UNKNOWN

FEED

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.

Fifth Third Bancorp

Sr. Trust Tax Accountant II

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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.

YEAR

Fifth Third Bank

Business Transition Strategist

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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

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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

MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. This role combines hands-on data stewardship, detailed analysis, research and writing, and continuous improvement of the metrics, methodologies and tools that support MarshBerry’s Intellectual Capital products and services.

MarshBerry

Business Intelligence Analyst

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

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

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

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. Job Summary: A Global Employer Services (GES) Managing Director in our group is responsible for working with partners to ensure successful operations and financial growth of the group.

BDO USA PC

Global Employer Services Managing Director-Actuarial Services

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

Financial Engines

Director, Financial Planning (Columbus, OH)

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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.

Fosters

Branch Administrator

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

Sales Support Associate

Director, Financial Planning (Maumee, OH)

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.

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 LLC

Trading Associate

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.

Wealth Management Advisor Jobs in Ohio

Sr. Trust Tax Accountant II Fifth Third Bancorp

Business Transition Strategist Fifth Third Bank

FTIS Relationship Manager Fifth Third Bank

Senior Administrative Associate Apollon Wealth Management

Business Intelligence Analyst MarshBerry

Director, Risk Advisory Fifth Third Bank

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

Tax Director Corient

Tax Manager Mariner

Director, Financial Planning Maumee, OH Edelman Financial Engines LLC

Global Employer Services Managing Director-Actuarial Services BDO USA PC

Suitability Principal Massachusetts Mutual Life Insurance Company

Director, Financial Planning (Columbus, OH) Financial Engines

Branch Administrator Fosters

Sales Support Associate Cetera Investors

Branch Administrator Cetera Investors

Director, Financial Planning (Maumee, OH) Financial Engines

Sales Support Associate Fosters

Trading Associate Wealth Enhancement Group LLC

Relationship Manager Western & Southern Financial Group Inc

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