philosophy... 
    Contract work
    Work at office

    Truepoint Wealth Counsel

    Cincinnati, OH
    17 hours ago
  • $76k - $125.3k

     ...technically demanding tax planning and compliance...  ...contact for a wide range of clients and colleagues. This...  ...effective tax planning strategies and translate complex...  ...by significant tax or financial planning experience Progression...  ...to challenge senior colleagues and... 
    Senior
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Cincinnati, OH
    4 days ago
  • A leading financial institution in Newport, KY, is seeking a Client Relationship Consultant 3 to build strong relationships with customers. You will engage clients through multiple channels and provide tailored banking solutions while educating them on available products... 
    Senior
    Full time

    U.S. Bank

    Newport, KY
    3 days ago
  • $105.4k - $207.8k

     ...Senior Consultant, M&A Team Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational...  ...challenges, avoid financial pitfalls, and implement practical...  ..., and implementation plans aligned to client objectives... 
    Senior
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    2 days ago
  •  ...based compensation plan. The candidate...  ...to obtain their life and health certification...  ...'ve been helping clients achieve financial security for over...  ...and development strategies you need to be...  .... Our Financial Planners are valued partners...  ...pay types: Seniority level Seniority level... 
    Full time
    Contract work
    Work experience placement
    Internship
    Work at office
    Monday to Friday

    Northwestern Mutual

    Cincinnati, OH
    2 days ago
  • First Financial Bank is seeking a Wealth Advisor to serve as the primary point of contact for Wealth clients. This role involves maintaining existing relationships and developing new...  ...with structuring investment management strategies based on clients' financial situations.... 

    First Financial Bank

    Cincinnati, OH
    2 days ago
  • A financial services firm is seeking a Wealth Advisor to manage and develop client relationships. The role involves selecting investment strategies tailored to client goals and delivering annual investment...  .... Proficiency in financial planning software and a solid... 

    Kable Workforce Solutions

    Cincinnati, OH
    3 days ago
  •  ...join its U.S. Private Bank. This role involves managing client relationships, providing expert financial advice, and generating new business. Candidates...  ...salary and extensive benefits including healthcare, retirement plans, and wellness programs. #J-18808-Ljbffr Aumni
    Senior

    Aumni

    Cincinnati, OH
    17 hours ago
  • Job Title Senior Financial Advisor (RIA) - Bring Your Book | Lexington, KY...  ...English required What the Client Offers Revenue-based compensation...  ...comprehensive financial planning to high-net-worth and ultra-...  ...-term relationships, tax strategy, and multi-generational planning... 
    Senior
    Full time
    Work at office

    Inner Circle Agency Inc.

    Cincinnati, OH
    17 hours ago
  • $127k - $189k

     ...advisors who work together to solve clients' immediate digital needs and...  ...projects in the areas of EBA strategy and implementation, in...  ...of ERP (Enterprise Resource Planning), CRM (Customer Relationship...  ...entry level consultants and senior consultants Qualifications... 
    Senior
    Work at office
    Immediate start

    BDO USA

    Cincinnati, OH
    4 days ago
  •  ...Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory...  ...Risk & Forensic team helps client leaders translate multifaceted...  ...to risk mitigation strategies for client projects Stay...  ...on project execution, work planning, and deliverable management... 
    Senior
    Work at office
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    17 hours ago
  • $140.7k - $209.33k

     .... We’re looking for a Senior Sales Manager for our...  ...management team, including planning, coaching, recruiting,...  ...expanding existing client relationships. Direct...  ...in establishing financial goals, objectives, and...  ...execute sales plans, goals, strategies, and objectives to... 
    Senior
    Full time
    Work experience placement

    Worldpay

    Cincinnati, OH
    2 days ago
  • $128k - $252k

     ...Senior Consultant In M&A Strategy & Governance Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational...  ...challenges, avoid financial pitfalls, and implement...  ...and separation planning, analysis, and execution... 
    Senior
    Visa sponsorship

    Deloitte

    Cincinnati, OH
    4 days ago
  •  ...Tax Senior Manager, Private Client Services The Tax Senior Manager,...  ...and wealth retention strategies, as well as taxation...  ...developments Identifies tax planning and consulting...  ...and BNA Tax Planner, preferred Experience...  ...understanding of financial planning concepts... 
    Senior
    Work at office

    BDO USA

    Cincinnati, OH
    2 days ago
  •  ...A national tax services company in Cincinnati is seeking a Senior Tax Strategist to manage and review tax return preparations, provide financial advice to clients, and lead the tax team to ensure compliance with regulations. Candidates should have at least 5 years of experience... 
    Senior

    H&R Block

    Cincinnati, OH
    7 hours ago
  •  ...A leading medical technology firm is seeking a Senior Advisor for Regulatory and Clinical Affairs to guide product strategies in the US market. The ideal candidate will have a Master's degree with a strong clinical foundation and at least 15 years of experience in an... 
    Senior
    Remote work

    ZEISS Meditec Inc.

    Wyoming, OH
    4 days ago
  •  ...us: This firm offers comprehensive financial planning and investment management services to...  ...businesses. We are committed to helping our clients achieve their financial goals through a...  ...a highly experienced and motivated Senior Financial Advisor to join our team. The... 
    Senior
    Local area
    Remote work
    Flexible hours

    Jobot

    Cincinnati, OH
    1 day ago
  • $75k - $125k

     ...responsible for consulting on investment and insurance strategies, developing financial plans for clients, and managing an investment and insurance book of...  ...Certifications FINRA Series 7 and Series 66 (or 63/65) required. Life and Health Insurance licensing required. Work... 
    Temporary work
    Work experience placement

    PNC Financial Services Group

    Cincinnati, OH
    7 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...financial planning practice from the...  ...your business and client base Develop and...  ...execute on a business strategy Call on...  ...State Licensing: Life, Accident, and Health...  ...student; juniors and seniors preferred Entrepreneurial... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cincinnati, OH
    3 days ago
  •  ...and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure...  ...clients' insurance needs and recommend appropriate life, disability, and other insurance products to... 
    Full time
    Part time
    Work at office

    HORAN Wealth

    Cincinnati, OH
    7 hours ago
  • $63.75k - $106.25k

     ...tailored advice and strategic planning designed to help clients achieve their savings,...  ...you to develop customized financial solutions that reflect each...  ...investment and insurance strategies, as well as the development...  ...66 (or 63,65) required. Life and Health Insurance required... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Cincinnati, OH
    2 days ago
  •  ...Company Overview: This is a client-focused financial services firm committed to...  ...comprehensive, holistic financial planning for individuals, families,...  ...comprehensive financial strategies. Qualifications Minimum of...  ...: CFP designation, Life & Health License, and Long-... 
    Remote work
    Flexible hours

    The Agency Recruiting

    Cincinnati, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner: Life Planning & Client Strategy. Be the first to apply!