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The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span

Accountant 1, College of Medicine, Office of Accounting & Finance. The Office of Accounting and Finance is currently hiring a full-time Accountant 1.

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity

Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity t

The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the cu

The Personal Banker I position will provide an exceptional customerexperience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span

The Underwriter reviews contract bond applications to evaluate, classify, and rate risk to determine acceptability, coverage, and pricing. The underwriter establishes, maintains, and develops agency and/or broker relationships, and has defined underwriting authority as well as responsibility for bus

Production Underwriter to join our Great Lakes Region in a multi-line, multi-industry opportunity. Production Underwriter will handle a renewal book in their territory as assigned. Represent the field underwriter perspective in key corporate initiatives and projects.

Proficient in word processing, spreadsheet and accounting applications.

Works with a mentor underwriter to establish appropriate underwriting actions to fully evaluate complex risks. Answers questions concerning application status and other inquiries on behalf of the underwriter. Conducts follow-up research on outstanding requirements and refers to the underwriter when

Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Retail Personal Banker I - Norwood FC. The Personal Banker II position will provide an exceptional c

American Modern Insurance Group .Cincinnati , United States .Location: current schedule is hybrid (40-50% in the Amelia, Ohio office).Please add a cover letter with details if you are not local and plan to relocate for the hybrid schedule.Applicants requiring employer sponsorship

This Accounting Co-op position is designed to provide students with practical experience in various aspects of corporate accounting, including the month-end close process, financial reporting, regulatory reporting, and finance transformation. Responsible and accountable for risk by openly exchanging

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service. During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.S. and abroad. Duties include: • Providing protection for various protectees., • Conducting criminal investigations pertaining to financial obligations of the United States. Requirements • U.S. citizenship is required, • Possess a current valid driver's license, • Carry and use a firearm. Maintaining firearm proficiency is mandatory., • Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process., • You must obtain a Top Secret Clearance and retain it during your career., • Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye., • Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500,1000 and 2000Hz ranges., • Submit to a drug test prior to your appointment and random drug testing while you occupy the position., • Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD., • Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas., • Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service. During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.S. and abroad. Duties include: • Providing protection for various protectees., • Conducting criminal investigations pertaining to financial obligations of the United States. Requirements • U.S. citizenship is required, • Possess a current valid driver's license, • Carry and use a firearm. Maintaining firearm proficiency is mandatory., • Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process., • You must obtain a Top Secret Clearance and retain it during your career., • Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye., • Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500,1000 and 2000Hz ranges., • Submit to a drug test prior to your appointment and random drug testing while you occupy the position., • Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD., • Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas., • Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. At their core, those who join the Secret Service are courageous, intelligent, strong and determined. A diverse team capable of balancing our investigative mission and fulfilling our protective legacy. Proven to be worthy of trust and confidence. Be tomorrow's Secret Service. During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.S. and abroad. Duties include: • Providing protection for various protectees., • Conducting criminal investigations pertaining to financial obligations of the United States. Requirements • U.S. citizenship is required, • Possess a current valid driver's license, • Carry and use a firearm. Maintaining firearm proficiency is mandatory., • Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process., • You must obtain a Top Secret Clearance and retain it during your career., • Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye., • Hearing loss, as measured by an audiometer, must not exceed 25 decibels (A.S.A. or equivalent I.S.O.) in either ear in the 500,1000 and 2000Hz ranges., • Submit to a drug test prior to your appointment and random drug testing while you occupy the position., • Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD., • Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas., • Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.

Commercial Banker - Healthcare. The Commercial Banker - Healthcare is responsible for sourcing, structuring, and managing banking relationships with clients in the healthcare industry. The Commercial Banker - Healthcare serves as a strategic advisor and primary point of contact for clients, deliveri

Senior Underwriter Opportunity. Our Underwriters within Sentry's Regional unit work closely with independent agents to underwrite, price and program individual policies/accounts. This is a great opportunity for an experienced middle-market commercial lines insurance underwriter to advance to the nex

Consistently provides timely information to the Audit Director during the audit project regarding weaknesses noted and recommendations for corrective action. Bachelor's Degree in accounting, business administration, information systems, computer science or related field of study. Certified Informati

The Consumer Banker II provides support to existing customers by enhancing their relationships in an inbound call center environment as well as supporting the banks marketing efforts.

