5 Wealth Management jobs in Cincinnati.

Hiring now: Personal Lines Account Mg @ Foundation, Dir Of External Mgr Resea @ Bartlett W, Wealth Management Coop @ Bartlett, Private Wealth Lending Cr @ Citizens, Financial Solutions Advis @ Bank Of Am.Explore more at jobswithgpt.com.

🔥 Skills

personal lines (1) high net worth (1) P&C (1) client renewals (1) claims counseling (1) risk profile assessments (1) policy coverage (1) re-market (1) negotiation (1) insurance licenses (1)

đź“Ť Locations

Cincinnati (3) Mason (1) Miamisburg (1)
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Foundation Risk Partners

Personal Lines Account Manager Cincinnati
Skills & Focus: personal lines, high net worth, P&C, client renewals, claims counseling, risk profile assessments, policy coverage, re-market, negotiation, insurance licenses
About the Company: one of the fastest growing insurance brokerage and consulting firm in the US
Experience: 5+ years personal lines experience with a background in HNW client/account management services
Type: Full-time
Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 40…

Bartlett Wealth Management

Director of External Manager Research Cincinnati
Skills & Focus: external investment managers, Bartlett Fund Advantage, alternative investments, investment strategies, manager selection process, wealth management, client-facing experience, private investments, asset allocation, interpersonal skills
About the Company: Bartlett Wealth Management has 83 employees between its locations in Cincinnati, Chicago, and Louisville, and approximately $9.4 billion in assets under manage…
Experience: 10 plus years of relevant, client-facing experience, preferably with an RIA/wealth management firm and with high-net-worth clients.
Type: Full-time
Benefits: We offer a competitive salary and eligibility for annual firm profitability/individual performance incentive, a compreh…

Bartlett

Wealth Management Co-op Cincinnati
Skills & Focus: financial planning, investment management, client meetings, analytics, market research, eMoney software, corporate bond, equity summary, client reports, ESG holdings
About the Company: Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 83 employees. Wealth management at Bartlett is a team approach to p…
Experience: No prior experience required; pursuing a bachelor’s degree.
Type: Co-op

Citizens

Private & Wealth Lending Credit Services Professional Mason
Skills & Focus: Lending, Credit Services, Professional, Banking, Financial, Customer Service, Relationships, Community, Support, Growth
About the Company: Citizens is a leading financial institution committed to providing an inclusive and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Bank Of America

Financial Solutions Advisor Trainee Miamisburg
Skills & Focus: Financial Solutions, Securities licenses, Client relationships, Financial advice, Investment management, Sales role, Collaborative, Results-driven, Regulatory compliance, Professional development
About the Company: Bank of America is committed to advancing tools, technology, and ways of working, putting clients first to meet their evolving needs, and supporting communitie…
Experience: Minimum of one year of financial services industry or sales experience
Type: Full-time
Benefits: Unlimited potential for financial growth, robust marketing support, ongoing professional development