UNKNOWN

FEED

Whether you're transitioning careers, recently graduated, experienced in sales, or already licensed, we provide the training, mentorship, and support needed to succeed in a growing industry. Atlas Financial Solutions is expanding and actively seeking motivated individuals who want to build a long-term career in financial services.

Atlasfinancialsolutions Co

Financial Services Advisor

sourcestack_via_bold

As a Tax Senior Associate, you'll work closely with managers, directors, and partners while helping clients navigate increasingly complex tax matters and planning opportunities. This is an outstanding opportunity for a public accounting professional looking to accelerate their career beyond tax preparation and gain meaningful exposure to tax planning, client advisory services, leadership development, and sophisticated tax engagements.

YEAR

Wertz & Associates

Senior Tax Associate

ea_via_bold

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Capital Group LP

Divisional Director, Advisor Acquisition

linkup_via_bold

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

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

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

PT Consumer Banker I (Breiel)

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

GENERAL FUNCTION: The Trust Officer I is a member of the Private Bank Center and is responsible for the administration of a variety of accounts including some fiduciary accounts (revocable and irrevocable), agency accounts, IRAs, ILITs and custody accounts, with total book revenue exceeding $1 million. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific law), including attending forums, conferences, and/or meetings addressing such matters.

Fifth Third Bank

PBC Trust Officer I

Develop strong internal relationships with Institutional Sales Officers, Commercial Relationship Managers, Corporate Bankers, Business Banking Relationship Managers, Private Bankers, Wealth Management Advisors, Institutional Portfolio Managers, and Fifth Third senior leadership, in order to facilitate our One Bank strategy of consultatively selling Fifth Third's full suite of financial products and services. Work with client service team to ensure all internal compliance and proper documentations requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other bank policies, procedures and guidelines.

Ftis Relationship Manager

FULL_TIME

Customer Service & Front Office Operations Serve as the front office receptionist, professionally welcoming new and existing clients in person and by phone, and directing them to the appropriate team member. Provide friendly, professional, and accurate support to clients, staff, vendors, and visitors by managing front office operations, communications, scheduling, supplies, and mail.

Apollon Wealth Management

Senior Administrative Associate

partner JazzHR

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. Qualified candidates will possess an advanced degree of proficiency, typically developed through eight or more years of relevant experience, in: · Insurance and Risk Analysis: Assessing life, disability, long-term care and annuity needs and evaluating existing and proposed solutions.

Senior Risk Advisory Consultant

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. · Player/Coach Leadership: Lead, coach and develop Risk Advisory consultants while maintaining an active portfolio of complex client engagements and serving as the senior escalation point for advanced insurance planning matters.

Director, Risk Advisory

Leverages professional networks, industry expertise, and strategic partnerships to identify opportunities, deliver concierge-level service, and build long-term client relationships while achieving established sales and growth objectives. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.

Insurance Office of America

Private Client Group (High Net Worth) Producer

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

ADAPTED_NOW

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

Bdo Consulting

Global Employer Services Managing Director - Actuarial Services

Ivy Exec

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

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. Assist the branch team, FCM and other District leaders and associates in sharing knowledge, onboarding and developing newer associates, solving staffing challenges at a team, and participating in the success and overall improvement of the District/ Region; across all sales, service and operational objectives.

Consumer Banker III (Dent)

Consumer Banker IV (Dent)

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.

Consumer Banker II (4Th & Vine)

WMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. 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.

Wealth Management Advisor Jobs in Ohio

Financial Services Advisor Atlasfinancialsolutions Co

Senior Tax Associate Wertz & Associates

Divisional Director, Advisor Acquisition Prudential Capital Group LP

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

Investment Management - Business Strategy Manager Deloitte

PT Consumer Banker I (Breiel) First Financial Bank

Tax Accounting Manager Regal Executive Search

PBC Trust Officer I Fifth Third Bank

Ftis Relationship Manager Fifth Third Bank

Senior Administrative Associate Apollon Wealth Management

Senior Risk Advisory Consultant Fifth Third Bank

Director, Risk Advisory Fifth Third Bank

Private Client Group (High Net Worth) Producer Insurance Office of America

Tax Director Corient

Global Employer Services Managing Director - Actuarial Services Bdo Consulting

Fiduciary Officer I First Financial Bank NA

Consumer Banker III (Dent) First Financial Bank NA

Consumer Banker IV (Dent) First Financial Bank

Consumer Banker II (4Th & Vine) First Financial Bank

Wealth Management Advisor U.S. Bancorp

Similar Job Searches

Stand out to leading employers.