NewTax Professional/Wealth Advisor JobotTax Professional/Wealth AdvisorAnderson Township, OH$85,000–$120,000 / yearTax Strategy: Lead proactive tax planning efforts, ensuring tax-efficient solutions are seamlessly woven into clients' overall wealth plans (e.g., tax-loss harvesting, Roth conversions, charitable giving strategies). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewFinancial Advisor JobotFinancial AdvisorAnderson Township, OH$85,000–$120,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will be responsible for developing new client relationships, managing an existing book of business, providing ongoing financial guidance, and delivering a high level of personalized service.
Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesColumbus, OH$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OH Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OHToledo, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OH Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OHVandalia, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH Keybank National AssociationSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OH KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Toledo, OHToledo, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OH KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Dayton, OHVandalia, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OH KeyCorpSummer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Cleveland, OHChagrin Falls, OHGeneral Office: Prolonged sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. Key Investment Services LLC (KIS) is a FINRA registered broker / dealer, SEC registered investment advisory firm and partners with KeyCorp Insurance Agency USA Inc., a licensed insurance agency.
Certified Financial Planner - Retirement Solutions Nationwide Mutual Insurance CoCertified Financial Planner - Retirement SolutionsColumbus, OHRemote$87,000–$162,000 / yearAs a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Financial Planner Nationwide Mutual Insurance CoFinancial PlannerColumbus, OH$87,000–$162,000 / yearAs a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment.
Financial Advisor Timothy WalkFinancial AdvisorUpper Arlington, OH$61,000–$119,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.
Wealth Planner Huntington Bancshares IncWealth PlannerCincinnati, OHThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Financial Advisor Northwestern MutualFinancial AdvisorCincinnati, Ohio$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Key Private Bank Wealth Planner Keybank National AssociationKey Private Bank Wealth PlannerWestlake, OH$96,000–$181,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning).
Key Private Bank Wealth Planner KeyCorpKey Private Bank Wealth PlannerWestlake, OH$96,000–$181,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning).
Financial Professional - OH, Cincinnati (5130) Equitable Financial Life Insurance CompanyFinancial Professional - OH, Cincinnati (5130)Cincinnati, OH$250–$1,000392393'',''true'',''392393'',''false'',''Submission for the position: Financial Professional - OH, Cincinnati (5130) - (Job Number: 240000IP)'',''false'',''392393'',''false'',''true'',''Financial Professional - OH, Cincinnati (5130)'',''240000IP'',''UNITED STATES-OH-Cincinnati'',''UNITED STATES-OH-Cincinnati'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
NewWealth Planner Huntington National BankWealth PlannerCincinnati, OhioThis role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies.
Program Chair, Financial Planning and Financial Management Franklin UniversityProgram Chair, Financial Planning and Financial ManagementColumbus, OHAdditional responsibilities include teaching undergraduate and graduate courses within the discipline, partnering with Enrollment Management, Student Affairs, Transfer Credit, and other University departments to support student success, leading annual program assessment activities, developing and maintaining a Program Advisory Board, collaborating with Marketing to support program growth, participating in University committees and governance, engaging in scholarship and professional development, and representing Franklin University through professional associations and community partnerships. Franklin University, located in Columbus, Ohio, is seeking a Program Chair, Financial Planning & Financial Management to lead the Bachelor of Science in Financial Planning and the Associate and Bachelor of Science in Financial Management programs within the Ross College of Business.
Associate Financial Advisor Transcend Practice ManagementAssociate Financial AdvisorColumbus, OH$110,000–$130,000 / yearWe are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
Wealth Planner - Fairlawn, OH FidelityWealth Planner - Fairlawn, OHFairlawn, OhioRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts).
NewFinancial Solutions Advisor - Dayton Market Bank of America CorpFinancial Solutions Advisor - Dayton MarketDayton, OHKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Lecturer (Part-time), in Economics, Finance, and Personal Financial Planning John Carroll UniversityLecturer (Part-time), in Economics, Finance, and Personal Financial PlanningCleveland, OHAn undergraduate degree with a nationally recognized certification such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP),j or Certified Business Economist (CBE), as appropriate to teaching responsibilities. The Department of Economics and Finance in the Boler College of Business invites applications for part-time faculty positions for teaching in the areas of economics, finance, and financial planning for beginning in Fall 2026.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeCleveland, OhioKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Financial Solutions Advisor - Pioneer Valley Market Bank of AmericaFinancial Solutions Advisor - Pioneer Valley MarketAvon, OhioKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewManaging Director - Principal Financial Network Principal Financial Group IncManaging Director - Principal Financial NetworkCincinnati, OH$94,000–$171,000 / yearSecurities exams and IAR appointment include: Series 7 and 63 or equivalent, 24, 65 and/or 66 as required by applicable state law to become IAR with Principal Securities, Inc.'s RIA Refer to Principal Financial Network Licensing/Exam Policy for the time frame allowed to obtain the required licenses, appointments and pass exams Salary Range Information Salary ranges below reflect targeted base salaries. Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted.
