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90 planning associate jobs at 48 companies in Cincinnati, OH

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Planning and Advice Associate - Covington, KY
Covington, Kentucky, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires client relationship and consultative experience, customer engagement skills, financial services or retirement planning knowledge, strong communication and technology skills, and ability to complete FINRA licensing exams.
Fidelity's planning tools
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1w
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Sales Planning Associate Manager - Clorox/Purell
Oakland or Minneapolis or Bentonville or Pleasanton or Alpharetta or Durham or Mason
$91k-$210k/yr HybridFull Time
Clorox
CloroxNew York Stock Exchange: CLX: Manufactures and markets consumer cleaning and wellness products.
3+ YOE3+ years CPG experience, BS/BA degree, ~15% travel, strong analytical and forecasting skills, sales planning and GTM experience, leadership and communication skills.
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2mo
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Planning and Advice Associate - Covington, KY
Covington, Kentucky, United States
HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide inbound/outbound planning and advisory support for workplace and personal investment clients, use Salesforce and internal systems, complete FINRA licensing (SIE, Series 7, Series 66) with employer support, and work in a hybrid setting.
Salesforce
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1mo
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Planning and Advice Associate - Covington, KY
Covington, Kentucky, United States
HybridFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Provide inbound/outbound consultative support to workplace and personal investment clients, use planning tools and Salesforce, obtain SIE/Series 7/66 licenses (supported), strong communication and time-management skills, hybrid work flexibility.
Salesforce
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6d
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Senior Associate, Material Planning (41887)
Mason, Ohio, United States
OnsiteFull Time
L3Harris Technologies
L3Harris TechnologiesNYSE: LHX: Aerospace and defense providing mission-critical technology solutions.
2+ YOEBachelor’s degree and 2+ years of related experience, or graduate degree with up to 2 years, or 6+ years in lieu of a degree. Requires ERP and inventory planning skills; APICS certification preferred.
ERP, Costpoint, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams
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1mo
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GTM Planning Rhythm of Business (ROB) Senior Associate
Chicago or Downers Grove or Boston or Hartford or Melville or New York or Edison or Pittsburgh or Philadelphia or Baltimore or Arlington or Raleigh or Charlotte or Columbia or Atlanta or Jacksonville or Orlando or Fort Lauderdale or Tampa or Cleveland or Cincinnati or Southfield or Houston or Tulsa or Oklahoma City or Dallas or Austin or St Louis or Kansas City or Appleton or Minneapolis or Denver or Wichita or Salt Lake City or Phoenix or Newport Beach or Los Angeles or San Diego or San Jose or San Francisco or Portland or Bellevue
$96k-$144k/yr HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree required; 2+ years experience in strategic planning, business operations, or similar; strong Excel, reporting, planning, stakeholder communication, and executive storytelling skills.
Microsoft Excel
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3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
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4w
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Student Associate
Cincinnati, Ohio, United States
OnsitePart Time
University of Cincinnati
University of Cincinnati: Public research university providing academic degrees and healthcare services.
High school diploma/GED and current student enrollment required; minimum age 16; must complete UC application and job interest survey; able to plan and lead accessible art classes.
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1mo
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Trusts & Estates Associate
Cincinnati, Ohio, United States
$150k-$200k/yr OnsiteFull Time
UB Greensfelder
UB Greensfelder: Provides legal counsel and litigation services to business clients.
2+ YOEOhio bar required, Kentucky bar preferred; 2-3 years estate planning experience; experience preparing wills, trusts, and advanced transfer tax planning; strong legal research and communication skills.
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1mo
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Trusts & Estates Associate
Cincinnati, Ohio, United States
$150k-$200k/yr OnsiteFull Time
UB Greensfelder
UB Greensfelder: Providing tailored legal counsel and litigation services to businesses.
2+ YOEOhio law license required, 2+ years estate planning experience, Bachelors/JD implied by bar admission; strong legal research, analytical, and communication skills.
