73 planning associate jobs at 42 companies in Fort Mitchell, KY
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ESTATE & TAX PLANNING ASSOCIATE
Cincinnati, Ohio, United States
$180k-$195k/yrHybridFull Time
FBT Gibbons: Full-service national law firm providing comprehensive legal solutions.
3+ YOERequires 3–5 years in estate and tax planning, trust administration, and business succession planning; Ohio licensure, superior academic credentials, research and writing skills, and high-net-worth client experience.
Merrimack or Covington or Denver or Westlake or Salt Lake City or Jacksonville or Smithfield
$48k-$50k/yrHybridFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires client relationship and consultative experience, customer engagement skills, financial services interest or knowledge, strong communication and technology skills, and ability to complete FINRA SIE, Series 7, and Series 66.
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.
Oakland or Minneapolis or Bentonville or Pleasanton or Alpharetta or Durham or Mason
$91k-$210k/yrHybridFull Time
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.
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.
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
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/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree in business/finance/economics/analytics or related; 2+ years analytics, financial modeling or operations experience; advanced Excel, BI/dashboarding (Power BI, Tableau), scenario analysis, strong communication.
Microsoft Excel, Microsoft Power BI, Tableau, Microsoft Power Automate, ClickUp, CRM, CMS
Hamilton or Middletown or Fairfield or West Chester or Oxford or Miami University
$14/hrFieldPart Time
Butler County Regional Transit Authority: Public transportation and paratransit provider for Butler County residents.
Pursuing an associate or bachelor's degree at Miami University, with GIS coursework preferred. Requires Ohio driver's license, clean driving record, technical aptitude, communication skills, and ability to perform field and office work.
Microsoft Office Applications, Microsoft Excel, ESRI ArcGIS, ArcGIS Pro, GIS, impact drills, hammers, pliers, wrenches
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
Indianapolis or Cincinnati or Columbus or Tampa or St. Petersburg
OnsiteFull Time
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.
Globus MedicalNYSE: GMED: Manufactures medical devices and robotic systems for musculoskeletal surgery.
5+ YOE3+ MgmtRequires 5 years of related experience with a bachelor's degree, 3 years with a master's, a PhD, or equivalent experience. Requires leadership, planning, analytical, MS Office, Excel, PowerPoint, FDA, and ISO 13485 knowledge.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, ISO 13485
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
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.
Sales Associate / Jewelry Specialist - Jared Jewelers - Princeton Plaza Shopping Center - Springdale, OH
Springdale, Ohio, United States
OnsiteMultiple Commitments Available
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.
Cincinnati FinancialNASDAQ: CINF: Provides property and casualty insurance through independent agents.
Bachelor's degree with minimum 3.2 GPA, strong communication, analytical and problem-solving skills; ability to plan and execute risk-based audits and work independently; internships or relevant experience preferred.
Globus MedicalNYSE: GMED: Develops and manufactures implants for spinal and orthopedic surgery.
5+ YOERequires 5 years related experience with a bachelor's degree, 3 years with a master's degree, a PhD without experience, or equivalent experience. Requires leadership, analytical, planning, problem-solving, and MS Office skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint
The Tile ShopOTCPK: TTSH: Retailer of natural stone, ceramic, and porcelain tiles.
Strong work ethic and customer-service skills, basic math and computer skills, ability to read measurements and floor plans, English proficiency; bilingual a plus.