17 financial advisor jobs found in Cincinnati

Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance. As part of the NAC, the HFA Dedicated Financial Advisor - Advice Center with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment. Duties & Responsibilities: Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. Analyze client financial needs and recommend appropriate products via phone and web-based delivery. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Is proactive with consistent partner communication. Works closely to coach and...

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Private Bank Premier Wealth Advisors to support the sales process and deliver exceptional service to our clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Responsible for the day-to-day activities and...

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" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. P&C IT Services provides professional services to help our business units and corporate functions use...

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" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Predictive Analytics is seeking a Data Engineer to join our Business Data and Analytics department. In this...

Position Summary: The Account Manager, Employee Benefits serves as the primary relationship manager for assigned employee benefits clients, ensuring exceptional service, client retention, and strategic benefits planning. This role partners with producers, consultants, carriers, vendors, and internal team members to develop and implement competitive benefits solutions while ensuring compliance with applicable regulations. The Account Manager acts as a trusted advisor, leading renewal strategies, client meetings, employee communications, and ongoing benefit program management to support client objectives and long-term success. Supervisory Responsibilities: Provide day-to-day leadership and guidance to Account Relationship Managers (ARMs), Senior ARMs, Benefits Specialists, and Senior Benefits Specialists, as applicable. Support employee development, training, and performance improvement initiatives. Participate in recruitment and interview processes as needed....

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

POSITION SUMMARY:   The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork , supporting either our Property & Casualty or Employee Benefits line of business.    ABOUT HUB INTERNATIONAL:   H UB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow. WHAT WE OFFER YOU:   At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? As a Sales Analyst on the Employee Benefits team, you will manage the RFP (proposal) process for new business as well as existing/growing business through your blend of relationship management, customer service, and analytical skills. In addition to RFP management, your ability to build and maintain meaningful, effective relationships will be vital as you collaborate with internal...

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

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" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The P&C Corporate Claims Division consists of over 100 professionals who support Great American’s highly-diversified P&C claims operations across the world. The division’s functional teams include Claims Practices, Claims Counsel, Claims Support Services, and Legacy Claims....

- Core Specialty, through its subsidiary insurers, offers a diversified range of specialty insurance products for small to mid-sized companies. Our culture emphasizes a “bring-it-on” attitude, quick action with intent, problem solving with expertise, and personal accountability. Core Specialty is looking for a Deputy General Counsel focused on issuer-side securities reporting and compliance to directly support Core Specialty’s businesses to ensure the continued success of the organization and to build for the growth that is expected in the future. This Deputy General Counsel role is an exciting opportunity for a high performer with advanced, sophisticated skills and an entrepreneurial spirit to make meaningful, high-visibility impacts across the organization. An attorney who appreciates and prefers a collaborative, teamwork-oriented approach to the practice of law will be the ideal candidate for this position, which reports to the General Counsel of Core Specialty. Key...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Our Employee Benefits sales team is hiring!  This is your opportunity to accelerate your success as our next Employee Benefits Sales Professional . The territory, consisting of Cincinnati, Columbus and Dayton, OH , offers the ideal mix of opportunities, from well-established mature business relationships with area producers to robust market development opportunities.  In this...

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" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Running a farm or ranch has always involved a lot of risks. But these days, rapid changes in the industry are raising the stakes. Advanced technologies and new environmental concerns are pushing farming and ranching in new directions. But no matter how much things change, one thing...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...