Senior Retirement Plans Strategist
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Retirement Specialist to assist in managing both qualified and non-qualified retirement plans. Responsibilities include coordinating regulatory reports, providing employee support regarding retirement benefits, and ensuring compliance with applicable laws. Ideal candidates will have a degree in Finance or Business, strong analytical skills, and proficiency in Microsoft Office. This role is office-based in Cincinnati, Ohio. #J-18808-Ljbffr Western & Southern Financial Group
$140k - $160k
...Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial... ...oriented Senior Financial Planning Strategist to join our High Net Worth Planning... ...insurance, and qualified and non-qualified retirement plans. Conduct necessary...SeniorRetirementFull timeFor contractorsWork at officeRemote work- Osaic is seeking a Senior Financial Planning Strategist for its High Net Worth Planning Services team. The role focuses on estate planning, business planning, and tax planning, translating complex strategies for financial advisors and their clients. The successful candidate...SeniorRemote jobWork at office
- Osaic is seeking a technically skilled Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role focuses on estate planning, business planning, and tax planning strategies, translating complex concepts into actionable recommendations...SeniorWork at office
- A financial services corporation is seeking a Senior Retirement Plan Consultant to represent the organization in sales and marketing. This role involves setting up appointments with Plan Sponsors, cross-selling retirement products, and attending client meetings. The ideal...SeniorRetirementRemote job
- ...established professional services firm is looking for a Remote Senior Tax Accountant to prepare tax returns and provide... ..., and offers opportunities for growth in financial planning areas such as estate and retirement planning. The ideal candidate will have a Bachelor’s...SeniorRetirementRemote job
- H&R Block, Inc. is seeking an experienced Tax Accountant to apply accounting principles and tax expertise to analyze financial information, prepare tax statements and returns, and support audits. You will mentor peers, drive improvements, and ensure compliance with laws...Senior
$80k - $120k
...Senior Retirement Plan Consultant Mutual of America Financial Group Job Title: Senior Retirement Plan Consultant Location: Remote - Indiana / Kentucky Who We Are: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial...SeniorRetirementRemote work- ## Senior Implementation Project Manager - Stock Plan ServicesApplylocations: Covington, KYtime type: Full timeposted on: Posted Todayjob requisition id: 2... ...numerous state laws governing securities, investment and retirement-related financial activities and the rules and...SeniorRetirementFull timeShift work
- About the RoleAs a Senior Tax Strategist - Small Business and Tax you will apply principles of accounting to analyze financial information and... ...company tax procedures Develop and implement strategic tax planning for all necessary federal and state taxes Manage members of...SeniorWork experience placementLocal area
- H&R Block is seeking a Senior Tax Strategist - Small Business and Tax to analyze financial information and prepare tax statements for businesses... ...value for clients. The role focuses on strategic planning, regulatory awareness, and collaboration with management to...Senior
- LSI Industries Inc. in Blue Ash, Ohio, is seeking a Senior Benefits Specialist to lead the administration of medical, dental, vision,... ...partner with brokers and carriers, drive Open Enrollment from planning to post‑enrollment audits, ensure ERISA/ACA/HIPAA compliance, and...Senior
- ...develop resolution strategies on classified loans and minimize losses in the business banking portfolio. You will analyze financial plans, negotiate collections, and may oversee litigation, liquidation, or charge-offs. The role requires collaboration with loan officers...SeniorRemote job
- ...of various types of agreements with Fidelity’s largest plan sponsor clients. The Senior Contracts Manager works with Sales, Relationship Management... ...state laws governing securities, investment and retirement-related financial activities and the rules and regulations...SeniorRetirementFull time
- ..., and preparation for conversations with Plan Sponsors, legal counsel, and internal business... ...solutions to test failures The Team The Senior Compliance Advisor (SCA) role resides in... ...governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull time
- ...sponsorship for this position.The RoleThe Senior Manager, Workforce Strategy plays a... ...analytics, forecasting, and strategic workforce planning. Reporting to the VP, Workforce Strategy... ...governing securities, investment and retirement-related financial activities and the...SeniorRetirementFull time
- ...Job Overview A law firm seeks a Senior Discovery Attorney to join their Business Litigation team in Cincinnati, OH. The ideal... ...for ESI protocols. Benefits Comprehensive health insurance. Retirement savings plan. Professional development opportunities. #J-18808-Ljbffr...SeniorRetirement
$75k - $80k
...) -Finance Job Summary Job Title: Senior Accountant Location: Cincinnati, OH... ...00 Job Type: Full Time Benefits: Retirement, Healthcare, Paid Holiday, PTO, etc. Why... ...properties Makes recommendations and creates plans to improve internal controls when...SeniorRetirementFull time- ...this positionThe RoleIn this role, you’ll help Fidelity’s Stock Plan Services (SPS) participants better understand and navigate... ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous...SeniorRetirementFull time
- ...regulated industries. Key responsibilities include leading a high-performing engineering team, optimizing processes, and contributing to business development. Offers a competitive compensation package, including healthcare and a retirement plan. #J-18808-Ljbffr Loar GroupSeniorRetirement
- ...helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customersFidelity’s... ...ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous...SeniorRetirementFull time
- ...coordinate with Fidelity teams, and act as trusted advisor to plan sponsors and advisors. ~35% travel is required and the role demands... ..., strategic guidance, and proactive issue resolution to optimize retirement plan services. #J-18808-Ljbffr Fidelity InvestmentsSeniorRetirement
- ...prepare detailed reports, and may provide expert testimony. Candidates should have a B.S. in Civil Engineering, relevant licensure, and 2-10+ years of experience. Benefits include health care, retirement plans, and paid time off. #J-18808-Ljbffr Rimkus Consulting GroupSeniorRetirement
- Episcopal Retirement Services in Cincinnati, OH seeks a Director of Accounting to lead the organization’s accounting functions and support financial planning in collaboration with the CFO. The role emphasizes governance, controls, and team leadership within a nonprofit...SeniorRetirement
- A leading engineering firm is seeking an entrepreneurial Senior Project Manager in Cincinnati, OH, to lead their Land Development... ...development skills. The role offers extensive benefits including a competitive retirement plan and health coverage. #J-18808-Ljbffr Kimley-HornSeniorRetirement
- ...Senior Electrical EngineerA reputable, multi-disciplinary Civil Engineering firm is looking... ...hard to ensure that their projects are planned, designed & managed to meet not only... ...CompensationMedical, dental, and vision insurance401(k) retirement and profit-sharing planFlexible schedule...SeniorRetirementRemote work
- Job Description We are looking for a Senior Financial Analyst to work for our client. The... ...Financial Analyst to support financial planning, reporting, and business performance... ...potential Comprehensive healthcare and retirement benefits Career growth within a stable...SeniorRetirement
- ...opportunity to build deep expertise in stock plan operations while helping drive strategic... ...Investing is seeking a highly motivated Senior Analyst, Stock Services to join our... ...laws governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull time
- A premier retirement community in Cincinnati is seeking a Licensed Practical Nurse to provide nursing services... ...license, CPR certification, and experience in senior care. Responsibilities include medication administration, care plan development, and emergency response. This part...SeniorRetirementPart time
- ...at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and necessary licenses. The position offers a competitive salary and extensive benefits including healthcare, retirement plans, and wellness programs. #J-18808-Ljbffr AumniSeniorRetirement
$128k - $252.5k
...agility and long-term value through technology. Deloitte is seeking a Senior Consultant to join Tech Strategy to assist in designing... ...participate in setting engagement objectives and scope; develop work plans for components of engagements, coordinate activities between...SeniorContract workLocal areaVisa sponsorship
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