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Qualified candidates will possess an advanced degree of proficiency, typically developed through 10 or more years of relevant work or practical experience, in: Fiduciary Leadership: Applying fiduciary principles and sound judgment to complex trust administration, account acceptance, discretionary decisions and escalated client matters. Bachelor’s degree or equivalent combination of education and relevant professional experience.10 or more years of progressively responsible experience in trust, fiduciary services, wealth management, financial services, law, risk, or a closely related field, including significant experience with fiduciary administration and decision-making.

YEAR

Fifth Third Bank

National Fiduciary Leader

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In addition to the preparation of fiduciary income tax returns (Forms 1041, 1099, and 5227), the individual prepares other complex ancillary client returns including charitable entity returns (Forms 990 & 990PF), individual returns(Forms1040,1099R,5498),partnership returns (Forms 1065 and 1120S), and gift and estate tax returns (Forms 709, 706 GS(T), and 706 GS(D)). The Wealth & Asset Management Senior Trust Tax Accountant II serves as a tax subject matter expert for Trust Officers and Trust Specialists, as well as Wealth Management Advisors to meet the information needs required to provide an excellent customer experience and to reduce risk and sustain the growth of the line of business.

Sr. Trust Tax Accountant II

Lead and manage client service teams and engagements focused on high net worth individuals and related entities, including: Managing workflow of engagements, ensuring deadlines are met, including the collection and review of client information to complete client engagement tasks. Additionally, this role plays a key leadership function within the firm, contributing to business development, mentoring team members, and supporting the growth of the firm’s HNW practice, maintaining a strong focus on client relationships and overall engagement performance.

Dean Dorton

Tax Associate Director - High Net Worth Individuals

Workable

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.

Financial Engines

Director, Financial Planning (Columbus, OH)

ADAPTED_NOW

Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services . Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Fosters

Sales Support Associate

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.

Branch Administrator

Director, Financial Planning (Maumee, OH)

About Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .

Cetera Investors

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. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement Group Acquisition

Client Service Associate

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.

Bartlett Wealth Management

Client Relationship Associate

Wealth Enhancement Group LLC

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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

AVP, Trust Officer

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The Relationship Manager II is responsible for developing, managing, and growing a portfolio of business members by delivering comprehensive commercial lending, deposit, and treasury management solutions for large and complex business and lending relationships. The Commercial Relationship Manager also plays a key role in business development through active community engagement, building strong Centers of Influence (COI) networks, and referring opportunities across the credit union.

KEMBA Financial Credit Union

Relationship Manager III

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If you enjoy being the person clients and coworkers can count on — the one who keeps things moving, solves problems, and makes sure nothing falls through the cracks — we'd love to hear from you. Experience with account opening, money movement, client onboarding, custodial paperwork, CRM systems, or investment accounts would be especially valuable.

H Cap Connect

FULL_TIME

OTHER

As the Executive Director, Chase Auto High Net Worth Concierge within Chase Auto Direct, you will lead the build-out and ongoing management of a new High Net Worth Auto Concierge capability that provides a premium, scalable, and controls-focused acquisition and fulfillment experience for high-value Chase and J.P. Experience in auto lending, direct-to-consumer lending, private client servicing, affluent / HNW client segments, dealer services, mortgage fulfillment, wealth-adjacent lending, or executive escalation management.

JPMorgan Chase Bank, N.A.

Executive Director, Chase Auto High Net Worth Concierge

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As a Data Product Owner on the US Wealth Management Data & Analytics team, you support end-to-end enablement, publishing, and governance for all data created and used by an aligned product under the direction of a VP Data Owner. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Data Product Owner-Senior Associate

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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A premier law firm known for its sophisticated wealth management practice has partnered with our legal recruiting firm to find a skilled Trusts & Estates Planning Attorney to join their team in Cleveland, Ohio . Advise clients on wealth preservation, federal and Ohio state estate/gift tax minimization, generation-skipping transfer (GST) tax strategies, and income tax planning.

Gpac’s mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. 
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Our team, with collective experience of over 250 years, is passionate about wh

Gpac

Trust & Estate Planning Attorney

LogicMelon

As a Data Product Owner on the US Wealth Management Data & Analytics team, you support end-to-end enablement, publishing, and governance for all data created and used by an aligned product under the direction of a VP Data Owner. JPMorgan Wealth Management needs passionate Data Owner Associates to support product data end-to-end-help make it trusted, well-governed, and ready to power analytics and delivery.

Wealth Advisor Jobs in Ohio

National Fiduciary Leader Fifth Third Bank

Sr. Trust Tax Accountant II Fifth Third Bank

Tax Associate Director - High Net Worth Individuals Dean Dorton

Director, Financial Planning (Columbus, OH) Financial Engines

Sales Support Associate Fosters

Branch Administrator Fosters

Director, Financial Planning (Maumee, OH) Financial Engines

Sales Support Associate Cetera Investors

Branch Administrator Cetera Investors

Client Service Associate Wealth Enhancement Group Acquisition

Client Relationship Associate Bartlett Wealth Management

Client Service Associate Wealth Enhancement Group LLC

AVP, Trust Officer LPL Financial

Relationship Manager III KEMBA Financial Credit Union

Client Service Associate H Cap Connect

Executive Director, Chase Auto High Net Worth Concierge JPMorgan Chase Bank, N.A.

Data Product Owner-Senior Associate JPMorgan Chase Bank, N.A.

Senior Estate Planning Strategist Osaic

Trust & Estate Planning Attorney Gpac

Data Product Owner-Senior Associate JPMorgan Chase & Co

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