Licensed Financial Advisor

Job OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at Personal Choice Financial Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and providing expert financial guidance to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans...

Job Title: Senior Tax AdvisorWe are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.Key Responsibilities:Prepare and review...

Job Summary:TruPartner Credit Union is seeking a highly skilled Financial Advisor to join our team in the Cincinnati Ohio market. As a Financial Advisor, you will play a crucial role in enhancing member and client relationships by providing holistic planning advice and offering solutions such as investments, insurance, and estate planning.About the Role:The...

About the RoleTruPartner Credit Union is seeking a highly skilled Financial Advisor to join its team. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to credit union members, helping them achieve their personal, education, business, retirement, and estate planning goals.Key ResponsibilitiesConduct financial...

Job SummaryPNC is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our investment team, you will be responsible for managing client accounts and providing expert investment advice.Key ResponsibilitiesManage client accounts in accordance with investment objectivesProvide expert investment advice and market insights to...

About the RoleAs a Tax Advisor with Block Advisors, you will play a vital role in helping individuals and small businesses navigate the complexities of tax preparation and planning. With a strong focus on building client relationships and providing exceptional service, you will be responsible for conducting tax interviews, preparing tax returns, and offering...

Job OverviewWe are seeking a highly motivated and self-disciplined individual to join our team as a Financial Advisor. As a Financial Advisor, you will have the opportunity to build your practice and help individuals, families, and small businesses prepare for their financial futures.We provide professional training and cover the cost of your licenses and...

Senior Tax AdvisorOur client, a leading financial advisory firm, is seeking a highly skilled Senior Tax Advisor to join their team. As a key member of the wealth management team, you will be responsible for providing expert tax advisory services to clients, focusing on retirement strategies, tax-efficient investment planning, and estate tax planning.Key...

Financial Services CoordinatorAt Stratos Wealth Partners LLC, we are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team. This role will be responsible for providing exceptional client service and support to our financial advisors.Responsibilities:Manage client service inquiries and requests in a timely and...

Job Title: Block Advisors Tax AdvisorAbout the Role:As a Tax Advisor at H&R Block, you will play a vital role in helping clients navigate their tax needs. With a focus on building strong relationships and providing exceptional service, you will be responsible for preparing tax returns, conducting tax interviews, and offering tax planning and audit...

As 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...

Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual, you'll have the opportunity to build a rewarding career in financial services. With a strong focus on personalized financial planning, you'll help clients achieve their goals and live more, worry less.Key Responsibilities:Develop and implement comprehensive financial plans for...

Job OverviewStrategic HR, Inc. is seeking a seasoned Financial Director to lead our financial operations and drive organizational growth. As a trusted advisor to the CEO, you will oversee accounting, financial planning, compliance, and benefits administration.Key Responsibilities:Oversee accounting functions, including general ledger, accounts payable,...

Job SummaryWe are seeking a highly skilled Mac Support Specialist to join our team at Commonwealth Financial Network LLC. As a Mac Support Specialist, you will provide technical support for our home office staff, advisors, and their staff, on a wide range of issues related to Apple devices and software.Key ResponsibilitiesProviding first-level Apple device...

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...

About Rockefeller Capital Management: A leading independent financial advisory services firm, Rockefeller Capital Management, has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees...

Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Client Advisor to join our team at Wilks Insurance Agency, Inc. As an Insurance Client Advisor, you will be responsible for providing exceptional customer service to our clients, assessing their insurance needs, and presenting policy options that meet their...

Job OverviewThe University of Cincinnati invites applications for a hybrid position as an Academic Advisor in the College of Engineering and Applied Science (CEAS). The Academic Advisor will advise current and prospective students about how to meet their educational, professional, and personal goals.This is an extremely high visibility position, working in...

Client Service ExpertiseFifth Third Bank, N.A. is seeking a skilled Treasury Management Client Advisor to join our team. As a key member of our Commercial Division, you will be responsible for managing a portfolio of top revenue-generating clients, providing exceptional service, and driving business growth.Key ResponsibilitiesProactively manage client...

Job SummaryCareer TEAM is seeking a highly motivated and experienced Career Advisor to join our team. As a Career Advisor, you will provide career counseling, case management, and follow-up services to youth (16-24) in a dynamic and fast-paced environment.Key ResponsibilitiesProvide intensive case management services to registered customers within the...