Top 14 Senior financial advisor Jobs in Cincinnati Oh

Senior Philanthropic Advisor
U.S. Bank National Association —Cincinnati, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Sr. Financial Planning Strategist
Osaic —Cincinnati, OH
- $140,000 - $160,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health insurance
- Dental insurance
3d
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Cincinnati, OH
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
HFA Financial Advisor Senior - Branch
Huntington Bank —Montgomery, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
Senior Wealth Planner
Allworth Financial —Cincinnati, OH
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Paid holidays
6d
Financial Risk Senior Consultant
Deloitte —Cincinnati, OH
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Up to 50% travel
Mergers and Acquisitions Financial Due Diligence Senior Consultant
Deloitte —Cincinnati, OH
- $105,400 - $207,800 a year
- Full-time
- CPA
- Mid-level
- 3 years
Managing Director & Senior Wealth Strategist
Oxford Financial Group, Ltd. —Cincinnati, OH
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Sr. Wealth Strategist
Oxford Financial GRP —Cincinnati, OH
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Tax Senior - Federal / Corporate Tax
Deloitte —Cincinnati, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Research
Tax Senior - Private Wealth
Deloitte —Cincinnati, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
Tax Senior - Strategic Partnership Solutions
Deloitte —Cincinnati, OH
- $78,675 - $160,750 a year
- Full-time
- Hybrid work
- CPA
- 3 years
- Bachelor's degree
OH-Cincinatti Insurance Retirement Specialist
AMERICAN SENIOR BENEFITS LLC —Cincinnati, OH
- $50,999 - $69,999 a year
- Full-time
- Mid-level
- 1 year
- Communication skills

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Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$120,000 - $170,000 a year
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Senior Wealth Strategy Consultant
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senior financial advisor jobs near cincinnati oh

Senior Philanthropic Advisor

U.S. Bank National Association -
Cincinnati, OH

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Job Details

Full-time
$126,820 - $164,120 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

Financial planning
Master's degree in business administration
Wealth management
CFP
Law
CPA
CTFA
Building partnerships with major donors
Client relationship development
Business consulting
Estate planning advisory services
Doctor of Law (JD)
Analysis skills
Bachelor's degree
Legal drafting
Accounting
Client management
Accounting firm experience
Document review
Relationship management
Senior level
Non-profit experience
Master of Business Administration
Estate planning
Communication skills
Tax experience
10 years

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

Serves as a dedicated Philanthropic Advisor for selected high net worth and ultra-high net worth organization / individual / family relationships within a particular market or region. Works closely with other senior members of the relationship team to meet all of client’s philanthropic planning, wealth planning, estate planning, and wealth transfer needs. Responsible for developing new and expanding current wealth management relationships, with focus on private foundations, endowments, planned giving programs, and other charitable entities. Must have an established professional network in the local and/or regional market. This role has potentially substantial travel requirements, due to providing services within a defined geographic territory.

Basic Qualifications

Bachelor’s degree, or equivalent work experience
10 or more years of functional experience (recent consulting, accounting or legal experience with a major law or accounting firm or corporate fiduciary or nonprofit organization)
Professional designation that may include, but is not limited to: JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Impact Philanthropy Advisor (IPA) and Certified Specialist in Planned Giving (CSPG) Certified 2164 Trainer, and/or Graduate of National Trust School Program

Preferred Skills/Experience

Broad knowledge of the philanthropic, fiduciary, tax, and estate planning disciplines
Experience drafting or reviewing charitable, estate, business or other planning documents for clients with net worth exceeding $10 million
Well-developed communication skills
Strong analytical and problem-solving skills
Deep tact, diplomacy and people skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $134,280.00 - 164,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

senior financial advisor jobs in cincinnati oh

Senior Philanthropic Advisor

Sr. Financial Planning Strategist

Senior Associate - Wealth Planning Specialist

HFA Financial Advisor Senior - Branch

Senior Wealth Planner

Financial Risk Senior Consultant

Mergers and Acquisitions Financial Due Diligence Senior Consultant

Managing Director & Senior Wealth Strategist

Sr. Wealth Strategist

Tax Senior - Federal / Corporate Tax

Tax Senior - Private Wealth

Tax Senior - Strategic Partnership Solutions

OH-Cincinatti Insurance Retirement Specialist

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