Job Seekers

1-3 of 3 results
Sort By

- Cincinnati, OH

An outstanding opportunity for a dedicated tax professional interested in joining a team with a passion for helping clients achieve their personal financial goals. The firm was founded in late 1996 and has grown to twelve shareholders, 37 total employees and more than $1.5 billion in assets under management. Current shareholders are committed to remaining an independent fee-only wealth management firm and there will be future equity ownership opportunities in order to secure transition to the....


The Relationship Manager will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. You will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Your responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and


The Relationship Manager will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. You will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Your responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and

1-3 of 3 results