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3w
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Retail Sales Associate
Cincinnati, Ohio, United States
OnsitePart Time
EssilorLuxottica
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Provide retail sales and customer service for eyewear, support commission/bonus plans, and represent brand standards in-store.
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5d
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Associate Wealth Advisor (AWA)
Cincinnati, Ohio, United States
$75k-$100k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
2+ YOEBachelor’s degree, 2+ years of relevant financial planning or related experience, and CFP designation or Series 65 required. Requires wealth management knowledge, financial planning software experience, and strong communication skills.
eMoney, MoneyGuide Pro
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2mo
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Production Planner Associate
Cincinnati, Ohio, United States
OnsiteFull Time
Emery Oleochemicals
Emery Oleochemicals: Manufacturer of natural-based specialty chemicals and oleochemicals.
Bachelor's degree in Supply Chain, Engineering, or related field; knowledge of production planning; ERP and Excel experience; chemical/process manufacturing preferred.
ERP systems (SAP preferred – ECC or S/4HANA), Microsoft Excel, MRP / production planning systems
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1mo
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New Home Sales Associate
Indianapolis or Cincinnati or Columbus or Tampa or St. Petersburg
OnsiteFull Time
Onyx+East
Onyx+East: Builds connected urban and suburban residential communities.
2+ YOEMinimum 2 years sales experience, strong communication and people skills, ability to read floor plans, real estate experience preferred, college degree preferred, must work weekends and assist throughout the sales process.
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1mo
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Associate Director, Sales - Kroger
Cincinnati, Ohio, United States
$164k-$205k/yr OnsiteFull Time
Kraft Heinz
Kraft HeinzNASDAQ: KHC: Produces and sells condiments, dairy products, and packaged foods.
Proven experience leading retailer accounts (Kroger preferred), P&L ownership, promo planning, people leadership, strong quantitative/negotiation skills, and a Bachelor’s in business/finance or related field.
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1w
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Retail Sales Associate/Spa Sales Consultant
Beavercreek, Ohio, United States
$13-$14/hr OnsitePart Time
WellBiz Brands
WellBiz Brands: Franchisor platform for beauty, wellness, and fitness brands.
Entry-level retail sales role focused on wellness plan sales and customer service; requires customer service or retail experience preferred and familiarity with office tools.
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1mo
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LEAD SALES ASSOCIATE-FT in BETHEL, OH S31748
Bethel, Ohio, United States
OnsiteFull Time
Dollar General
Dollar GeneralNYSE: DG: Operates a chain of discount retail stores.
Perform cashier and stocking duties, follow plan-o-grams, handle cash and deposits, provide customer service, and lift up to 55 lbs. High school diploma and supervisory experience preferred.
IBM cash register, flatbed scanner, handheld scanner
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2w
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Entry-Level Retirement Operations Associate, (CRS)
Cincinnati or United States
HybridFull Time
Strongpoint Partners
Strongpoint Partners: Provides tech-enabled retirement plan administration and payroll services.
0+ YOEBachelor's degree required; basic computer proficiency with Microsoft Excel and Word; strong attention to detail, communication, and analytical skills; no prior retirement-plan experience required; structured training provided.
Microsoft Excel, Microsoft Word
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2mo
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Sales Associate / Jewelry Specialist - Jared Jewelers - Princeton Plaza Shopping Center - Springdale, OH
Springdale, Ohio, United States
OnsiteMultiple Commitments Available
Signet Jewelers
Signet JewelersNYSE: SIG: Largest retailer of diamond jewelry and watches.
Provide superior customer service and drive sales through product presentation, meeting individual and team sales goals, offering financing and service plans, and working flexible hours including nights, weekends, and holidays.
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1mo
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Trusts & Estates Associate
Cincinnati, Ohio, United States
$150k-$200k/yr OnsiteFull Time
UB Greensfelder
UB Greensfelder: Full-service law firm providing customized legal and business solutions.
2+ YOEOhio law license required (Kentucky preferred), 2+ years estate planning experience, strong analytical and communication skills, experience preparing wills/trusts and researching estate and tax issues.
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