Insurance Client Advisor

At Worldpay, we're looking for a Client Success Pool Advisor to join our Cross Sales and Loyalty team. This role is all about building lasting relationships with our customers, colleagues, and communities.We're a fast-paced and ever-changing environment that requires attention to detail and creative solutioning. Our focus is on creating value through...

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...

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 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 Title: Licensed Financial AdvisorTruPartner Credit Union is seeking a highly skilled Licensed Financial Advisor to join their team in Cincinnati, Ohio. As a key member of the organization, you will be responsible for providing holistic financial planning advice to clients, helping them achieve their personal, education, business, retirement, and estate...

Job Title: Trust Investment AdvisorAt Stock Yards Bank and Trust, we are seeking a highly skilled Trust Investment Advisor to join our team. As a key member of our investment management team, you will be responsible for directing the investment needs and goals of assigned investment management and trust accounts.Key Responsibilities:Participate in asset...

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...

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...

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...

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...

The Opportunity:The Client Service Specialist is a key role in our organization, responsible for building and maintaining strong relationships with clients. This position requires exceptional customer service skills, with a focus on delivering prompt, accurate, and thoughtful service to clients.This role involves providing high-level support to team members...

We are seeking a highly motivated and organized Insurance Account Manager to join our team at CAI Insurance Agency, Inc. This is an exceptional opportunity for a driven individual looking to continue to grow in their career.We offer a competitive base compensation with an opportunity to earn additional compensation through commissions, year-end bonusing, and...

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...

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...

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...

Job SummaryMission Advisor is responsible for ensuring the operational success of all mission-related activities by providing exceptional customer service and coordinating closely with external vendors and suppliers, internal team members, and other departments.Key ResponsibilitiesCommunicate directly with clients to process new trip write-ups and revisions...

Role OverviewThe Client Service Representative role at Fidelity Investments is a unique opportunity to develop your skills and expertise in the financial services industry. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.Key ResponsibilitiesDevelop skills...

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...

About the RoleWe are seeking a dedicated Academic Advisor to join our team at the University of Cincinnati Blue Ash College. As an Academic Advisor, you will play a critical role in supporting the academic success of our students, particularly those majoring in Allied Health and Pre-Health Professions.Key ResponsibilitiesProvide academic advising to...

About the PositionThe University of Cincinnati is seeking a highly motivated and student-centered Academic Advisor to join our team in the College of Design, Architecture, and Planning. As an Academic Advisor, you will play a critical role in supporting the academic success of our undergraduate students.Key ResponsibilitiesProvide academic advising to...