28 advisor planning jobs found in Cincinnati, OH

Current UC employees must apply internally via SuccessFactors You are invited to submit an application to be considered for a position with more than one opening. The number of positions varies depending on the needs of the department. Rank and compensation will be based on experience and academic credentials. Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universities. Home to 53,235 students, nearly 12,000 faculty and staff and 350,000+ living alumni, UC combines a Top 35 public research university with a physical setting The New York Times has called “the most ambitious campus design program in the country.” With the launch of Next Lives Here, the Cincinnati Innovation District, a $100 million JobsOhio investment, the oldest and one of the largest cooperative education programs, a dynamic academic health center and entry into the Big 12 Conference, UC’s momentum has never been stronger. UC’s annual budget...

Job Title: Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor Position Summary: HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core...

Location: 127 Public Square, Cleveland Ohio Job Summary The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. As a senior member of the Family Wealth relationship management team, this individual leads the delivery of complex fiduciary services, ensuring compliance, innovation, and a premier client experience. The Senior Fiduciary Advisor serves as a key relationship steward, trusted advisor, and internal thought leader, driving excellence in fiduciary strategy and execution. Essential Functions Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy. Navigate complex family dynamics and multigenerational planning needs with discretion and insight. Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws. Deliver strategic...

Location: 127 Public Square, Cleveland Ohio Job Summary The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. As a senior member of the Family Wealth relationship management team, this individual leads the delivery of complex fiduciary services, ensuring compliance, innovation, and a premier client experience. The Senior Fiduciary Advisor serves as a key relationship steward, trusted advisor, and internal thought leader, driving excellence in fiduciary strategy and execution. Essential Functions Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy. Navigate complex family dynamics and multigenerational planning needs with discretion and insight. Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws. Deliver strategic...

** Ideally this person will sit in Indianapolis ** Qualifications: Proven track record of successfully selling cybersecurity hardware, software, and services to Fortune 500 clients Strong understanding and experience with key cybersecurity OEMs such as Cisco, Fortinet, F5, Akamai, SentinelOne, Zscaler, Crowdstrike, Palo Alto Networks, Wiz & many others in the industry. Demonstrated experience and deep technical acumen in security services sales. Strong consultative selling experience, with the ability to develop tailored solutions that address client-specific business challenges. Excellent relationship-building skills and ability to engage effectively at all organizational levels. Proven ability in account planning, partner relationship management, and sales strategy execution. Outstanding communication, presentation, and organizational skills. Bachelor's degree or equivalent industry experience preferred. Certain states and localities require...

Location: 6018 Glenway Avenue - Cincinnati, Ohio 45211 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. At EY, our purpose is to shape the future. The insights and quality services we provide help build trust and confidence in the capital markets and economies all over the world. We develop outstanding leaders who team to deliver on our promises to all our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities. The opportunity The Platforms Practice specializes in mission-critical, intelligent platforms for the world's most ambitious organizations. Using our product-driven, AI-centric approach, we empower organizations to build for the intelligent digital future. Our elite team of product leaders, data scientists, designers,...

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. About the role We are seeking a seasonal to assist with global project management of client mobility programs-from equity reporting to Certificate of Coverage (CoC) administration-while delivering high-impact expatriate tax advisory and compliance services. You'll oversee a high-performing team, optimize workflows, and serve as a trusted advisor to high-net-worth individuals and corporate clients with expatriate populations. What you'll do Equity reporting and CoC form administration; drive process improvements from assignment initiation through repatriation. Review and sign U.S. tax returns for HNW individuals and expatriates; ensure technical accuracy and compliance. Deliver expatriate tax...

We believe in the power and joy of learning At Cengage Group, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose – driving innovation that helps millions of learners improve their lives and achieve their dreams through education. Our culture values diversity, engagement, and discovery Our business is driven by our strong culture, and we know that creating an inclusive and diverse workplace is absolutely essential to the success of our company and our learners, as well as our individual well-being. We recognize the value of diverse perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through inclusive programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see...

Job Title Janitorial Services Program Lead (Procurement) Job Description Summary We are seeking a highly knowledgeable and experienced Janitorial Services Program Lead. The ideal candidate will possess expertise in procurement of janitorial services, including pricing strategies (to ensure cost-effective solutions without compromising quality), cleaning methods, products, and knowledge of industry best practices and emerging trends to continuously improve janitorial services. This role involves providing guidance and strategy, developing program materials, and developing a robust preferred supplier program. This role requires strong leadership, excellent organizational skills, the ability to manage multiple projects simultaneously and the ability to consult and understand C&W business units and our client’s needs. Job Description Responsibilities: Leadership- Creates a working environment that encourages high performance and innovation. Becomes a...

