Financial Professional - Retirement Benefits Group - OH, Cincinnati (5085)
Cincinnati, Ohio, United States · On-site
Entry level
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the weal…
Skills: Client engagement, Financial consultation, Data analysis, Communication, Interpersonal skills
AO Global Elite
Managers in Training (Virtual)
Cincinnati, Ohio, United States · Remote Solely
Entry level
With our company growing faster than ever, we are looking for individuals with amazing people skills to join our 100% remote team. About Us: We want everyone who works for us to be able to succeed not only in their caree…
Skills: Communication, Problem solving, Critical thinking, Interpersonal skills, Adaptability
About the program Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop pro…
Position Summary... What you'll do...Develops communicates and leverages a strategic vision aligned with company market and local plans and tactics to direct the management teamand management and hourly associates in fac…
Skills: Strategic planning, Team leadership, Financial management, Performance management, Merchandising
Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected HCM platform. As Paychex and Paycor come together, we're combining in…
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial …
Overview Position: Front Office Coordinator Location: Eastgate-Cincinnati Weekly Hours: 40 (full time) SCOPE: Drives the success of front office operations by creating a welcoming, patient-centered environment and ensuri…
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial …
Job Summary: The Assurance Associate will be responsible for preparing financial statements with disclosures, applying basic areas of GAAP as necessary and documenting, validating, testing, and assessing various control …
Skills: Financial statements, Gaap, Gaas, Internal controls, Auditing theory
Oversee and lead strategic planning for the optimization of our indirect catalog and offering in North America, including both expense and capitalized goods, materials and services; as well as new categories. Responsible…
Skills: Strategic planning, Data analysis, KPI reporting, Procure to pay, Supply chain management
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
As a Fortune 500 company, Packaging Corporation of America (PCA) is an ideas and solutions company. Our corrugated packaging business seeks to be the leader in helping our customers — large and small — packag…
Role Summary/Purpose: Synchrony is seeking a flexible, driven, entrepreneurial-minded marketer to accelerate growth across our Specialty & Wellness focus markets. This role will own client-level and market-level marketin…
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Loan Resolution Specialists …
Skills: Collections, Customer Service, Organizational Skills, Written Communication, Verbal Communication
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responds to advanced customer ne…
Lockbox Support Specialist Sun, Mon, Wed &Thurs 7pm-5:30am
Cincinnati, Ohio, United States · On-site
Mid level
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Directs Workflow in assigned Ope…
Skills: Workflow management, Leadership, Problem solving, Communication, Organizational skills
Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" cu…
Skills: Ceded Reinsurance Claims, Coverage Evaluation, Net Exposure Calculations, Microsoft Excel, Professional Writing
Axos Bank Target Range: $120,000.00/Yr. - $140,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an A…
Skills: Equipment lease servicing, Loan servicing, Cash application, Team leadership, Financial systems
We are looking for an FCAS to join the American Modern Predictive Analytics team as a Principal Data Scientist and play a key leadership role in advancing pricing model strategy. American Modern Insurance Group, Inc., a …
Skills: Pricing model strategy, Predictive modeling, Statistical analysis, R, Python
Axos Bank Target Range: $80,000.00/Yr. - $120,000.00/Yr. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. Eligible for an An…
The role involves cultivating a client network within schools and municipalities to provide retirement benefit solutions. Professionals are responsible for analyzing client data and implementing tailored financial products and services.
Requirements
Candidates must hold a bachelor's degree or equivalent experience and possess strong interpersonal and communication skills. The position requires obtaining state life and health insurance licenses along with FINRA Series 7 and 66 registrations.
Full job description
Join Equitable Advisors: A Pathway to Possibilities and Positive Impact
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Base Salary: After successfully completing PEP, you will be eligible to become a 20th Edition RBG financial professional. Equitable Advisors supports you with an annual salary ($24,000) as a 20th Edition RBG financial professional.
Commissions and Bonus: In addition to an annual salary, RBG financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
At Equitable Advisors, we deliver personalized, goals-based financial guidance rooted in integrity, insight, and empathy. By taking the time to understand what matters most to clients, we help build and adapt financial strategies designed to support their life today—and the future they are planning for.
Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker-dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC (Equitable Network Insurance Agency of CA, LLC.; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equal Opportunity Employer - M/F/D/V. Retirement Benefits Group is a specialized division of Equitable Advisors. Important Information & Disclosures: https://equitable.com/social All messages, e-mail and other electronic individual and group communications sent to and received from this LinkedIn page are subject to capture, review and archive by Equitable Advisors and to possible production upon regulatory request for review. Please e-mail any comments or questions regarding this LinkedIn page to [email protected]. Never post your account/policy number, telephone number, and other secure or personal information, or trade instructions/requests. For customer service, please visit: equitable.com/support. Please click here to read more important information and disclosures regarding your connection to this LinkedIn page and use of its features: Equitable.com/social Equitable Advisors, Equitable Network, are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. GE-8900297.1 (4/26)(Exp. 4/30)
How many Finance & Accounting jobs are open in Cincinnati, OH right now?
There are currently 922 open finance & accounting positions in Cincinnati, OH listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Cincinnati, OH?
Companies currently hiring include Fifth Third Bank, U.S. Bank, Great American Insurance Group, Western & Southern Financial Group, Worldpay, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Cincinnati, OH?
Yes — 378 of the 922 open finance & accounting positions offer remote or hybrid work (64 remote, 314 hybrid).
How do I apply for Finance & Accounting jobs in Cincinnati, OH?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.