There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker II role is a sales position with a primary focus on sa

Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity

The Consumer Banker III will help customers address their financial needs by utilize a consultative approach in which the banker will provide solutions that span across the customer's lifecycle.

Commercial Banker - Healthcare. The Commercial Banker - Healthcare is responsible for sourcing, structuring, and managing banking relationships with clients in the healthcare industry. The Commercial Banker - Healthcare serves as a strategic advisor and primary point of contact for clients, deliveri

Retail Personal Banker ll - Cincinnati. Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to pr

The Personal Banker I position will provide an exceptional customerexperience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span

Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunit

This Accounting Co-op position is designed to provide students with practical experience in various aspects of corporate accounting, including the month-end close process, financial reporting, regulatory reporting, and finance transformation. Corporate Accounting Co-Op - Summer 2026. Responsible and

Job Description Route Auditors are responsible for auditing commercial and residential routes by reviewing routes to ensure efficiency and accurate billing. This position will also look for opportunities for increased services and potential safety hazards. The Route Auditor will recommend improvements in route scheduling, service changes, or other changes to ensure safety, efficiency, and profitability. The hours and physical demand may vary by location. Responsibilities of Position: • Review designated routes to gather data, including but not limited to travel times, disposal volumes, service and collection times, and accuracy of route sheets to reduce costs, improve revenue, and reduce safety hazards., • Sequence routes to ensure efficiencies., • Utilize computerized program to identify overlapping routes and recommend improvements to operating efficiency., • Ensure accurate customer billing by verifying service provided, equipment serviced, and frequency of service., • Identify opportunities for increased service needs and/or potential new business in the area., • Complete route analysis of route logistics, landfill locations, and municipal routes., • Identify safety hazards associated with the routes and recommend resolution., • Maintain route files with appropriate maps., • Recommends container repairs and replacements, as necessary., • Prepare detailed reports of route audit findings; review all audit data and recommended improvements with General Manager and department managers., • Provide feedback to Route Managers and Operations Managers for driver productivity., • Perform duties in a safe manner in compliance with all local, state, and federal regulations and company policies., • Maintain a professional work atmosphere by performing and communicating in a manner that promotes good relationships with drivers, operations team, customers, clients, co-workers, and management., • Perform other duties as assigned. Skills & Abilities Needed for Position: • Ability to learn ArcMap GIS and RouteSmart software., • Proficiency in Microsoft Office and advanced knowledge of Microsoft Excel., • Computer proficiency in Windows and Microsoft applications, including MS Office, Word, and Excel., • Must be able to read a map or ability to utilizing map application., • Must be organized and detail oriented with the ability to multi-task., • Possess proven analytical/problem solving solutions for the customer and the company., • Strong organizational skills; detail oriented., • Must be able to work independently, make decisions, prioritize work, good time management, and resolve problems., • Ability to identify issues, make decisions, and recommend solutions., • Additional skills may be required to perform additional task(s) specific to work location, department or line of business., • Good written and verbal communication skills to communicate effectively and professionally with internal and external customers. Additional Working Conditions/Aspects: • No more than 3 moving violations within the last 2 years., • Must not have any DUI's or OVI's within the last 5 years or 2 in the last 10 years., • Possible exposure to high traffic conditions and/or tight driving areas., • Exposure to residential and commercial waste., • Ability to travel between offices, as required., • Ability to work overtime, weekends and/or holidays., • Legally eligible to work in the United States., • Valid driver’s license (if applicable)., • Must successfully complete pre-employment testing., • Must be able to read and speak the English language. This job description is intended to describe the general nature, complexity, and level of work to be performed by employees assigned to this position and is not to be construed as an exhaustive list of responsibilities, duties and/or skills required. It does not prescribe or restrict the work that may be assigned. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company. Rumpke Waste and Recycling is committed to equality in all aspects of employment. It is Rumpke’s policy to provide equal opportunities to all employees and potential employees without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, protected veteran status or disability status.

