- Bank of America (Cincinnati, OH)
- Financial Solutions Advisor - Cincinnati Market Cincinnati, Ohio;Cincinnati, Ohio; Cincinnati, Ohio **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cincinnati/Financial-Solutions- Advisor Cincinnati-Market\_25047711-2) **Job Description:** At Bank of America, we… more
- JPMorgan Chase (Westerville, OH)
- …that sets the standard for extraordinary service and results.. As a Personal Advisor in JP Morgan's Wealth Management's National Branch Personal Advising group, you ... strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is a leading financial services firm, helping nearly half of… more
- Equitable (Cincinnati, OH)
- Entry Level - Financial Advisor - Cincinnati (OH) Lexington, Louisville (KY) (3963) ( 250000JI ) **Primary Location** : UNITED STATES-OH-Cincinnati **Other ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Equitable (Cincinnati, OH)
- Entry Level - Financial Advisor - OH, Cincinnati (2532) ( PIN\_15025 ) **Primary Location** : UNITED STATES-OH-Cincinnati **Organization** : Equitable Advisors ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Equitable (Cleveland, OH)
- Wealth Management Advisor - OH, Cleveland (3077) ( PIN\_20580 ) **Primary Location** : UNITED STATES-OH-Cleveland **Organization** : Equitable Advisors ... to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed… more
- Huntington National Bank (Chillicothe, OH)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: + Bachelor's Degree + CFP + At least 2-3 years of experience in an investments area + Experience… more
- US Bank (Cincinnati, OH)
- …make critical decisions independently - Professional designation such as CFA or CFP is preferred **Location** The role offers a hybrid/flexible schedule, which means ... there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please… more
- Deloitte (Cleveland, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent… more
- Deloitte (Cincinnati, OH)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more
- Deloitte (Dayton, OH)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in ... accounting, finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and… more