Current jobs related to Wealth Management Specialist - Cincinnati, Ohio - Bank of America

  • Wealth Management Professional

    2 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Wealth Advisor, Portfolio ManagerJob Summary:Bartlett Wealth Management is seeking a highly skilled and experienced Wealth Advisor, Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for providing exceptional client service, managing client investments, and developing new business opportunities.Key...

  • Wealth Management Advisor

    1 month ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Wealth Advisor, Portfolio ManagerAbout the Role:We are seeking a highly skilled and experienced Wealth Advisor, Portfolio Manager to join our team at Bartlett Wealth Management. As a key member of our team, you will be responsible for providing exceptional client service, managing client investments, and developing new business opportunities.Key...

  • Wealth Management Specialist

    1 month ago

    Cincinnati, Ohio, United States Cypress HCM Full time

    Wealth Management AdvisorCypress HCM is seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Client Relationship Management: Serve as the...

  • Investment Operations Specialist

    7 days ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job SummaryBartlett Wealth Management is seeking a highly skilled Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Key ResponsibilitiesMaintain and support back-office reporting...

  • Wealth Management Specialist

    2 weeks ago

    Cincinnati, Ohio, United States Cypress HCM Full time

    Wealth Management OpportunityAbout the RoleCypress HCM is seeking a skilled Wealth Management Advisor to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, building strong relationships, and delivering tailored financial solutions.Key ResponsibilitiesDevelop and maintain...

  • Investment Operations Associate

    1 week ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Investment Operations AssociateJob Summary:Bartlett Wealth Management is seeking an Investment Operations Associate to join our team. As a key member of our Operations department, you will be responsible for creating, maintaining, and supporting various functions and tasks within our portfolio management system.Responsibilities:* Maintain and...

  • Wealth Management Specialist

    1 month ago

    Cincinnati, Ohio, United States Cypress HCM Full time

    Job SummaryCypress HCM is seeking a highly skilled Wealth Advisor IV to join our team. As a key member of our financial services team, you will be responsible for providing exceptional client service and building strong relationships with our clients.Key ResponsibilitiesClient Service: Serve as the primary point of contact for clients, ensuring excellent...

  • Financial Director

    4 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Finance ManagerJob Summary:The Finance Manager will play a critical role in the success of Bartlett Wealth Management by leading the financial planning, analysis, and reporting functions. This individual will work closely with the CFO and Controller to develop and implement financial strategies that drive business growth and profitability.Key...

  • Wealth Management Specialist

    2 weeks ago

    Cincinnati, Ohio, United States Cypress HCM Full time

    {"h1": "Job Description", "p": "As a Wealth Advisor IV at Cypress HCM, you will be responsible for providing exceptional service to clients, building strong relationships, and growing client portfolios. Your expertise in investment solutions, risk management, and asset allocation will be essential in crafting tailored financial strategies for clients. You...

  • Financial Director

    2 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Finance ManagerThe Finance Manager will play a critical role in the success of Bartlett Wealth Management, working closely with the CFO and Controller to implement and manage all financial-related activities for the firm.Key Responsibilities:Conducting accurate data analysis and providing recommendations and insights to the CFODeveloping and...

  • Financial Director

    4 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job Title: Finance ManagerThe Finance Manager will play a critical role in the success of Bartlett Wealth Management, working closely with the Chief Financial Officer (CFO) and Controller to implement and manage all financial-related activities for the firm. This includes conducting accurate data analysis and providing recommendations and insights to the...

  • Wealth Management Business Development Officer

    2 weeks ago

    Cincinnati, Ohio, United States Stock Yards Bank & Trust Full time

    Job Title: Wealth Management Business Development OfficerAs a key member of our team, you will be responsible for driving business growth and development in the wealth management sector. Your primary focus will be on identifying and pursuing new business opportunities, building relationships with key stakeholders, and delivering exceptional client...