Personal Financial Counselor; Wright Patterson Afb, OH Magellan Health ServicesPersonal Financial Counselor; Wright Patterson Afb, OHDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Cincinnati, OH Magellan Health ServicesPersonal Financial Counselor; Cincinnati, OHCincinnati, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Pfc-Wright-Patterson Magellan Health ServicesPersonal Financial Counselor, Pfc-Wright-PattersonDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Mansfield, OH Magellan Health Services, Inc.Personal Financial Counselor; Mansfield, OHMansfield, OHFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC-Wright-Patterson Magellan Health Services, Inc.Personal Financial Counselor, PFC-Wright-PattersonDayton, OHFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, Pfc-Toledo, OH Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc-Toledo, OHToledo, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Springfield, OH Magellan Health ServicesPersonal Financial Counselor; Springfield, OHSpringfield, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Youngstown, OH Magellan Health ServicesPersonal Financial Counselor; Youngstown, OHVienna, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Assignment Ready Counselor- Ohio Magellan Health ServicesPersonal Financial Counselor; Assignment Ready Counselor- OhioDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OH Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Toledo, OHToledo, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Wright Patterson AFB, OH Magellan Health IncPersonal Financial Counselor; Wright Patterson AFB, OHDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Mansfield, OH Magellan Health IncPersonal Financial Counselor; Mansfield, OHMansfield, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Springfield, OH Magellan Health IncPersonal Financial Counselor; Springfield, OHSpringfield, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Youngstown, OH Magellan Health IncPersonal Financial Counselor; Youngstown, OHVienna, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Assignment Ready Counselor- Ohio Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor- OhioDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC-Wright-Patterson Magellan Health IncPersonal Financial Counselor, PFC-Wright-PattersonDayton, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Cincinnati, OH Magellan Health IncPersonal Financial Counselor; Cincinnati, OHCincinnati, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Associate Financial Advisor Jambalaya GroupAssociate Financial AdvisorWorthington, OH$75,000–$90,000 / yearOver time, the role may expand to include leading client meetings, overseeing portions of the financial planning process, managing client relationships, and participating in future practice-growth or succession opportunities. Highview Advisor Group, a Private Wealth Practice of Ameriprise Financial located in Worthington, Ohio, is seeking a licensed Associate Financial Advisor to join our growing team.
PWM Wealth Planner U.S. BankPWM Wealth PlannerColumbus, Ohio$134,280–$164,120 / yearBasic Qualifications - Bachelor's degree or equivalent work experience- Typically 10 or more years of weath planning experience Preferred Skills/Experience - Strong client presentation skills- Proficiency to learn and present with planning software- Basic knowledge of financial planning concepts- Ability to independently learn complex planning concepts & software-JD, CPA, CTFA, CFP and/or advanced degree- Extensive knowledge of Wealth Management products & services- Problem solving and analytical skills- Effective verbal and written communication skills Location . In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Advanced Tax Planner Hantz GroupAdvanced Tax PlannerWilloughby, OHOur philosophy at Hantz Group is that Tax Planning is a proactive process that requires monitoring our clients tax situation throughout the year to deliver tax projections before preparation of their final tax return. As an Advanced Tax Planning Specialist, you will work as part of a team with Financial Advisors to develop financial strategies and reduce individual client’s tax liability.
PWM Wealth Planner U.S. BancorpPWM Wealth PlannerColumbus, OH$134,280–$164,120 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning.
Financial Advisor - Clear View Financial Group - Wooster, OH Thrivent Financial for LutheransFinancial Advisor - Clear View Financial Group - Wooster, OHRichland County, OHThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Materials Planner GTT, LLCMaterials PlannerEuclid, OHFounded in 1911, the organization develops intelligent power management technologies spanning electrical systems, aerospace components, vehicle powertrain solutions, and data center infrastructure products embedded in the critical systems that keep modern society running. With approximately 160,000 employees worldwide and operations in more than 170 countries, teams here include electrical engineers, power systems specialists, aerospace technicians, software developers, and supply chain professionals.
Operations Planner UNICON International, Inc.Operations PlannerReynoldsburg, OH$20–$24 / hourInforms cross-functional partners of excess inventory in Semi Annual Sales and Clearance buys; assist with component run-outs to reduce inventory liability. Manage detailed Bill of Material (BOM) accuracy (waste factors and usage); work closely with Inventory Control during Book to Book to identify and resolve BOM issues.