39 senior advisor jobs at 21 companies in Williamstown, KY
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Senior ERISA Advisor
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yr HybridFull Time
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
2mo
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Senior Technical Advisor
Blue Ash or Cleveland or Columbus
$151k-$240k/yr OnsiteFull Time
10+ YOEEngineering degree and 10–12 years of relevant experience required. Advanced technical expertise, project leadership, client advising, and complex engineering review experience required; PE preferred.
2w
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Senior Compliance Advisor
Covington, Kentucky, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of defined contribution client service experience, 4+ years of nondiscrimination testing experience, and expertise in compliance, regulatory guidance, client consultation, and escalated issue resolution.
Employee Plans Compliance Resolution System (EPCRS), Form 5500, General Test, Benefits Rights and Features Test, Average Benefit Test, ERISA, FINRA
2mo
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Senior Technical Advisor
Blue Ash or Cleveland or Columbus
$151k-$240k/yr OnsiteFull Time
10+ YOEBachelor's, Master's, or PhD in Engineering with 10–12+ years relevant experience; provides technical guidance, conducts reviews, supports proposals, mentors staff. PE and AICP preferred.
3w
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Academic Advisor -OR- Sr Academic Advisor, CEAS Graduate Studies
Cincinnati, Ohio, United States
HybridFull Time
0+ YOEBachelor's degree required. Academic Advisor requires 0–1 year of student service or related experience; Senior Academic Advisor requires 3 years of academic advising experience. Strong communication and problem-solving skills required.
SuccessFactors
3w
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Senior Client Advisor / Relationship Manager
Toledo or Columbus or Cincinnati or Columbus
OnsiteFull Time
5+ YOEBachelor’s degree; 5+ years of wealth management client relationship experience; exceptional communication, fiduciary judgment, organizational discipline, and knowledge of the full wealth management lifecycle. Finance or business preferred.
1mo
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Philanthropic Advisor
Chicago or St. Louis or Erlanger
$82k-$127k/yr RemoteFull Time
5+ YOEMinimum 5 years major gift or donor relationship experience; proven track record securing $25K+ gifts; portfolio management of 125-150 donors; ability to complete 80-100 face-to-face visits/year; valid driver’s license; ability to travel 50%+; polished communication and Microsoft Office proficiency.
Microsoft Office
2mo
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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
3w
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Fiduciary Advisor III
Cleveland or Philadelphia or Cincinnati
$112k-$229k/yr OnsiteFull Time
5+ YOEBachelor's degree typical, 5+ years industry-relevant experience, fiduciary knowledge, decision-making, investment management, and risk assessment skills.
2mo
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Senior Compliance Advisor
Westlake or Covington
OnsiteFull Time
8+ MgmtBachelor's degree required; 8+ years managing operations teams; strong understanding of defined contribution plan ERISA, DOL, and IRS regulations; proven leadership, communication, and KPI management skills.
Plan Sponsor Webstation (PSW)
2w
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Wealth Advisor- Covington, KY
Covington, Kentucky, United States
$110k-$150k/yr OnsiteFull Time
3+ YOERequires 3–5+ years of investment advisory experience, active Series 65 or 66, clean U-4/U-5 history, computer literacy, strong communication, organization, client service, and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce, Orion, eMoney, MoneyGuide, CRM, Financial Planning software
1mo
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Wealth Management Advisor
Louisville or Lexington
OnsiteFull Time
5+ YOEBachelor's or equivalent, 5-7 years sales/client service experience in financial services, required state life and health insurance licenses, S.A.F.E. Act (NMLS) registration, CFP/CFA/CPWA preferred (required within 24–36 months), strong communication and sales skills, proficiency with Word/Excel/PowerPoint and CRM.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
2w
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Financial Advisor Associate
Cincinnati, Ohio, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, listening, and problem-solving skills; U.S. work authorization required.
Financial Planning Specialist (FPS), Securities Industry Essential (SIE) Exam, Series 7, Series 66
3w
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Advisor, Economic Evaluation (P3)
Fairfield or Washington or Lexington
$75k-$103k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years in international development budgeting and cost modeling, quantitative analysis, economic evaluation, facilitation, communication, English, and MS Office proficiency; travel up to 20%.
Microsoft Office, Microsoft Excel, STATA, R, SPSS, Dioptra, Power BI, Tableau
2w
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PWM Private Wealth Advisor
Cincinnati, Ohio, United States
$118k-$144k/yr HybridFull Time
8+ YOEBachelor's degree or equivalent experience; 8+ years interacting with high and ultra-high net worth clients; strong relationship management, business development, analytical, decision-making, and communication skills.
NMLS, Reg Z, E-Verify
2d
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Wealth Business Advisor I
Cincinnati, Ohio, United States
$90k-$110k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years working with affluent clients in banking, investments, financial planning, outside sales, or relationship management, plus 5+ years of business and retail lending experience.
Microsoft Office, Customer Relationship Management (CRM)
2w
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Experienced Financial Advisor - Confidential Move Conversation
Lexington, Kentucky, United States
HybridFull Time
Bachelor's degree in finance, accounting, or related field; financial consulting experience preferred; strong analytical, problem-solving, communication, and client relationship skills.
3w
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Sales Excellence Advisor – Sales Training
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
RemoteFull Time
5+ YOEBachelor’s degree, 5+ years in change, program/project management, or training, and 4+ years of stakeholder management; sales, consulting, transformation, and large-scale training experience preferred.
Sales Excellence Offering Catalog, Sales GenAI tools
4d
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Management and Program Analyst (Senior Operations Advisor)
Fresno or Washington or Atlanta or Chamblee or Covington or Andover or Lanham-Seabrook or Kansas City or Holtsville or Memphis or Austin or Ogden
$148k-$197k/yr OnsiteFull Time
1+ YOEOne year of specialized experience equivalent to GS-14 advising on legislation and tax administration, leading cross-functional programs, developing policy, negotiating recommendations, and applying data analysis to improve operations.
3w
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Principal Advisor, Asset Management - Decatur, IL or ADM site
Decatur or Cedar Rapids or Des Moines or Erlanger or Lincoln
$104k-$195k/yr OnsiteFull Time
5+ YOEBachelor's in engineering/STEM,5+ years plant leadership with asset management focus,proficiency with Microsoft Word, Excel, PowerPoint, Visio and PowerBI,ability to travel 25-50%,strong communication and project management skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, PowerBI
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