Current UC employees must apply internally via SuccessFactors You are invited to submit an application to be considered for a position with more than one opening. The number of positions varies depending on the needs of the department. Rank and compensation will be based on experience and academic credentials. Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universities. Home to 53,235 students, nearly 12,000 faculty and staff and 350,000+ living alumni, UC combines a Top 35 public research university with a physical setting The New York Times has called “the most ambitious campus design program in the country.” With the launch of Next Lives Here, the Cincinnati Innovation District, a $100 million JobsOhio investment, the oldest and one of the largest cooperative education programs, a dynamic academic health center and entry into the Big 12 Conference, UC’s momentum has never been stronger. UC’s annual budget...

About Us We are the leader in human-centric cybersecurity. Half a million customers, including 87 of the Fortune 100, rely on Proofpoint to protect their organizations. We’re driven by a mission to stay ahead of bad actors and safeguard the digital world. Join us in our pursuit to defend data and protect people. How We Work At Proofpoint, you’ll be part of a global team that breaks barriers to redefine cybersecurity, guided by our BRAVE core values Bold in how we dream and innovate, Responsive to feedback, challenges, and opportunities, Accountable for results and best-in-class outcomes, Visionary in future-focused problem-solving, Exceptional in execution and impact. The Role and the Team At Proofpoint, the members of our Sales Engineering team are highly valued business partners that play a critical role in our sales process every single day. As a Senior Sales Engineer working with accounts in the SLED space, you will be one of the most important members of the Proofpoint...

Current UC employees must apply internally via SuccessFactors Next Lives at the University of Cincinnati Founded in 1819, the University of Cincinnati ranks among the nation’s best urban public research universities. Home to more than 53,000 students, 12,000 faculty and staff, and over 350,000 living alumni, UC, a Carnegie 1 institution, combines research prowess with a physical setting The New York Times has called “the most ambitious campus design program in the country." UC's momentum has never been stronger as the anchor of the Cincinnati Innovation District, the oldest cooperative education (co-op) program in the country with students earning $88.8 million annually through paid experiences, an academic health system, and as a member of the Big 12 Conference. The university contributes $10.6 billion in economic impact to the city and $22.7 billion to the state of Ohio. At UC, next is all of us. Learn more at uc.edu. UC is a mission-driven organization where...

Job Title Sr. Category Manager - Fire, Life, Safety & Security Job Description Summary This role interfaces with the business lines to lead the development and implementation of category strategies and supplier relationship management company wide. The primary responsibility of this position is to select and manage robust preferred supplier program inclusive of manufacturers and distributors that drive value for our clients. This role is instrumental in delivering value to Cushman & Wakefield’s clients through leveraging the Company’s aggregated spend to negotiate best in class rates and contractual terms and conditions at the individual client property level. Procurement is a cornerstone of Cushman & Wakefield’s value proposition to clients, and the Sr. Category Manager may accompany Cushman & Wakefield executives on new client pitches and existing client quarterly business reviews to highlight the bottom-line benefits that our group delivers. As such,...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Technology Consulting – Sector Tech – Digital Grid - Manager Our clients operate in a world where achieving and sustaining performance is more difficult than ever. As a performance improvement professional, you’ll be focused on helping them grow and turn their strategy into reality. You’ll work with high-performing teams that drive growth and deliver exceptional client service while doing your part to build a better working world. Your career is yours to shape.   The opportunity The role of a Digital Grid Manager will be to provide consulting services to Power & Utilities clients implementing Digital Grid Programs, capabilities and systems (AMI, ADMS, OMS, SCADA, DRMS, DERMS, EMS, GIS) resulting in increased...

Transitions of Care RN- Carebridge Virtual: This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. A proud member of the Elevance Health family of brands, Carelon Health (formerly CareMore Health) offers clinical programs and primary care options for seniors. We are a team of committed clinicians and business leaders passionate about transforming American healthcare delivery. Location(s): Costa Mesa, CA, Grand Prairie, TX, Tampa, FL, Miami, FL, Overland Park, KS, St. Louis, MO, Chicago, IL, Mendota Heights,...

