- Robert Half Finance & Accounting (Cincinnati, OH)
- …and articulate their financial goals with respect to retirement, education, wealth preservation, and other. * Developing coherent and realistic financial plans ... * Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients. * Collect and input data into a… more
- Huntington National Bank (Columbus, OH)
- …efficiency and satisfaction. + Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives. + Manage the escalation process ... training and development programs for the service team. + Collaborate with Wealth partners on business and corporate initiatives. + Performs other duties as… more
- CH Robinson (Columbus, OH)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... all employees feel welcomed, valued and respected. EOE//Disabled/Veteran **Benefits** **Your Health, Wealth and Self** Your total wellbeing is the foundation of our… more
- Coinbase (Columbus, OH)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of proficiency in cryptocurrency and Coinbase products * Experience in Banking, Wealth Management, Corporate Fiance, Asset Management or FinTech * Understanding of… more