Investment Advisor III PNC BankInvestment Advisor IIICincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Investment Advisor III The PNC Financial Services Group IncInvestment Advisor IIICincinnati, OH$112,000–$208,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewWealth Advisor HUB I HORANWealth AdvisorCincinnati, OHLocation: Cincinnati, OHJob Id: 333# of Openings: 1Job Title: Wealth Advisor Full or Part Time: Full-TimeDepartment: HORAN Wealth FLSA Status: ExemptPosition Reports To: Vice President, Wealth AdvisorPosition Summary:HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.#J-18808-Ljbffr.
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.
Hawthorn Regional Investment Director PNC BankHawthorn Regional Investment DirectorCincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorCincinnati, OH$154,000–$286,000 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Defined Contribution Investment Director PNC BankDefined Contribution Investment DirectorCincinnati, OhioIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorCincinnati, OH$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewInvestment Management Consultant II - Covington, KY FidelityInvestment Management Consultant II - Covington, KYCovington, KentuckyRemoteSales 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. Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerCincinnati, OHKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
Wealth Planning & Investment Analyst Nicolet National BankWealth Planning & Investment AnalystCincinnati, OHWork closely with Managing Director, Wealth Advisors, and Trust Administrative Officers to help maintain appropriate investment strategies and asset allocations for client portfolios based on individual client circumstances, objectives, and risk tolerance. The Wealth Planning & Investment Analyst is responsible for planning, and client service support to the Managing Director of Wealth Management in delivering comprehensive financial planning and investment strategies for ultra high net worth clients.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerOH$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Merrill Advisor Development Program - Financial Advisor: Ohio Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Ohio Valley MarketCincinnati, OHOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Advisor PNC BankWealth AdvisorCincinnati, OhioPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewPrivate Client Advisor Nicolet National BankPrivate Client AdvisorCincinnati, OHPrivate Client Advisors at Nicolet build strong relationships and deliver unparalleled service while matching client needs to all bank solutions including cash management, lending and investment management. Meet with customers or prospects to proactively determine their financial needs and then outline and propose appropriate solutions using bank products and services.
Wealth Advisor Waverly AdvisorsWealth AdvisorCincinnati, OhioCommunicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks. Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
Wealth Advisor II First Financial Bank NAWealth Advisor IICincinnati, OH$74,000–$100,000 / yearFive (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity Relationship management experience with clients is required Knowledge of investment solutions, risk management, asset allocation and program design Demonstrated knowledge and use of financial planning software Preferred Knowledge and Skills Business development experience is a plus Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor's degree in Business or other related field of study CFA/CFP is preferred Demonstrated commitment to professional development Demonstrated knowledge of industry practices and regulations. Communicates updates to FFB portfolio strategies to clients and prospects • Utilization of financial planning to drive client retention and acquisition • Serves on the FFB Investment Committee as client advocate and strategy consultant • Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.
Private Client Advisor KeyCorpPrivate Client AdvisorSpringboro, OHCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorCincinnati, OH$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. 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.
Financial Advisor - Dayton/Cincinnati Corebridge Financial IncFinancial Advisor - Dayton/CincinnatiCincinnati, OHCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Advisor The PNC Financial Services Group IncWealth AdvisorCincinnati, OH$75,000–$125,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor Nicolet National BankFinancial AdvisorOHAdvisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm's financial planning systems. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.
Financial Advisor - Dayton/Cincinnati Corebridge FinancialFinancial Advisor - Dayton/CincinnatiCincinnati, OhioCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Private Bank Wealth Advisor II Huntington National BankPrivate Bank Wealth Advisor IICincinnati, OhioAt least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Private Bank Wealth Advisor III Huntington National BankPrivate Bank Wealth Advisor IIICincinnati, OhioAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorCincinnati, OH$143,905–$169,300 / yearFailure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment**Basic Qualifications** - Bachelor's degree, or equivalent work experience - 10 or more years of experience in high and ultra-high net worth client wealth management activities**Preferred Skills/Experience** - Excellent relationship management, networking, and business development skills - Extraordinary talent for driving business - Extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services - Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving skills - Excellent writing, speaking, and presentation skills - Ability to make critical decisions independently - Professional designation such as CFA or CFP is preferred**Location**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Cincinnati, OHtime type: Full timeposted on: Posted Todaytime left to apply: End Date: July 31, 2026 (30+ days left to apply)job requisition id: 2025-0013760At U.S. Bank, we're on a journey to do our best.
HFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - BranchMontgomery, OHSummary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
TM Client Care Advisor II - National Fifth Third BancorpTM Client Care Advisor II - NationalCincinnati, OH$61,200–$125,500 / yearESSENTIAL DUTIES AND RESPONSIBILITIES: Client Service: Pro-actively manages a portfolio consisting of the top 10% revenue generating clients in the Commercial Division: Serves as Treasury Management (TM) relationship ambassador for all things treasury including but not limited to incident management, client behavior analytics, escalation point of contact, implementation, issue troubleshooting, assessment and resolution. This client service professional possesses treasury management expertise and knowledge responsible for the retention and growth of our clients, engineering TM solutions based on client data analytics and industry trends while engaging Operations, Product, IT and Sales resources to optimize the suite of solutions for each client.
