financial services jobs in Cincinnati, OH

Prudential Advisors —Cincinnati, OH3.8

Reimbursement for licensure and certifications. Leads to existing clients and potential new clients.

Ameriprise Financial —Crestview Hills, KY3.8

Insurance Related: Provide Insurance Quotes, hold client calls for medical underwriting review. Respond to client calls regarding account activity.

Constellation Insurance, Inc —Cincinnati, OH3.2

Active FINRA Series 6 license a plus (if the applicant does not have a FINRA Series 6 license, the opportunity to obtain a license may present itself after…

Fidelity Investments —Covington, KY4

You’ll experience variety in your work each with dedicated time on development activities and doing work that goes beyond answering customer calls.

Fidelity Investments —Covington, KY4

In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.

JPMorgan Chase Bank, N.A. —Cincinnati, OH3.8

Help clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their…

Harvest Financial Advisors —West Chester, OH

60% – Manage financial planning process with MoneyGuide Elite and integration with portfolio management system. 15% – Manage held away accounts (401k’s, etc.).

Magellan Financial —Cincinnati, OH4.3

The desire to be exceptional & a matching work ethic. A weekly Network TV & Syndicated Radio show, live events, and a seven-figure marketing budget fill the…

Northwestern Mutual —Cincinnati, OH3.8

We are seeking people with a background in teaching, coaching, real estate, communication, marketing, mortgage lending, car sales, hospitality, training,…

RDI Corporation —Cincinnati, OH3.3

Receive inbound calls or make outbound calls; identify and assess customers’ needs to exceed customer satisfaction at first point of contact.

Fidelity Investments —Covington, KY4

Our successful Customer Relationship Advocates (CRA) are essential in interacting with our clients via incoming calls and assist them with a broad range of…

SUN Behavioral Kentucky —Erlanger, KY2.8

Preferred: Bachelors degree in healthcare or business-related field. Required: One to two years previous experience in related field.

Cinfed Credit Union —Cincinnati, OH3.3

Actively promoting the credit union’s products and services. Pre-employment background (credit, criminal, and drug) check required. 30 days of paid training.

Northwestern Mutual —Cincinnati, OH

We will train, coach, mentor, and develop the right candidate through our training program. At Northwestern Mutual, you'll have access to top training,…

River City Mortgage, LLC —Blue Ash, OH3

During your time in the Call Center, we will provide you with the course to study for your national license and help you prep for the test.

Bankers Life —Cincinnati, OH3

Pre-Licensing Training - Bankers Life agents are provided pre-licensing training free of charge; individuals will need to pay for the state exam required to…

PNC Financial Services Group —Cincinnati, OH3.5

Fiduciary Responsibilities – Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary…

Hollander Development —Cincinnati, OH

Collaborate with third-party management agents to develop business plans, budgets, and financial forecasts. Working understanding of the LIHTC program and other…

Northwestern Mutual —Cincinnati, OH3.8

We will train, coach, mentor, and develop the right candidate through our training program. At Northwestern Mutual, you'll have access to top training,…

Western & Southern - Cincinnati North —West Chester, OH

Our agents help our middle market customers meet their financial goals using a robust portfolio of solutions. Experience multiple opportunities for professional…