1mo
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Personal Lines Client Advisor
Crestview Hills, Kentucky, United States
OnsiteFull Time
3+ YOE3+ years of related insurance experience (personal lines preferred). Must hold or obtain a state insurance license within 90 days. Experience with policy servicing, renewals, carrier relations, and supervising 1-2 associates.
1mo
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GUCCI - Client Advisor - Cincinnati
Cincinnati, Ohio, United States
OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, proven sales track record, strong communication and commercial awareness, ability to work retail schedule including evenings/weekends/holidays, product and styling knowledge.
POS
3w
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Client Relationship Analyst
Cincinnati, Ohio, United States
OnsiteFull Time
Provide client support for financial advisors, execute money movements, manage administrative tasks, strong MS Office skills, detail-oriented, willing to obtain Series licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
2mo
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Registered Private Wealth Client Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Provides client service support to Financial Advisors; requires FINRA SIE, Series 7, and Series 66; strong client service and tech skills.
Salesforce, Microsoft Word, Microsoft Excel, PowerPoint
2mo
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Financial Advisor
Blue Ash, Ohio, United States
$90k/yr OnsiteFull Time
5+ YOE5–7 years in financial planning and client relationships; CFP designation required; Series 65 required; strong client communication and teamwork.
2mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
Bachelor's in Finance or related field; experience in financial services; strong analytical and client-facing skills; proficient in Microsoft Office and planning software.
Microsoft Office, MoneyGuidePro, Financial planning software
1mo
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Mission Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
3+ YOE3+ years professional experience, strong client-service and problem-solving skills, proficiency with Microsoft Word/PowerPoint/Outlook, multi-database navigation, multi-line phone operation, basic math and global geography knowledge.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Wealth Advisor
Cincinnati, Ohio, United States
OnsiteFull Time
5+ YOE5+ years in financial services, bachelor\u0002s degree required, Series 65/CFP/CFA required, strong client relationship and business development skills, SEC compliance familiarity, CRM use, strong communication and critical thinking.
CRM
1mo
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Investment Advisor III
Cincinnati, Ohio, United States
$112k-$208k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years industry experience typically required; responsible for managing client investment accounts, delivering investment advice, growing assets, and executing risk management in accordance with firm policies.
1mo
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Insurance Producer / Client Advisor
Fort Wright, Kentucky, United States
$50k-$100k/yr HybridFull Time
Relationship-driven sales skills, self-motivated and coachable; backgrounds in B2B/outside sales preferred; no prior insurance experience required; strong communication and competitive mindset.
2w
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Beauty Advisor - Part Time
Crestview Hills, Kentucky, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 pounds, punctual and available nights/weekends/holidays.
1d
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Beauty Advisor - Part Time
Crestview Hills, Kentucky, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, passion for beauty, strong communication, ability to lift up to 50 lbs, reliable attendance and availability for nights/weekends/holidays.
18h
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Resident Advisor - Corrections (2nd Shift)
Cincinnati, Ohio, United States
$17-$19/hr OnsiteFull Time
0+ YOEOversee daily client activities, ensure safety and structure, conduct safety checks and searches, document observations, support client life-skill development; high school diploma/GED and valid driver’s license required.
1mo
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Private Wealth Advisor
Blue Ash, Ohio, United States
HybridFull Time
Bachelor's degree preferred, experience in financial consulting preferred, strong analytical and communication skills, ability to build client relationships; financial planning licenses/certifications a plus.
2mo
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Part-Time Beauty Advisor - Sephora
Batavia, Ohio, United States
$16-$20/hr OnsitePart Time
Client-facing retail or service experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math/reading/computer skills, and completion of company training.
handheld scanners, multiple frequency devices
2w
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Wealth Management Advisor II
Cincinnati, Ohio, United States
OnsiteFull Time
8+ YOEBachelor's degree or equivalent, 8+ years financial services sales/client experience, CFP/CFA/CPWA (or JD/CPA) preferred and required within timeframe, S.A.F.E. Act/NMLS registration, state life and health licenses, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, NMLS
2w
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Part-Time Beauty Advisor (Rehire/Referral)
Miami Township, Ohio, United States
$14/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50+ lbs and complete company training.
2mo
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401k Compliance Regulatory NDT Advisor
Covington or Westlake
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years Defined Contribution client service; ASPPA credentials preferred; expertise in nondiscrimination testing and plan design; EPCRS knowledge; strong communication and collaboration.
EPCRS, Nondiscrimination testing, Plan design
2mo
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Relationship and Operations Associate
Blue Ash, Ohio, United States
$60k-$80k/yr OnsiteFull Time
5+ YOESupport advisors and clients; manage accounts; strong MS Office; detail oriented; project/time management; communication; growth mindset.
Microsoft Office, MS Teams, Excel, Outlook, Salesforce, Zoom, Orion
1mo
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Relationship Manager (Cincinnati, OH)
Cincinnati, Ohio, United States
$68k-$80k/yr HybridFull Time
Manage client service delivery for wealth advisors, proficiency with CRM and workflow tools, strong communication, organizational and problem-solving skills, leadership/mentoring experience.
CRM systems, workflow management tools, timekeeping system
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