  • Wealth Services Associate

    1 month ago

    Cincinnati, Ohio, United States Wealthquest Full time

    About the RoleWealthquest Corporation is seeking a skilled Financial Services Professional to serve as a Wealth Coordinator in Cincinnati, OH.Key Responsibilities:Support Wealth Advisors in delivering exceptional service to high-net-worth clientsCoordinate onboarding processes for new clients and manage paperwork efficientlyAct as the primary point of...

  • Wealth Management Advisor II Position

    4 days ago

    Cincinnati, Ohio, United States Fifth Third Bancorp Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales: Develop and prospect internal...

  • Wealth Management Business Development Officer

    2 weeks ago

    Cincinnati, Ohio, United States Stock Yards Bank and Trust Full time

    Job SummaryWe are seeking a highly motivated and experienced Wealth Management Business Development Officer to join our team at Stock Yards Bank and Trust. As a key member of our business development team, you will be responsible for identifying and pursuing new business opportunities, building relationships with key stakeholders, and driving revenue...

  • Investment Risk Oversight Specialist

    7 days ago

    Cincinnati, Ohio, United States U.S. Bancorp Full time

    Investment Compliance Role OverviewThe Investment Compliance Specialist will provide investment compliance risk oversight and credible challenge from the second line of defense. This role is designed to support the Wealth, Corporate, Commercial and Institutional Banking program.Key Responsibilities: Provide investment compliance risk oversight and credible...

  • Trade Support Specialist

    4 weeks ago

    Cincinnati, Ohio, United States BCforward Full time

    Job Title: Trade Support SpecialistBCforward is seeking a highly motivated Trade Support Specialist to join our team in Cincinnati, OH.Job Summary:The Trade Support Specialist will assist with client relations, investment strategy, reporting, and risk mitigation. This role requires refined finance knowledge, meticulous attention to detail, and strong...

  • Flooring Installation Specialist

    1 week ago

    Cincinnati, Ohio, United States Toolbelt Full time

    Discover a wealth of long-term opportunities with Toolbelt, connecting construction communities. As a Flooring Installation Specialist, you'll be part of a dynamic team delivering top-notch flooring solutions to clients in Cincinnati and beyond.Key Responsibilities:Install high-quality flooring materials to meet client expectationsCollaborate with colleagues...

  • Client Specialist, Employee Benefits

    2 weeks ago

    Cincinnati, Ohio, United States HUB International Full time

    Job Title: Client Specialist, Employee BenefitsAre you a detail-oriented and organized individual who excels in a dynamic environment? Do you have strong communication skills and the ability to manage multiple projects simultaneously? If so, we have the perfect opportunity for you.About HUB InternationalHUB International is a leading full-service global...

  • Dysphagia Specialist

    2 weeks ago

    Cincinnati, Ohio, United States DYSPHAGIA MANAGEMENT SYSTEMS, LLC Full time

    Unlock Your Potential as a Dysphagia SpecialistAre you a skilled Speech Language Pathologist looking to take your career to the next level? Do you want to work in a dynamic and innovative environment where you can make a real difference in the lives of patients? We have an exciting opportunity for a Dysphagia Specialist to join our team at Dysphagia...

Wealth Management Specialist

3 months ago

Cincinnati, Ohio, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

Job Description:
This EGP Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on the full EGP Specialist role. This position operates in a marketing and sales development role by implementing and executing the Elite Growth Practice. Specific accountabilities for the role may vary depending on the teams practice. Performance is measured by the FA or FA team through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and service client segments and the next generation and their next generations and beneficiaries. Gather additional assets from existing client base and deepen relationships by partnering with all Merrill partners to deliver a full breadth solutions. Coordinate technological support through the development of portfolio analysis, proposals and direct mail campaigns utilizing Salesforce and other tools and resources. Provide technical expertise in certain product areas (e.g. Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Role is designed to allow employees to study and obtain all required registrations. This role is an FA Paid Resource.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:1st shift (United States of America)

Hours Per Week: 37.5