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FEED

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.

Cerity Partners

Spring 2027 Tax Intern

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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

YEAR

<p>PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.</p>

<p>PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy,  human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.</p>

<p>Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.</p>

Private Partnership Solutions (Pps) - Tax Manager

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A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

Private Partnership Solutions (Pps) - Tax Senior Associate

The Client Accounting Associate will support the Wealth Management business segment and the Partners and Principals responsible for providing comprehensive wealth planning, investment advisory and tax planning for individuals, families, trusts, endowments and philanthropies. Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision§ Strong work ethic, interpersonal collaboration and team skills, a must.

Client Accounting Associate

With your active engagement, you will utilize your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients' short- and long-term goals. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bancorp, Inc.

Financial Consultant

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As part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Morgan Stanley

Business Development Manager

CSA's also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. The Client Service Associate (CSA) is responsible for playing a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency.

Nicolet National Bank

Client Service Associate

A Senior Client Service Associate (SCSA) plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Senior Client Service Associate

But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Plante and Moran Trust

Senior Accountant- Healthcare

This primarily consists of working with our clients’ leadership to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to strategic planning, perpetuation planning, sales or talent advisory. Partner with clients’ leadership to understand their business goals and identify MarshBerry services to help meet those goals including, but not limited to strategic planning, perpetuation planning, sales or talent advisory.

MarshBerry

Senior Consultant

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. Five or more years of experience in post-acute healthcare reimbursement, including Medicare, Medicaid, and cost reporting within a public accounting, healthcare consulting, reimbursement consulting or post-acute setting.

Healthcare Reimbursement Consulting Manager

OTHER

Additionally, they will explain strategy rationale and risk and reward in plain language to advisors and clients, maintain accurate position records and supporting models, and cross-train with the team to provide depth and continuity across the organization. This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios.

Allworth Financial

Options Specialist and Equity Trader

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key. o Create shared Client Event page (make private) within Market Teams Page (if needed) to house client invitation list, business tracker and approved invitation.

HOUR

KeyCorp

KIS Regional Sales Associate

Keybank National Association

Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.

Meeder Investment Management

Chief Investment Officer, Funds and Portfolios

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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.

Branch Manager, Non-Producing

The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

Creative Planning Inc

Financial Wellness Consultant

Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

Wealth Management Advisor Jobs in Ohio

Spring 2027 Tax Intern Cerity Partners

Private Partnership Solutions (Pps) - Tax Manager PwC

Private Partnership Solutions (Pps) - Tax Senior Associate PwC

Client Accounting Associate Cerity Partners

Financial Consultant German American Bancorp, Inc.

Business Development Manager Morgan Stanley

Client Service Associate Nicolet National Bank

Senior Client Service Associate Nicolet National Bank

Senior Accountant- Healthcare Plante and Moran Trust

Senior Consultant MarshBerry

Regional Vice President WealthBridge Financial Group

Healthcare Reimbursement Consulting Manager Plante and Moran Trust

Options Specialist and Equity Trader Allworth Financial

Client Relationship Analyst Morgan Stanley

KIS Regional Sales Associate KeyCorp

KIS Regional Sales Associate Keybank National Association

Chief Investment Officer, Funds and Portfolios Meeder Investment Management

Branch Manager, Non-Producing Morgan Stanley

Financial Wellness Consultant Creative Planning Inc

Relationship Manager Manning & Napier

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