Estate Planning Jobs in Cincinnati, OH

Location:301 East Fourth Street - Cincinnati Ohio 45202JOB BRIEF (PURPOSE) Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM Serves as the primary point of contact for internal and external referrals for FW prospects Has a command of the Family Wealth va...

Temp Position - Estate Planning Legal Assistant - Cincinnati OHAspen Careers is partnering with a well respected Cincinnati law firm to find a skilled Legal Assistant for its Estate Planning Practice Group. This role offers the opportunity to work alongside a collaborative team of professionals dedi...

Contract - Estate Planning Legal Assistant - Cincinnati OHAspen Careers is partnering with a well-respected Cincinnati law firm to find a skilled Legal Assistant for its Estate Planning Practice Group. This role offers the opportunity to work alongside a collaborative team of professionals dedicated...

Job Title: Wealth Advisor Full or Part Time: Full-TimeDepartment: HORAN Wealth FLSA Status: ExemptPosition Reports To: Vice President Wealth AdvisorPosition Summary:HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to i...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial total Equitable Advisors serves 2.4 million clients nationw...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...