About Us Proofpoint is a global leader in human- and agent-centric cybersecurity. We protect how people, data, and AI agents connect across email, cloud, and collaboration tools. Over 80 of the Fortune 100, 10,000 large enterprises, and millions of smaller organizations trust Proofpoint to stop threats, prevent data loss, and build resilience across their people and AI workflows. Our mission is simple safeguard the digital world and empower people to work securely and confidently. Join us in our pursuit to defend data and protect people. How We Work At Proofpoint you’ll be part of a global team that breaks barriers to redefine cybersecurity guided by our BRAVE core values Bold in how we dream and innovate Responsive to feedback, challenges and opportunities Accountable for results and best in class outcomes Visionary in future focused problem-solving Exceptional in execution and impact Location Flexible (25% travel expected) About The Role We are seeking...

Principal Project Management Consultant (On-site in Indianapolis) Open to Relo Job ID 251888 Posted 12-Jan-2026 Service line PJM Segment Role type Full-time Areas of Interest Construction, Engineering/Maintenance, Project Management Location(s) Champaign - Illinois - United States of America, Chicago - Illinois - United States of America, Cincinnati - Ohio - United States of America, Columbus - Ohio - United States of America, Fort Wayne - Indiana - United States of America, Indianapolis - Indiana - United States of America, Lebanon - Indiana - United States of America, Louisville - Kentucky - United States of America, Toledo - Ohio - United States of America About the role The purpose of this Principal Project Management position is to provide expert-level experience and judgement while delivering projects at a client site. The Project Management Team supports project delivery at a major pharmaceutical company. The primary responsibility of the Program...

Financial Accounting Database Analyst, Senior Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. How You Will Make an Impact...

JLL empowers you to shape a brighter way . Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. The Project Coordinator (PC) is a driven leader who will ensure that all programs, initiatives, and reporting are globally consistent, accurate, and executed in a timely manner. The Coordinator will be a champion of our project process and will assist individual PMs in delivering their projects with excellence. They will support the global project management baseline through mastery and support of...

Job Description As a Territory Sales Representative for the market leader in windows, you'll be part of a dynamic team where your contributions are valued, and your professional development is prioritized. Join us and become an integral part of our winning team. 50% Drive Special Order Sales: Increase market share by driving sales of special-order sales units, dollars, and average selling price in the following business segments: Millwork Department, and Customer Order Expeditor (COS), & Specialty Assistant Store Manager (SASM) 15% Training: Provide product knowledge training, product demonstrations and comprehensive MyCD program training for all millwork and ProDesk associates 10% Maintain Existing Stock Business: Work with Merchandising Execution Team (MET) to ensure stock product integrity & correct price labels. Use Digital Bay Service request (DBSR) to rate the bays and ensure projects are executed correctly. Inspect displays both in showroom and...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Technology – Engineering & Systems Integration – Application Systems Engineering – Manager The opportunity EY's Oracle Services practice assists our national consulting practices in planning, pursuing, delivering and managing large, complex full lifecycle application implementations along with providing experience in leading practices, methods, and resources in the Oracle’s applications and technology space. Oracle Applications and Technology Services within the COE supports area offices by providing resources that can design, architect, deliver and lead innovative solutions leveraging technical capabilities of Oracle SaaS and PaaS applications. This group advises clients to understand, architect and implement...

Senior Project Manager-Energy & Sustainability Solar Construction Job ID 254066 Posted 02-Jan-2026 Service line PJM Segment Role type Full-time Areas of Interest Construction, Project Management Location(s) Atlanta - Georgia - United States of America, Birmingham - Alabama - United States of America, Charlotte - North Carolina - United States of America, Cincinnati - Ohio - United States of America, Cleveland - Ohio - United States of America, Dallas - Texas - United States of America, Detroit - Michigan - United States of America, Durham - North Carolina - United States of America, Houston - Texas - United States of America, Indianapolis - Indiana - United States of America, Jacksonville - Florida - United States of America, Knoxville - Tennessee - United States of America, Louisville - Kentucky - United States of America, Memphis - Tennessee - United States of America, Milwaukee - Wisconsin - United States of America, Nashville - Tennessee - United...

About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our valuation practice conducts valuations for such purposes as closely-held business valuations, stock compensation (ASC 718 / 409A), purchase price allocations (ASC 805) and impairment testing (ASC 350 / 360). This position will also have exposure to valuations for international tax restructuring purposes.    What you will do: Perform thoughtful and accurate valuations of companies, securities and intangible assets across a wide range of industries by using relevant information gathered through client interaction and...