Job DescriptionAre you a genuine people person who excels with numbers and has a passion for providing excellent customer service? Our property is seeking a night auditor to join our growing group of hospitality professionals. We provide the training, tools, and the team to help bring your career to the next level. If this sounds like an opportunity you’ll love, please start your application today!Compensation: $14 - $15 hourly Responsibilities: • Process additional administrative, bookkeeping. and accounting procedures as required, • Reconcile all credit card transactions, financial records, occupancy percentages, room charges, final bill preparation, and cash drawer activity after a thorough audit process, • Produce and distribute daily weekly, and monthly reports to hotel management, department heads, and general manager, • Respond to inquiries, process reservations and check-ins, delegate housekeeping, security, and service requests, resolve guest complaints, and other front office duties as required, • Make sure every hotel guest has a pleasant stay, • Be able to work on your feet for a typical shift for 8 hours at a time in a dynamic, fast-paced environmentQualifications:, • High school diploma or equivalent required; some college preferred, • Computer proficiency is required; experience with accounting or reservation software is preferred, • Requires a flexible schedule that allows for overnight shift hours, • Previous hotel front desk, hospitality, guest services, or night audit experience is preferred, but not required, • Great communications. and excellent customer service skills are required, • Must be able to stand on your feet for 8 hours during a typical shift, • Please only apply if you meet each of these criteriaAbout Company Founded in 2005, Rolling Hills Hospitality operates 15 hotel properties with a central focus on exceeding the expectations of its guests. Rolling Hills Hospitality has positioned itself as one of the premier hotel development and management firms in the region by embodying high operational standards while achieving a simplicity that can be applied to any business model. Through our management agreements, we are responsible for hiring, training, and leading over 300 employees throughout the Ohio Valley. Rolling Hills Hospitality currently maintains upstanding relationships with the nation’s top hotel companies, including Marriott, Hilton, IHG, and Hyatt. Built on the principle of “if we take care of our employees, then our employees will take care of our guests,” our goal is to create a fun working environment for our employees so that we are positioned for growth and excitement for years to come.

Job Description We are seeking Entrepreneurs that are interested in becoming a Financial Advisor / Financial Representative with Northwestern Mutual - Cincinnati. Financial Advisors help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Northwestern Mutual Financial Advisor: 1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends., 2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans., 3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations., 4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. Compensation & Benefits · Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more · Retirement Package and Pension Plan · Medical, Dental, Vision, Life Insurance and Disability Income Insurance · Family Planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in sales, athletics, military, client services, or client-facing roles · Excellent time-management skills · Desire for continuous learning · Legal authorization to work in the US without sponsorship Are you ready to change your life and the lives of your clients? Apply now! About Us For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes! Why join Northwestern Mutual: • #110, Fortune 200 company (2024), • Top 5 US Independent Broker-Dealers, • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Long-Term Investment Value & Quality of Products/Services Pay: $50,000.00 - $100,000.00 per year Benefits: • 401(k), • Dental insurance, • Health insurance, • Life insurance, • Bonus opportunities

