• Financial Advisor

    Atria Wealth Solutions (Cincinnati, OH)
    …for CFS, including conducting client workshops/seminars on various topics ( ie , Social Security, Education planning, Retirement planning, etc.) Required ... you develop + Experience and aptitude with working with broker-dealer technology, ie , electronic order entry systems, DocuSign, etc. to process business, as well… more
    Atria Wealth Solutions (06/21/25)
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  • Tax Senior - Private Wealth

    Deloitte (Cleveland, OH)
    …business-related field + Experience reviewing trust documents + Excellent technology ( ie , Microsoft Excel and compliance software), research, and writing skills + ... + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or LLM +… more
    Deloitte (08/18/25)
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  • Brokerage Regional Director

    Truist (Cleveland, OH)
    …11. Act as a liaison to execute on various corporate initiatives ( ie Purpose/Culture activities, real estate consolidations, etc.) and use data (pulse survey ... Preferred Qualifications: 1. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc 2. Completion of an established management… more
    Truist (07/03/25)
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