Financial Specialist Salary at Kable BETA

Wealth Advisor/Tax Associate Position Full-Time Salary Range: $60K-$90K (based on experience) + Future Consideration for Ownership Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home. Local Wealth Management firm in Cincinnati, Ohio is looking to hire a Wealth Advisor/Tax Associate that will help assist in tax preparation, tax planning, and client service. The ideal candidate for this position has experience preparing tax returns for individuals and is interested in working with clients in an overall wealth advisory role. While experience in wealth management is not a requirement for this position, it is a major role and there should be interest in building client relationships. If you are interested in learning more about this opportunity, please submit a cover letter and resume to amolnar@thorwm.com. Responsibilities: -Assist with tax preparation -Assist advisors with client tax planning -Manage client relationships Qualification

Wealth Advisor We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process. As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan. Client sourcing opportunities are available through company sponsored seminars, workshops, and mailings. Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located a

Job Description Job Description Do you have experience in the healthcare industry and enjoy working directly with patients? If so, this could be the perfect opportunity for you! Don't wait, apply now! What you will be doing as the Financial Counseling Representative: Working with patients to assist them through the financial process Assist with Medicare and Medicaid questions Help create and set up payment plans Explain out of pocket cost, insurance coverage, etc. Answering general questions related to payment/financial process What you need as the Financial Counseling Representative: 1+ years of experience in the healthcare industry Customer service experience preferred Patience, positive attitude, and empathy EPIC experience preferred Medicare or Medicaid experience preferred Company Description Aquarius Professional Staffing was founded by John Carroll in 2006 and is located in Cincinnati, Ohio. We specialize in delivering staffing solutions for Fortune 1000 and mid-range businesses

Prudential Advisors is looking for an experienced financial professional in the Harrison area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: The ability to service existing clients The ability to build a strong client base with Prudential’s exceptional referral programs The opportunity to create client solutions without proprietary products sells requirements Compensation that is 100% benefitable regardless of the product or company you sell The look and feel of an independent advisor with the benefits of being an employee. 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience If you are interested to learn mor

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized

Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. The Ideal Place for a Career Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package: Competitive compensation. Benefits, including medical and dental insurance, an Employee Assistance Program, a 401(k) plan with a company match, AND a defined benefit pension plan First-class individualized

Are you a dedicated, customer service individual looking to get your foot in the door with a large, reputable company based here in the Cincinnati area? Don't wait and apply today! What you will be doing as the Financial Customer Service Representative: Answer inbound calls from customers in regards to their Annuity plan. Assist with any questions, concerns, or plan changes. Escalate any issues/calls appropriately. Ensure all calls are completed successfully and customers inquirers are answered. What you will need as the Financial Customer Service Representative: High School diploma or equivalent experience. 2+ years of Customer Service experience. Ability to navigate multiple programs/systems. Call Center experience is a plus. Financial Services experience is a plus. Understanding of Annuity programs is a plus.

GET MORE OUT OF YOUR CAREER Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. Northwestern Mutual - West Chester is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a Fortune 100 company, and have a demonstrated interest in community impact and business development. We've been helping clients achieve financial security for over 166 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our West Chester office. Finance background is not needed – successful advisors come from a wide range of backgrounds and experiences, and many people find their calling in financial services after working in other industries. Our award-winning tr