Job DescriptionDescriptionWe are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Key Responsibilities • Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs., • Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals., • Build and maintain strong client relationships, fostering trust and long-term partnerships., • Acquire and manage a book of business, expanding the firm's client base., • Conduct thorough financial analyses and market research to identify investment opportunities., • Ensure compliance with all regulatory requirements and ethical standards., • Participate in business development activities, including networking and client acquisition., • Stay up-to-date on industry trends, regulations, and product offerings. Skills, Knowledge and Expertise • Experience as a Financial Advisor., • Active Series 65 or 66 license required., • Active Health and Life Insurance licenses required., • Established book of business required., • Strong understanding of financial planning principles, investment strategies, and insurance products., • Excellent communication, interpersonal, and presentation skills., • Proven ability to build and maintain client relationships., • Self-motivated, results-oriented, and able to work independently., • Bachelor's degree in finance, economics, or a related field preferred., • Proficient with financial planning software and CRM systems. BenefitsHealth Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Job Description About the Role: Are you looking to get your foot in the door of the financial services industry? We are seeking a motivated and dedicated Client Outreach Specialist to join a growing financial advisory team. This position will primarily focus on phone outreach to potential clients, with the goal of scheduling appointments for our financial advisor team. You will be responsible for making a high volume of calls, working towards key metrics such as dialing targets and appointments scheduled. There is an opportunity for a bonus structure, contingent on meeting these metrics and successfully passing a 3-month probationary period. This is an exciting role for someone who wants to develop their career in financial services and gain hands-on experience in client outreach. Key Responsibilities: • Conduct a high volume of outbound calls to potential clients in Ohio., • Schedule appointments for the financial advisor team., • Meet set metrics around dialing and appointments scheduled., • Maintain detailed records of calls, appointments, and client interactions., • Collaborate with office leaders and participate in direct mentorship to develop skills., • Required: Life and health insurance license in Ohio (must be in good standing)., • Strong communication skills and the ability to engage potential clients over the phone., • Self-motivated, goal-oriented, and comfortable working in a performance-based environment., • Ability to work independently while adhering to team goals and metrics., • Competitive base pay with performance-based incentives., • Potential bonus if you successfully pass the 3-month probationary period., • Direct mentorship from office leaders to help you succeed. This is a fantastic opportunity for individuals who are eager to begin a career in financial services. You will gain valuable experience, develop new skills, and have a direct path to advancement within the company. As you grow in the role, there may also be opportunities to earn additional licenses and expand your career within WestPoint Financial Group. Ideal Start Date: February 1, 2025 If you're ready to take the first step toward a rewarding career in financial services, we want to hear from you! Apply now and begin your journey with us.

Job DescriptionDescription: The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what’s possible in the financial sector. Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2025 and beyond. Join us on this journey as we continue to transform the future of financial institutions. Your Role in Our Success The Commercial Loan Portfolio Manager is responsible for managing and monitoring a portfolio of commercial loans while ensuring compliance with CBS LLC underwriting guidelines. This role requires a strong understanding of credit analysis, risk assessment, and financial document review. The Portfolio Manager will serve as a key point of contact for credit unions, borrowers, and professional partners, ensuring the timely collection of financial information, completion of annual reviews, and ongoing risk management. • Collect and evaluate financial information from credit unions, borrowers, and referral sources for periodic reviews, renewals, modifications, and risk rating assessments., • Ensure timely completion of annual reviews, line of credit renewals, and modifications (rate, term, amortization)., • Monitor loan maturities, ensuring loans do not go past maturity dates., • Track compliance with property tax and insurance requirements for assigned loans., • Send financial letters requesting updated financials at least four times a year; which includes following up with borrowers regularly to ensure timely submission of financials, • Oversee the performance of assigned commercial loan portfolios, ensuring compliance with state, federal regulations, and bank policies, • Maintain proactive communication with internal teams, including leadership, regarding portfolio status and pending reviews, • Maintain a thorough understanding of CBS LLC underwriting guidelines and procedures. Requirements: What You Bring to the Table • You have three to five years of related experience in commercial real estate, financial institutions, or Credit Union Service Organizations (CUSOs)., • You have strong proficiency in financial statement analysis, tax return review, and loan underwriting., • You work well independently and remotely with minimal supervision., • You have strong attention to detail with accurate information processing and high-quality standards., • You have excellent verbal and written communication skills for clear and effective collaboration., • You have strong time management skills to prioritize tasks and meet deadlines., • You have an analytical mindset to evaluate data, identify patterns, and develop insights., • You have a team-oriented mindset with the ability to collaborate and coordinate across departments, • You have excellent organizational and time management skills, with the ability to handle multiple transactions simultaneously, • You are Proficient in Microsoft 365 products and credit spreading software. The Perks of Being with Us At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here’s what you can look forward to as a valued member of our team: • Compensation: Base compensation for this role ranges from $60,000-$85,000, • Remote Work Environment, • Generous Holidays: Take advantage of 13 paid holidays each year, • Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary., • 401(k) Plan: The company provides a generous matching contribution of up to 6%., • Tuition Assistance

