Financial Consultant
2 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a critical role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.
Key Responsibilities- Provide financial guidance and wealth management advice to existing Schwab clients
- Grow your practice through client asset consolidation, networking, and referrals
- Collaborate with a team of Schwab specialists to deliver exceptional client experiences
- Stay up-to-date with market trends and industry developments to inform your advice and guidance
- Valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance
- Strong communication and relationship-building skills
- Ability to adapt to changing market and business conditions
- Competitive salary and bonus opportunities
- Comprehensive benefits package, including 401(k) and employee stock purchase plan
- Paid time off, parental leave, and family building benefits
- Tuition reimbursement and professional development opportunities
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Financial Consultant
3 weeks ago
Cincinnati, Ohio, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.As a key member of our branch team,...
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Financial Controller
4 weeks ago
Cincinnati, Ohio, United States Stage 1 Financial Full timeJob Title: Controller ConsultantAt Stage 1 Financial, we are seeking a highly skilled Controller Consultant to join our team. As a trusted advisor, you will work closely with our clients' executives and management to drive financial objectives, provide timely accounting data and reports, and drive key financial objectives.Key Responsibilities:Manage the...
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Senior Financial Consultant
5 days ago
Cincinnati, Ohio, United States TEP Full timeWe are seeking a skilled Senior Financial Consultant to join our team at Talent Elevation Partners. As a Financial Services Professional, you will have the opportunity to work with a prestigious national financial institution, unlocking a world of opportunities to grow your business while maintaining control and autonomy.Key BenefitsBusiness-building program...
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Oracle Cloud Financial Consultant
1 month ago
Cincinnati, Ohio, United States Terillium, Inc. Full timeJob OpportunityTerillium, Inc. is seeking a highly skilled Senior Oracle Cloud Financial Consultant to join our team.The ideal candidate will possess in-depth knowledge of Oracle Financials Applications and industry best practices, with a proven track record of delivering cost-effective solutions to clients.Key Responsibilities:Collaborate with clients to...
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Financial Consultant
2 weeks ago
Cincinnati, Ohio, United States Charles Schwab Full timeEmpower Your Career with SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleThis exciting opportunity will give you the chance to...
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Senior Financial Consultant
5 days ago
Cincinnati, Ohio, United States TruPartner Credit Union Full timeAs a Financial Advisor with TruPartner Credit Union, you will play a vital role in enhancing member and client relationships by providing holistic planning advice and offering solutions such as investments, insurance, and estate planning.Key responsibilities include conducting investment, insurance, and estate planning proposals, providing financial...
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Lead Tax Consultant
2 months ago
Cincinnati, Ohio, United States Fiducial Full timeJob OverviewPosition Title: Lead Tax ConsultantWork Arrangement: HybridRole SummaryThe Lead Tax Consultant is a seasoned financial expert who oversees a dedicated team specializing in accounting, tax compliance, and business advisory services. This position serves as a pivotal tax authority, engaging in strategic tax planning alongside clients while ensuring...
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Operational Excellence Consultant
4 weeks ago
Cincinnati, Ohio, United States VDS Consulting Group Full timeJob Title: Operational Excellence ConsultantWe are seeking a highly skilled Operational Excellence Consultant to join our team at VDS Consulting Group, LLC. As an Operational Excellence Consultant, you will play a key role in helping our clients achieve continuous improvements on the shop floor, warehouse, and in the back office.Responsibilities:Provide...
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Leasing Consultant
1 month ago
Cincinnati, Ohio, United States Heritage Hill Property Management Full timeJob OpportunityWe are seeking a highly motivated and results-driven Leasing Consultant to join our team at Heritage Hill Property Management. As a Leasing Consultant, you will play a pivotal role in optimizing the financial performance of our multifamily properties.Key Responsibilities:Generate revenue and bring in new leases at our propertiesComplete all...
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Financial Analyst
3 weeks ago
Cincinnati, Ohio, United States First Student Full timeJob Title: Financial AnalystAt First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day. Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation;...
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Leasing Consultant
1 month ago
Cincinnati, Ohio, United States Heritage Hill Property Management Full timeJob SummaryWe are seeking a highly motivated and results-driven Leasing Consultant to join our team at Heritage Hill Property Management. As a Leasing Consultant, you will be responsible for generating revenue and bringing in new leases at our various properties. If you have a passion for sales and a desire to work in a fast-paced environment, we encourage...
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Mortgage Consultant, Loan Originator
5 days ago
Cincinnati, Ohio, United States Sibcy Cline Full timeJob SummarySibcy Cline is seeking a skilled Mortgage Consultant to join our team. As a Mortgage Consultant, you will be responsible for guiding applicants through the loan process, analyzing financial information, and developing relationships with potential new business referral partners.Key ResponsibilitiesProspect and develop relationships with potential...
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RVP, Client Acquisition Specialist
1 month ago
Cincinnati, Ohio, United States Allworth Financial Full timeAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...
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RVP, Client Acquisition Specialist
1 month ago
Cincinnati, Ohio, United States Allworth Financial Full timeAbout Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...
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Senior Financial Operations Specialist
2 weeks ago
Cincinnati, Ohio, United States Rainmaker Resources, LLC Full timeJob SummaryAs a Senior Financial Operations Specialist at Rainmaker Resources, LLC, you will play a critical role in providing financial operational support to the clinical support services team. Your expertise will be essential in assisting the Director of Finance, Clinical Support Services, and the executive team by providing financial analytics to support...
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Branch Manager
5 days ago
Cincinnati, Ohio, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Branch Manager to lead our Retail Branch organization in Cincinnati, OH. As a key member of our team, you will be responsible for driving branch performance, revenue growth, and customer loyalty through consultative interactions and solutions that promote financial well-being.Key...
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Mortgage Consultant
3 weeks ago
Cincinnati, United States Sibcy Cline Full timeJob Details Job Posting Date(s) Start Date 10/17/2024 Description Company Overview Sibcy Cline is a well-established and respected real estate company, serving the Greater Cincinnati, Dayton, Northern Kentucky, and Southeastern Indiana regions since the 1930s. As the largest independent real estate broker in the area with over nine hundred...
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Mortgage Consultant
1 month ago
Cincinnati, Ohio, United States Peoples Bank Full timeJob SummaryPeoples Bank is seeking a highly motivated and experienced Mortgage Consultant to join our team. As a Mortgage Consultant, you will be responsible for selling residential mortgage and home equity loan products to both potential and existing customers to meet defined production objectives.Key ResponsibilitiesConsistently meets or exceeds...
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Application Consultant
5 days ago
Cincinnati, Ohio, United States U.S. Bank Full timeAt U.S. Bank, we're committed to helping our customers and businesses make better financial decisions. We're seeking a skilled Application Consultant to join our team and contribute to our mission.The ideal candidate will have experience configuring Varicent incentives and a strong understanding of business and functional requirements. As an Application...
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Actuarial Professional
1 week ago
Cincinnati, Ohio, United States Staff Financial Group Full timeJob OverviewWe are seeking a highly skilled Actuarial Professional to join our team at Staff Financial Group.The ideal candidate will have a strong background in actuarial science and a proven track record of applying theoretical principles and practical techniques to drive business results.The successful candidate will be responsible for calculating,...