Financial Advisor
The Misch Group
Financial Advisor Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team in Cincinnati. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Responsibilities: Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs. Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals. Build and maintain strong client relationships, fostering trust and long-term partnerships. Acquire and manage a book of business, expanding the firm's client base. Conduct thorough financial analyses and market research to identify investment opportunities. Ensure compliance with all regulatory requirements and ethical standards. Participate in business development activities, including networking and client acquisition. Stay up-to-date on industry trends, regulations, and product offerings. Qualifications: Minimum of 3-5 years of experience as a Financial Advisor. Active Series 65 or 66 license required. Active Health and Life Insurance licenses required. Established book of business highly preferred (no minimum book size requirement). Strong understanding of financial planning principles, investment strategies, and insurance products. Excellent communication, interpersonal, and presentation skills. Proven ability to build and maintain client relationships. Self-motivated, results-oriented, and able to work independently. Bachelor's degree in finance, economics, or a related field preferred. Proficient with financial planning software and CRM systems. Benefits: Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc. #J-18808-Ljbffr The Misch Group
- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...SuggestedImmediate start
MassMutual
Cincinnati, OH1 day ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at officeUnavailable
Cincinnati, OH4 days ago- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...SuggestedWork at officeFlexible hours
Bankers Life
Cincinnati, OH1 day ago - We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong...Suggested
- The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients...SuggestedFull timeWork at office
$45.5k
...impact, and fostering an environment where staff and faculty are key contributors to UC's success. Job Overview The Financial Aid Advisor I supports the administration of federal, state, and institutional financial aid programs by processing student financial...Hourly payWork experience placementInternshipWork at officeFlexible hoursUniversity of Cincinnati
Cincinnati, OH2 days ago- ...PA0137 Bridgeville, PA0224 Washington, PA0258 Bellevue, PA0273 Cranberry Township The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence...Work experience placementWork at office
LE001 Northwest Bank
Bellevue, KY4 days ago - About the job Financial Services Advisor Entry-Level to Experienced | Training Provided Chicago, IL (Hybrid & Remote Opportunities Available) Build a Career With Purpose, Flexibility, and Unlimited Growth Potential Atlas Financial Solutions is expanding and actively seeking...Full timePart timeRemote workFlexible hours
- ...applicants Direct message the job poster from Modern Woodmen of America Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of...Full timeLocal area
Modern Woodmen
Covington, KY2 days ago - ...Overview As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can...
The Western and Southern Life Insurance Company
Cincinnati, OH1 day ago - ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
Western & Southern Life
Covington, KY4 days ago - ...Have you ever thought of starting your own business but not sure how to get started? Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want...
Northwestern Mutual
Cincinnati, OH2 days ago - ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Wyoming, OH1 day ago $85k - $120k
Financial Advisor - Wealth Management This Jobot Job is hosted by: Scott Dennis Salary: $85,000 - $120,000 per year A bit about us: We are seeking a motivated and client-focused Financial Advisor to join our Wealth Management team. This individual will work closely with...Local area$24k
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours$63k - $73k
...what's best for both our employees and the firm". Job Summary: Working within a team, the Analyst/Associate Consultant will apply financial analysis and creative problem-solving to help public municipal utilities (water, wastewater, and stormwater) make sound, data-driven...Work at officeLocal areaRemote workWork visaFlexible hoursNight shiftRaftelis
Cincinnati, OH11 hours ago- ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals. We...
Kleinfelder Capital Inc
Cincinnati, OH2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Cincinnati, OH1 day ago$100k - $130k
Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary:...Permanent employmentFull timeFor subcontractorLocal areaJobot
Cincinnati, OH3 days ago- ...The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining... ...include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment...
Kable Workforce Solutions
Cincinnati, OH1 day ago $95k - $115k
...developing your career, while helping others along the way, come join the Broadridge team.Broadridge is growing! We are seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions business unit. In this role, you...Full timeLocal areaBroadridge
Fort Mitchell, KY3 days ago- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
SkyKey Financial
Independence, KY1 day ago - ...Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm... ...just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting...Work at officeLocal area
Waverly Advisors LLC
Cincinnati, OH3 days ago $83.3k - $111.3k
...At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every... ...required, specifically in a broker/dealer or registered investment advisor environment FINRA Series 65 Required Bachelor’s degree in...For contractorsFor subcontractorEdelman Financial Engines
Cincinnati, OH4 days ago- ...Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a... ...planning, all in one platform instead of scattered across different advisors and apps. We’re backed by Google’s Gradient Ventures, Cathay...Work at officeRelocationMonday to Friday
Range
Bellevue, KY1 day ago - ...Senior Analyst, Financial Planning & Analysis What we are: Fun, fast-paced, client-focused, people-centric, inviting, flexible, and rapidly... ...and numbers. This individual will play a crucial role of advisor to the CFO and executive team, driving the financial planning and...Temporary workRemote workFlexible hours
Waites Company Inc
Cincinnati, OH4 days ago $25 - $38.46 per hour
...Cincinnati, Ohio 45255 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payFlexible hoursDay shiftKeyCorp
Cincinnati, OH3 days ago- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
Deloitte
Cincinnati, OH1 day ago - One of the largest and oldest financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated financial institution, offering unparalleled resources and on-site back-office support. We are...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
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