Wealth Management Advisor II Fifth Third BancorpWealth Management Advisor IICincinnati, OHThe base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
HFA Financial Advisor Senior - Branch Huntington National BankHFA Financial Advisor Senior - BranchSpringboro, OhioThe HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.
NewAssociate Private Wealth Advisor The Premier Resources GroupAssociate Private Wealth AdvisorCincinnati, OHAid in client meetings by making presentations, taking notes, completing dictation, and building client relationships. The ability to build trust and grow revenue (Client refers additional prospects, turns over more business to the firm, etc.).
NewEstate & Wealth Planning Advisor Wealthbridge-Financial-GroupEstate & Wealth Planning AdvisorCincinnati, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. As a Estate & Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions.
Private Wealth Advisor WealthBridge Financial GroupPrivate Wealth AdvisorSpringboro, OH$125,000–$185,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Estate & Wealth Planning Advisor WealthBridge Financial GroupEstate & Wealth Planning AdvisorCincinnati, OH$125,000–$185,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. As a Estate & Wealth Planning Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions.
Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial GroupExperienced Financial Advisor - Independent Platform (Ohio)Cincinnati, OH$125,000–$200,000Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Associate Financial Advisor Nicolet National BankAssociate Financial AdvisorCincinnati, OHClient Service: Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports. Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
Brokerage Operations Specialist Western & Southern Financial Group IncBrokerage Operations SpecialistCINCINNATI, OHRequires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Possesses and displays excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of grammar, diction and style.
Director, Client Services (Wealth Management) Bartlett Wealth ManagementDirector, Client Services (Wealth Management)Cincinnati, OHThis role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.
Regional Supervision Manager Rockefeller Capital ManagementRegional Supervision ManagerCincinnati, OhioFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. 7+ years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.
Sales Associate Luma Financial TechnologiesSales AssociateCincinnati, OhioWe’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.
Tax Manager Cerity PartnersTax ManagerCincinnati, OhioAs one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns.
Client Service Coordinator Hello HireClient Service CoordinatorCincinnati, OhioThis position is responsible for serving as a service resource for the firm's clients, focusing on client service excellence and continuity. Primary contact for general office duties, such as handling of mail, office vendors, ordering supplies, building management inquiries, etc.
NewSenior Full Stack Engineer Fund Evaluation Group LLCSenior Full Stack EngineerCincinnati, OHThis is a hands-on application engineering role focused on designing, developing, modernizing, and supporting web applications, APIs, integrations, and data-driven tools that support investment research, client service, reporting, and firm operations. The ideal candidate is strongest on the application side of engineering: someone who can take business needs, translate them into thoughtful technical solutions, and deliver clean, maintainable software using modern Microsoft technologies, including.
Intern, Curio Fund Operations Fund Evaluation Group LLCIntern, Curio Fund OperationsCincinnati, OHSupport the Fund Operations team with recurring administrative, documentation, and reporting workflows related to Curio Select Investors, including: Assist with investor subscription, AML/KYC, onboarding, and related documentation. Assist with FEG Managed Portfolios, team projects, and process improvement initiatives, including: Support updates to FEG Managed Portfolios materials, model information, and related implementation files.
Compliance Analyst Fund Evaluation Group LLCCompliance AnalystCincinnati, OHThe Compliance Analyst assists the compliance team with its core compliance functions such as regulatory filings, compliance testing, code of ethics administration, policy and procedure maintenance, marketing reviews, vendor oversight, and compliance training. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter''s values were used and may be higher or lower depending on current market conditions.
Senior Network Engineer Fund Evaluation Group LLCSenior Network EngineerCincinnati, OHThis is a senior individual contributor role serving as the primary escalation point for infrastructure and network issues, with ownership of Microsoft M365 and Microsoft Azure connectivity, identity-integrated access, and overall user experience. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $99.4 billion2 in client assets under advisement.
Research Analyst - Real Assets Fund Evaluation Group LLCResearch Analyst - Real AssetsCincinnati, OHFEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter''s values were used and may be higher or lower depending on current market conditions.
Intern, Human Resources Fund Evaluation Group LLCIntern, Human ResourcesCincinnati, OHExperienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills, and a high work ethic and confidentiality. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $99.4 billion2 in client assets under advisement.
Senior Network Engineer FEG Investment AdvisorsSenior Network EngineerCincinnati, OhioWhat You’ll Do / Position Responsibilities Network Architecture & Infrastructure Ownership Own the design, implementation, and lifecycle of enterprise network infrastructure (LAN/WAN, VPN, firewalls, cloud networking). This is a senior individual contributor role serving as the primary escalation point for infrastructure and network issues, with ownership of Microsoft M365 and Microsoft Azure connectivity, identity-integrated access, and overall user experience.