UNKNOWN

FEED

Senior Risk Advisory ConsultantTotal Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. The Senior Consultant serves as a subject-matter expert for complex high-net-worth and ultra-high-net-worth client needs, leads client and advisor discussions, and helps strengthen consistent Risk Advisory practices across SCAS.

YEAR

Fifth Third Bank

Senior Risk Advisory Consultant

ea_via_bold

The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee.

First Financial Bank NA

Fiduciary Officer I

linkup_via_bold

GENERAL FUNCTION : The Trust Officer II (PBC) is a member of the Private Bank Center (PBC) andis responsible for the administration of a variety of more complex personal trust accounts requiring execution of the bank’s fiduciary responsibilities for trust accounts and administering agency, IRA, and custody accounts, with book revenue exceeding approximately $1.5 million. Trust Officer II, Private Bank CenterTotal Base Pay Range 71,100.00 - 145,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.

Trust Officer II, Private Bank Center

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Tax Director

sourcestack_via_bold

As a Tax Manager, you will collaborate directly with clients and wealth management teams to develop and implement comprehensive tax strategies tailored to each client's individual goals and values. Review tax returns, quarterly and annual tax projections, estimated tax vouchers, extension forms, supporting work papers, and financial statements.

Mariner

Tax Manager

REQUIRED SKILLS: 10+ years of insurance and risk advisory, advanced insurance planning, wealth planning, or related financial-services experience, including significant hands-on experience advising high-net-worth clients on complex life insurance and risk-management strategies. SKILLS FOR SUCCESS: Qualified candidates will possess an advanced degree of proficiency across a suite of skills including, but not limited to: Professional Designations: CLU, ChFC, CFP or comparable advanced insurance or wealth-planning designation.

Director, Risk Advisory

FULL_TIME

b) demonstrated ability to manage client expectations; c) demonstrated ability to collaborate with teammates in compliance, operations, marketing and investments, including working with other client advisors (legal, accounting, etc.); d) demonstrated social skills and ability to entertain clients at firm-sponsored events and social gatherings in a variety of settings and circumstances. Is responsible for other routine, day-to-day client service requirements including client money movement, cash management, routine client reporting, client custodian issues, operational problems affecting the client, client correspondence and document maintenance, and general portfolio inquiries.

Western & Southern Financial Group

Relationship Manager

[AW]-iCims

Responsibilities:Leads the service delivery model and wealth management banking strategy of respective markets to drive business growthHires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client serviceSupervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch auditOversees the client service experience and reviews the approval of new client accountsLeads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goalsManagerial Responsibilities:This position may also have responsibilities for managing associates. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs.

Bank of America Corp

Merrill Market Client Relationship Manager

Morgan Asset Management Americas Institutional team, you will support an Institutional Americas asset management platform with hundreds of billions in assets under management and a global asset and wealth management business with more than $7 trillion in client assets. Morgan Asset Management Americas Institutional asset management business across a broad range of institutional products and client matters, including private funds, equities and separately managed accounts, as business priorities evolve.

JPMorgan Chase & Co

Assistant General Counsel - Asset Management - Vice President

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.

HOUR

Robert W Baird & Co Inc

Client Assistant

A well-established, multi-location private wealth management practice, is seeking a Paraplanner to support Financial Advisors and Associate Financial Advisors in developing and delivering comprehensive financial plans for individuals and families. A staff bonus program providing $500 quarterly when the practice meets its quarterly team net-flow goal, plus a year-end bonus equal to 3% of annual salary when the annual team net-flow goal is achieved.

Jambalaya Group

Paraplanner

Workable

As a Risk Strategy & Execution Senior Associate as part of Risk Management and Compliance team under the Asset Wealth Management Line of Business, you will support the execution of risk management activities across the Wealth Management business, including risk reporting and analytics, governance support, oversight of strategic initiatives, thematic risk reviews, and development of monitoring frameworks that identify and assess evolving business risks. The ideal candidate brings strong analytical skills, intellectual curiosity, and a desire to understand the business while strengthening the firm's risk management framework, with opportunities to contribute to innovative solutions that leverage data analytics, automation, and artificial intelligence to improve business insights and risk oversight.

Risk Strategy & Execution - Senior Associate

Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country.

Massachusetts Mutual Life Insurance Company

Suitability Principal

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. This role provides critical day-to-day support for advisor teams by assisting with accurate trade execution, operational tasks, and ongoing process improvement.

Wealth Enhancement Group Acquisition

Trading Associate

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Edelman Financial Engines LLC

Director, Financial Planning Maumee, OH

Wealth Enhancement Group LLC

As 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.

Deloitte

Investment Management - Business Strategy Manager

Our client, a growing wealth management firm, is seeking a Client Service Associate (CSA) to provide exceptional support to both clients and financial advisors. This role is responsible for managing client service requests, supporting account administration, maintaining accurate records, and ensuring a seamless client experience throughout the relationship lifecycle.

Career Connections, Inc

Client Services Associate

jobdiva

The firm offers more than 80 services from five business units: Assurance and Tax Advisors; Business Advisors; Corporate Finance Advisors; Technology Advisors; and Wealth Management Advisors. We are currently seeking an experienced tax professional to manage multiple tax consulting engagements and contribute to the delivery of innovative tax planning ideas for clients.

Regal Executive Search

Tax Accounting Manager

HaleyMarketing

This role partners closely with Wealth Management Advisors (WMAs), Commercial Relationship Managers, and Investment Banking partners to lead discovery, develop integrated wealth and business transition strategies, and support implementation across pre- and post-transaction phases. The Business Transition Senior Strategist serves as the primary wealth planning expert for high-net-worth clients and prospects, with a specialized focus on business owners and closely held entities navigating ownership transition events.

Wealth Advisor Jobs in Ohio

Senior Risk Advisory Consultant Fifth Third Bank

Fiduciary Officer I First Financial Bank NA

Trust Officer II, Private Bank Center Fifth Third Bank

Tax Director Corient

Tax Manager Mariner

Director, Risk Advisory Fifth Third Bank

Relationship Manager Western & Southern Financial Group

Merrill Market Client Relationship Manager Bank of America Corp

Assistant General Counsel - Asset Management - Vice President JPMorgan Chase & Co

Client Assistant Robert W Baird & Co Inc

Paraplanner Jambalaya Group

Risk Strategy & Execution - Senior Associate JPMorgan Chase & Co

Suitability Principal Massachusetts Mutual Life Insurance Company

Trading Associate Wealth Enhancement Group Acquisition

Director, Financial Planning Maumee, OH Edelman Financial Engines LLC

Trading Associate Wealth Enhancement Group LLC

Investment Management - Business Strategy Manager Deloitte

Client Services Associate Career Connections, Inc

Tax Accounting Manager Regal Executive Search

Business Transition Strategist Fifth Third Bank

Similar Job Searches

Stand out to leading employers.