Senior Financial Services Professional

4 weeks ago


Cincinnati, Ohio, United States Gpac Full time

The Financial Planning Specialist position at GPAC offers a competitive salary and a full range of benefits. We are seeking a self-starter with a strong business development mentality to work independently and focus on client needs.

Requirements:

  • 3+ years in financial services
  • Bachelor's degree in Business, Accounting, or Finance or relevant field preferred
  • Certified Financial Planner, Series 65, or willingness to acquire
  • Strong analytical skills and ability to make presentations and tele conversations

Key Qualities:

  • Reliable
  • Goal-oriented
  • Self-directed
  • Collaborative/Team-oriented
  • Financial industry knowledge - investment, risk management concepts and terminology

To succeed in this role, you must be dedicated to pursuing a career in the financial services industry and have a passion for the customer experience.

Gpac is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are client-focused and realize that our value is in our ability to deliver the right solutions at the right time.



  • Cincinnati, Ohio, United States Northwestern Mutual - Purcell Financial Full time

    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...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    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...


  • Cincinnati, Ohio, United States TEP Full time

    We 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...

  • Senior Underwriter

    3 weeks ago


    Cincinnati, Ohio, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled Senior Underwriter to join our Vendor Finance organization in Cincinnati, OH. As an Underwriter IV, you will be responsible for analyzing credit risk and making informed decisions to support the company's growth and success.Key Responsibilities:Analyze credit risk and make informed decisions...


  • Cincinnati, Ohio, United States NYL - Cincinnati Full time

    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...


  • Cincinnati, Ohio, United States Medpace, Inc. Full time

    Senior Financial ManagerWe are seeking a highly skilled Senior Financial Manager to oversee the financial operations of our Commercial Operations team at Medpace, Inc.Key Responsibilities:Oversee hiring, training, evaluation, and retention of employees within Commercial Operations department, including direct management of a team.Provide strategic input as...


  • Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    Job DescriptionAs a Senior Finance professional, you will play a key role in supporting operations by providing actionable financial analysis and insights to drive business performance. You will work closely with cross-functional teams to develop and implement financial strategies, analyze business metrics, and provide recommendations to senior...


  • Cincinnati, Ohio, United States PMC Specialties Group Full time

    Career Opportunity: Senior AccountantCincinnati Global Manufacturer of specialty chemicals seeks a highly skilled Senior Accountant to join their team.The ideal candidate will possess a strong background in plant manufacturing accounting, with a proven track record of delivering accurate and timely financial reports.Key qualifications include:4-year...


  • Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    Job Title: Senior Financial StrategistAt Rainmaker Resources, LLC, we are seeking a highly skilled Senior Financial Strategist to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Develop and implement...


  • Cincinnati, Ohio, United States PMC Specialties Group Full time

    Job Title: Senior AccountantCincinnati-based PMC Specialties Group is seeking a highly skilled Senior Accountant to join their team.Key Responsibilities:Manage month-end closing and financial reporting processesDevelop and maintain financial models and forecastsEnsure accurate and timely financial data entry and reconciliationCollaborate with...


  • Cincinnati, Ohio, United States MRA Recruiting Services Full time

    Job Title: Financial Planning and Analysis ProfessionalJob Summary:MRA Recruiting Services is seeking a highly skilled Financial Planning and Analysis Professional to join our team. As a key member of our finance department, you will be responsible for inventory accounting, commodity pricing reviews, and work order and inventory cost analysis. Your expertise...


  • Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    Job SummaryAs a Senior Financial Strategist at Rainmaker Resources, LLC, you will play a critical role in distilling complex financial analysis into actionable recommendations for business growth. With a strong background in finance and planning, you will be responsible for developing and implementing financial concepts, performing technical analysis, and...

  • Senior Tax Advisor

    4 weeks ago


    Cincinnati, Ohio, United States Allworth Financial Full time

    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...


  • Cincinnati, Ohio, United States Tranquil Multi Dynamic Advisory Full time

    Job SummaryThe Financial Manager of Development will provide guidance and supervision to the Financial Analyst through the lender underwriting process by helping to build the Total Development Budget and Operating Proformas for each project, as well as collaborate with the development team and executive management to structure and negotiate terms of funding...


  • Cincinnati, Ohio, United States The PNC Financial Services Group, Inc Full time

    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...


  • Cincinnati, Ohio, United States Tranquil Multi Dynamic Advisory Full time

    Job SummaryThe Financial Manager of Development will provide guidance and supervision to the Financial Analyst through the lender underwriting process by helping to build the Total Development Budget and Operating Proformas for each project, as well as collaborate with the development team and executive management to structure and negotiate terms of funding...


  • Cincinnati, Ohio, United States GBQ Holdings LLC Full time

    Job SummaryWe are seeking a highly skilled Senior Assurance Professional to join our team at GBQ Holdings LLC. As a key member of our Assurance Services group, you will play a critical role in delivering high-quality audit and assurance services to our clients.Key Responsibilities:Lead and participate in audit and assurance engagements, including financial...

  • Banking Professional

    4 weeks ago


    Cincinnati, Ohio, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a talented individual to join our team as a Teller. As a Teller, you will play a critical role in delivering exceptional customer service and providing a unique banking experience for our customers.Key Responsibilities:Deliver a personalized banking experience to customers, addressing their financial...


  • Cincinnati, Ohio, United States UC Health Full time

    About the RoleThe Vice President of Finance Operations & Analytics plays a critical role in promoting the financial sustainability of UC Health. This senior leadership position oversees advanced financial analytics, service line performance, and ensures the financial integrity of new and expanded services.Key ResponsibilitiesDevelop and implement financial...


  • Cincinnati, Ohio, United States Rainmaker Resources, LLC Full time

    Job 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...