UNKNOWN

FEED

We are proud of our unique approach to public accounting, which sets us apart from traditional firms: Enjoy competitive wages, flexible work schedules, and updated facilities. We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Seasonal Tax Associate.

Cerity Partners Management

Seasonal Tax Associate

Create workpapers in Engagement Manager (workpaper organization/preparation software) and SurePrep (workpaper organization/preparation software) that effectively tell the story of how projects were prepared. This is a paid internship program (25-30 hours per week January to Mid-April) and is designed to provide college students with an opportunity to enhance their formal education with a hands-on, career-related experience.

Spring 2027 Tax Intern

Assist team members in accurately opening and maintaining client accounts while providing timely, highâquality service to advisors and relationship managers. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.

Carson Group

Operations Support Associate

Pr oduct/Business Knowledge · Has a thorough understanding of the Firm’s products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales· Has a good understanding of the Firm’s resources; able to direct the sales force to the appropriate resources in an efficient manner· Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs Sales/Marketing · Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives· Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.· L icenses and Registrations · Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)· Other licenses as required for role or by management Skills · Effective written and verbal communication skills· Ability to think critically· Ability to manage a team· Strong attention to detail· Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed· Ability to own projects at a Branch level· Ability to organize and prioritize work, meet deadlines, and complete projects Re ports to · Direct reporting to: Market Executive or Non-Producing Branch Manager D irect reports · Resident Managers.

Morgan Stanley

Branch Manager, Producing

ea_via_bold

The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.

HOUR

First Financial Bank

Consumer Banker II (Fern Creek)

Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to: Partner with appropriate internal constituencies to bring appropriate level of expertise to the client whether it is service or solution related.

First Financial Bank NA

Consumer Banker II (Shelbyville)

District Consumer Banker I (Fern Creek)

ADAPTED_NOW

Development and TrainingTransaction Processing & Regulatory UnderstandingClient Conversation Workshop 1.0Client Conversation Workshop 2.0Consumer Banking Certification: Intro to Networking, COI and Community DevelopmentConsumer Banking Certification: Business Management Tool & Resources (FirstForce Training)Consumer Deposit Certification: Regulatory, Risk, Legal & FraudConsumer Lending Certification: Loan Application and CommunicationConsumer Lending Certification: Regulatory, Risk, Legal & FraudConsumer Deposit Certification: Estates, Trusts & Power of AttorneysConsumer Lending Certification: Understanding Credit Reporting, DTI, T-ChartConsumer Lending Certification: Understanding Underwriting & ProcessingConsumer Lending Certification: Understanding Tax Returns, Financial Statements & SchedulesSmall BusinessBusiness Deposit Certification: treasury, Public Funds, IOLTA/IOTA, DACASmall Business Client ConversationBusiness Lending Certification: Intro Understanding Business Credit, Underwriting & ProductsWorkLifeWorkLife Banking Certification: Prospecting new WorkLife OpportunitiesWorkLife Banking Certification: Facilitating WorkLife PresentationsWorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships)Community DevelopmentCommunity Development Certification: Developing COI/relationships with Community OrganizationsCommunity Development Certification: Understanding Financial Literacy ProgramsCommunity Development Certification: Facilitating Financial LiteracyCommunity Development Certification: Give FirstPay Scale$19.47/hr - $23.56/hrBenefitsWe have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

Consumer Banker III (Hebron)

Fairview Health Services

Development and TrainingClient Conversation WorkshopTransaction Processing & Regulatory UnderstandingConsumer Banking Certification: Business Management ToolConsumer Deposit Certification: Regulatory, Risk, Legal & FraudConsumer Lending Certification: Loan Application and CommunicationConsumer Lending Certification: Regulatory, Risk, Legal & FraudConsumer Deposit Certification: Estates, Trusts & Power of AttorneysConsumer Lending Certification: Understanding Credit Reporting, DTI, T-ChartConsumer Lending Certification: Understanding Underwriting & ProcessingConsumer Lending Certification: Understanding Tax Returns, Financial Statements & SchedulesPay Scale$18.00/hr - $20.67/hrBenefitsWe have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking business directly and by referring, as appropriate, to internal business partners such as Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management.

Consumer Banker II (Hebron)

Assist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.

YEAR

Carsen Group Inc.

FULL_TIME

Carson Group Holdings LLC

Proactively contact and service customers in the sales and service of bank products, conduct needs-based assessment of the prospective and existing client base, and engage partners to fulfill client financial needs. 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

Preferred Relationship Manager

Job ID: 41262 | Location: Louisville, Kentucky, USA | Expected Salary Range*: $95,940.00 - $127,920.00 |Work M Odel: Onsite The Applied Catalyst Technology Engineer for the Catalyst Business Unit in The Woodlands, TX or Louisville, KY plays a pivotal role at the intersection of cutting-edge catalyst technology and customer success, driving both technical excellence and commercial wins throughout the sales cycle. Medical/Dental/Vision Insurances- Paid Holidays- PTO time with a carry-over benefit- Tuition Reimbursement- Wellness Program- EAP Program- Spending and Savings Accounts- Life/AD&D Insurance- Disability Insurance- Pet Insurance- Online discount Mall- Auto/Home Insurance- Identity Theft Protection- Legal Services Plan- *Includes base salary and annual incentive bonus; final offer based on skills, experience and internal equity.

Clariant Corporation

Applied Catalyst Technology Engineer

Demonstrated ability to work both independently and as part of a teamBachelor's Degree or equivalent experienceStrong oral and written communication skillsFamiliarity with consumer and small business creditStrong product knowledge relating to consumer and commercial suite of products and servicesPreferred Knowledge and SkillsLevel of Complexity and ScopeDegree of Independence and Decision-MakingRequired Supervisory ResponsibilitiesPhysical RequirementsOccasionally lifts and carries up to 20 lbs. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job3-4 years client experience and retail bankingDemonstrated success with consultative, needs-based sellingStrong product knowledge related to consumer and commercial deposits, investments, consumer loans, business loans and treasury management.

Consumer Banker IV (Highland)

Partner in local recruiting efforts to include consistent recruit activity by sourcing experienced FA leads, regular follow up in the process and helping close a recruit. The Associate Branch Manager will partner with the Branch Manager in oversight of branch operation functions and the Financial Advisors, Associate Financial Advisors and support professionals for the branch.

Baird

Associate Branch Manager

The Private Client Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Wealth Management Advisor Jobs in Kentucky

Seasonal Tax Associate Cerity Partners Management

Spring 2027 Tax Intern Cerity Partners Management

Operations Support Associate Carson Group

Branch Manager, Producing Morgan Stanley

Consumer Banker II (Fern Creek) First Financial Bank

Consumer Banker II (Shelbyville) First Financial Bank NA

District Consumer Banker I (Fern Creek) First Financial Bank NA

Consumer Banker III (Hebron) First Financial Bank

Consumer Banker II (Hebron) First Financial Bank

Operations Support Associate Carsen Group Inc.

Operations Support Associate Carson Group Holdings LLC

Preferred Relationship Manager Fifth Third Bank

Applied Catalyst Technology Engineer Clariant Corporation

Consumer Banker IV (Highland) First Financial Bank

Associate Branch Manager Baird

Senior Manager, Tax - Private Client FORVIS, LLP

Similar Job Searches

Stand out to leading employers.