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Candidates 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.

Corebridge Financial Inc

Financial Advisor - Dayton/Cincinnati

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If you are passionate about providing ï¬nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients ï¬rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.

Carson Group

Wealth Advisor- Covington, KY

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At 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. Duties and Responsibilities: 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.

Huntington Bancshares Inc

Private Bank Wealth Advisor III

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As first line of defense, conducts analysis related to identifying, assessing, mitigating, and managing risks necessary to comply with new or changing laws, regulations, regulatory guidance, and best practices deemed necessary by key stakeholders (such as Legal, Compliance, Enterprise Risk and Audit partners). The 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.

Fifth Third Bank

Senior Technology Risk Advisor

At 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.

Huntington National Bank

At 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 II

The Philanthropic Advisor for DAFs is responsible for cultivating relationships with existing donors and prospects that are capable of making principal gifts towards, or deferred financial gifts, to benefit the Jewish Community and beyond through a DAF, endowment fund, legacy planning, or otherwise. This individual is responsible for stewarding DAF donors and their philanthropic goals, while working to secure gifts and gift commitments as part of JFC’s Total Giving strategy, including Annual Campaign, Directed Giving supporting community agencies, and planned gifts.

Homepage| Jewish Federation of Cincinnati

Philanthropic Advisor, Donor-Advised Funds

Identify and drive complete security programs to meet client objectives across technology and services including; driving new discussions by leveraging peer and industry network contacts; performing requirements gathering analysis, and technology selection criteria; coordinating demonstrations and security technology evaluations; drive cross organizational solutions leveraging Optiv's portfolio. CSA has extensive real-world knowledge and can design pragmatic Identity Governance, Digital Access Management (MFA/SSO), Privileged Access Management and Identity Orchestration security solutions tailored to each client’s unique environment and provide our clients and sellers with consistent security expertise on all sales opportunities.

Optiv

Sr. Cybersecurity Advisor - Identity - Ohio, Pennsylvania | Remote, USA

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If you are passionate about providing nancial guidance to people who value professional advice, dedicated to ethical practices, and align with our core values of doing the right thing, putting clients rst, maintaining consistency, being growth-minded, and valuing fun and family, we invite you to explore the exciting opportunity of becoming a part of our Carson Wealth family. To be successful in the future, we believe we need to foster a vibrant, fun, and familial atmosphere where every member feels valued and apart of the same vision, which is to provide a world-class experience for clients across the country and the ability to grow in a career you can be proud of.

YEAR

Carson Group Holdings LLC

Carsen Group Inc.

Advisory: 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.

Nicolet National Bank

Financial Advisor

Advisory: 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, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.

VP Financial Advisor

This highly visible leadership opportunity combines technical tax expertise, client advisory, team development, and practice management, with direct access to ownership and meaningful influence over the firm's future. The ideal candidate is an active CPA with strong public accounting experience, expertise in complex individual and business taxation, and a proven ability to lead teams and build lasting client relationships.

trak group, established in 1972, is proud of its impeccable reputation as a professional recruiting and staffing firm. trak has demonstrated an unmatched level of expertise and success in the industry, and takes great pride in its A+ rating from the Better Business Bureau.
trak has been awarded &ldquo;Best Places to Work&rdquo; by the Business Courier three consecutive years; following the third and final nomination, trak was respectfully awarded with &ldquo;The Best of the Best&rdquo;. We continue to hold the Consumers&rsquo; Choice Award for Business Excellence and the &ldquo;SPECTRUM Award&rdquo; for Service Excellence from City Beat News indicating a 5-star customer service rating. Six of our employees have been inducted into the prestigious &ldquo;International Hall of Fame&rdquo; and four carry national certifications lending to their dedication and passion for our industry.
Specializing in direct hire, alternative hire and contract opportunities, trak is currently partnering with over 300 client companies in the Greater Cincinnati and Northern Kentucky Area. Because we are proud of our process, we take time to source, screen and evaluate each candidate. Our placement fields include office support, customer service, accounting and finance, operations, management, human resources, sales and marketing, engineering and supply chain management.

trak group

Senior Tax & Accounting Advisor

HaleyMarketing

Coordinate 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.

Keybank National Association

Private Client Advisor

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. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

US Bank

PWM Private Wealth Advisor

IRecruitee

ESSENTIAL 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.

TM Client Care Advisor II - Private Equity

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.

TM Client Care Advisor II

HOUR

Fifth Third Bancorp

TM Client Care Advisor II - Enterprise

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.

HFA Financial Advisor Senior - Branch

Summary: 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.

Investment Advisor Jobs in Cincinnati, OH

Financial Advisor - Dayton/Cincinnati Corebridge Financial Inc

Wealth Advisor- Covington, KY Carson Group

Private Bank Wealth Advisor III Huntington Bancshares Inc

Senior Technology Risk Advisor Fifth Third Bank

Private Bank Wealth Advisor III Huntington National Bank

Private Bank Wealth Advisor II Huntington National Bank

Philanthropic Advisor, Donor-Advised Funds Homepage| Jewish Federation of Cincinnati

Sr. Cybersecurity Advisor - Identity - Ohio, Pennsylvania | Remote, USA Optiv

Wealth Advisor- Covington, KY Carson Group Holdings LLC

Wealth Advisor- Covington, KY Carsen Group Inc.

Financial Advisor Nicolet National Bank

VP Financial Advisor Nicolet National Bank

Senior Tax & Accounting Advisor trak group

Private Client Advisor Keybank National Association

PWM Private Wealth Advisor US Bank

TM Client Care Advisor II - Private Equity Fifth Third Bank

TM Client Care Advisor II Fifth Third Bank

TM Client Care Advisor II - Enterprise Fifth Third Bancorp

HFA Financial Advisor Senior - Branch Huntington National Bank

HFA Financial Advisor Senior - Branch Huntington Bancshares Inc

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