Job Description Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office and will have the opportunity to work referrals from the credit union's branch network. About the Role: The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning. Summary of Responsibilities: • Helps clients reach their personal, education, business, retirement, and estate planning goals., • Conducts investment, insurance, and estate planning proposals., • Provides financial education services to credit union members., • Achieves activity and production goals as agreed upon., • Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment solutions in the market. Attends training and completes required continuing education. Meets regularly with the Program Manager and trains with the Program Manager., • Drives investment and program initiatives with credit union. Provides regular feedback to the branch employees., • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan., • Excellent organizational and time management skills. Ability to work independently and proactively demonstrate initiative., • Excellent interpersonal/communication skills., • Pays close attention to detail with a high degree of accuracy., • Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills., • Maintains high level of confidentiality., • Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction., • Perform pro-active prospecting activities to Credit Union members and outside of the credit union to introduce new member relationships., • Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional opportunities to expand the relationship., • Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce., • Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures., • Follow credit union policies for compliance with all laws and regulations., • Office space and basic office supplies, • Marketing support from the credit union. This could include introductions to partner organizations & groups, co-sponsorship of workshops or seminars, spotlights in online and/or print materials, etc., • Territories with significant deposit base, which includes current clients who need an advisor to support their financial goals, • The opportunity to find new clients via the Credit Union's client base, • The opportunity to create client solutions without proprietary products, • As a Financial Advisor with PFG, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience., • Possess clean credit and U-4 CRD history., • Bachelor's (BS) from 4-yr College or University: or associate's (AAS) from two-year College or equivalent job experience., • Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)., • Strong understanding of the investment industry, • Excellent interpersonal and listening skills Job Posted by ApplicantPro

Job DescriptionJoin a Winning Team! • Are you passionate about helping people prepare financially for their future?, • Do you possess a broad knowledge of financial products and services?, • Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?Through its relationship with CUSO Financial Services, L. P. (CFS) General Electric Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the northern Cincinnati, OH area. Chartered in 1954 for employees of General Electric Aircraft Engines, GE Credit Union has grown to one of the largest credit unions in Ohio, with $4.6 billion in assets and serving nearly 290,000 members. As a not-for-profit, full-service banking option, it has experienced significant growth over the years and continues to be one of the most stable financial institutions in the country. Always remaining true to the credit union philosophy of “People Helping People,” meaning the design of products and services is to benefit the members and their interests. There are no hoops to jump through or misleading fine print – just better financial solutions that turn every potential into new possibilities. As a Financial Advisor your responsibilities include, but are not limited to, the following: • Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops an investment strategy to implement., • Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training and/or completing required continuing education and keeps current on investment products and services offered. Meets regularly with the Program Manager and trains, if necessary, with Program Manager., • Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned branch staff on a regular basis as well as other key areas within the CU. Provides ongoing training and coaching of staff to increase the quality and quantity of member leads to the investment team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding sales practices and business development initiatives. Work with Financial Center Managers to identify and leverage cross-sell opportunities., • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by Representative., • Active Series 7, 63/65 (or 66) licenses along with Life, Accident & Health licenses, • Clean U-4 and Background, • Two or more years of sales experience in the financial services industry, preferably in a bank or credit union, • Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop, • Experience and aptitude with working with broker-dealer technology, i.e., electronic order entry systems, DocuSign, etc. to process business, as well as the use of a CRM to document all interactions and activities, • Undergraduate Degree in Business, Finance, or related field, • Certified Financial Planner (CFP) designation a plus, • Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment, • An advanced level of performance and work ethic requiring minimum supervisionEOE **Representatives are employed by and registered through CFS (Member FINRA/SIPC). To learn more about CUSO Financial Services L.P. visit . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the investment needs of credit unions and their members. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. Powered by JazzHR PpWVzabCgg