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Ohio Trusts And Estates Attorney jobs in In-House

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Job info
Company
In-House, RSM US LLP.
Experience
3-7 yrs required
Location
Cincinnati, OH
Posted Date
Dec 09, 18
Info Source
Employer
Total Views
119
Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more
Company
In-House, RSM US LLP.
Experience
3-7 yrs required
Location
Dayton, OH
Posted Date
Dec 09, 18
Info Source
Employer
Total Views
69
Wealth Management Associate Advisor The candidate will serve as the initial market resource for client, prospect and internal CPA inquiries regarding Wealth Management Services as well as local account servicing and client/prospect follow up. Actively participate in client, prospect and COI meetings in local market. Assist in developing Financial Plans for clients utilizing our eMoney financial planning tool. Provide investment analysis as needed or directed. Initiate and ... read more
Company
In-House
Experience
Min 8 yrs required
Location
Cincinnati, OH
Posted Date
Dec 03, 18
Info Source
Employer
Total Views
5
Private Wealth Management Planner-180042692 The candidate will provide clients with objective, comprehensive and needs-based advice for building and preserving wealth and transferring in line with client wishes. Provides these planning services to affluent clients through asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planni... read more
Company
In-House, Oxford Financial Group, Ltd
Experience
Min 10 yrs required
Location
Cincinnati, OH
Posted Date
Nov 27, 18
Info Source
Employer
Total Views
42
Senior Wealth Strategist The candidate will serve as a technical resource and subject matter expert in comprehensive wealth planning matters. Provides support, clarity and answers to technical issues/questions related to tax and estate planning. Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors. Writes technical articles related to estate and wealth transfer... read more
Company
In-House
Experience
Min 12 yrs required
Location
Cincinnati, OH
Posted Date
Nov 30, 18
Info Source
Employer
Total Views
26
Private Client Advisor The candidate will act as trusted advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed. Develop in-depth understanding of clients needs, preferences and overall wealth; be responsive to changes in the business environment or client needs. Effectively manage a book of relationships and act as relationship lead accountable for the clients experience. Leverage spe... read more
Company
In-House
Experience
Min 5 yrs required
Location
Cleveland, OH
Posted Date
Nov 27, 18
Info Source
Employer
Total Views
15
Senior Closely-Held Asset Administrator The candidate will partner with Advisors in firms Wealth Management, Hawthorn and Institutional businesses across the firm footprint. Will work on analyzing assets for account acceptance, performing periodic asset reviews, and working with Advisors to flag and resolve risk issues from an account and investment perspective. Monitors, coordinates, interprets and processes financial and non-financial information on a monthly basis relat... read more
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