Talent.com
Senior Financial Advisor - Cincinnati, OH (Hiring Immediately)
Senior Financial Advisor - Cincinnati, OH (Hiring Immediately)Charles Schwab • CINCINNATI, OH, US
serp_jobs.error_messages.no_longer_accepting
Senior Financial Advisor - Cincinnati, OH (Hiring Immediately)

Senior Financial Advisor - Cincinnati, OH (Hiring Immediately)

Charles Schwab • CINCINNATI, OH, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Type : Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Investment Professionals' Compensation | Charles Schwab

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications :

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63 / 65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications :

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including : Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

    Whats in it for you

    At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.

    We offer a competitive benefits package that takes care of the whole you both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • serp_jobs.job_alerts.create_a_job

    Senior Financial Advisor • CINCINNATI, OH, US

    Job_description.internal_linking.related_jobs
    Investment Advisor III - PNC Private Bank

    Investment Advisor III - PNC Private Bank

    PNC • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Atria Wealth Solutions • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Are you passionate about helping people prepare financially for their future? Do you possess a broad knowledge of financial products and services? Would you like to work at a multi-faceted, dynamic...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Home Lending Advisor - Cincinnati OH

    Senior Home Lending Advisor - Cincinnati OH

    JPMorgan Chase • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Corporate FSS Senior Accountant

    Corporate FSS Senior Accountant

    LSI Industries, Inc. • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Build your Career with an Industry Leader.Headquartered in Cincinnati, LSI Industries (NASDAQ : LYTS) specializes in the creation of advanced lighting, graphics, and display solutions across strateg...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Ardor Health Solutions • Owenton, KY, US
    serp_jobs.job_card.full_time
    Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Owenton, Kentucky.Job Description & Requirements. Ardor Health Solutions is looking for a Physical Therapist to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Advisor - PNC Investments

    Wealth Advisor - PNC Investments

    PNC • Cincinnati, OH, US
    serp_jobs.job_card.full_time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Accounting Services (CAS) Senior Accountant

    Client Accounting Services (CAS) Senior Accountant

    Blue & Co. • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    LLC, is a dynamic and innovative accounting firm that provides growth-committed entrepreneurial clients with accounting and consulting services. With a commitment to excellence and a track record of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    PWM Private Wealth AdvisorJob Id2025-0013760LocationCincinnati, OH, United StatesPosting Start Date09 / 22 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull timeJob available in 2 categories.
Sales & Relationship ManagementExecutive

    PWM Private Wealth AdvisorJob Id2025-0013760LocationCincinnati, OH, United StatesPosting Start Date09 / 22 / 2025Anticipated Posting End Date10 / 31 / 2025Job TypeFull timeJob available in 2 categories. Sales & Relationship ManagementExecutive

    US Bank • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel Physical Therapist - $1,344 per week

    Travel Physical Therapist - $1,344 per week

    Techlink Systems Inc. • Owenton, KY, United States
    serp_jobs.job_card.temporary
    Physical Therapist for a travel job in Owenton, Kentucky.Job Description & Requirements.Job Title : Physical Therapist .Location (On-site, Remote, or Hybrid?) : Owenton, KY (onsite).The Physical Ther...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor - Retirement Planner

    Financial Advisor - Retirement Planner

    Golden Reserve LLC • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Golden Reserve is looking for an experienced financial retirement planner.We know the challenges you face to make it in the financial industry. Particularly, if you don’t inherit a book of bus...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Internal Auditor (Hybrid - Cincinnati)

    Senior Internal Auditor (Hybrid - Cincinnati)

    The E.W. Scripps Company • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Scripps Company is seeking a Senior Internal Auditor to utilize strong understanding of internal control concepts to plan and execute financial controls audit work and assist in IT general controls...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Accountant

    Senior Accountant

    Access Audio • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    This person will manage all accounting procedures to ensure Access Audio's overall financial health.The ideal candidate has a strong background in accounting, excellent attention to detail and ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Occupational Therapist

    Occupational Therapist

    St. Elizabeth Healthcare • Lawrenceburg, IN, US
    serp_jobs.job_card.full_time
    Engage with us for your next career opportunity.The primary role of the Occupational Therapist is to provide therapy interventions that improve the patients overall functional ability.The Occupatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Physical Education Leader - Buenger Club (Newport, KY)

    Physical Education Leader - Buenger Club (Newport, KY)

    Boys & Girls Clubs of Greater Cincinnati Inc • Newport, KY, US
    serp_jobs.job_card.part_time
    To plan and implement programs for Club members in accordance with BGCGC’s mission, with emphasis on the.Graduate, Fit for Life, Ready to Serve. Programs are facilitated through the Youth Prog...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Home Lending Advisor - Cincinnati OH

    Senior Home Lending Advisor - Cincinnati OH

    Chase • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Private Bank Wealth Advisor III

    Private Bank Wealth Advisor III

    Huntington • Cincinnati, OH, US
    serp_jobs.job_card.full_time
    Private Bank Wealth Advisor III.The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist - $1,607 per week

    Travel Physical Therapist - $1,607 per week

    AHS Staffing • Owenton, KY, United States
    serp_jobs.job_card.full_time
    AHS Staffing is seeking a travel Physical Therapist for a travel job in Owenton, Kentucky.Job Description & Requirements. AHS Staffing is looking for a SNF Physical Therapist in Owenton, KY for a Lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Licensed Financial Advisor (Priority Financial Group)

    Licensed Financial Advisor (Priority Financial Group)

    TruPartner Credit Union • Cincinnati, OH, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Priority Financial Group (PFG).Financial Advisor to work in their Cincinnati Ohio market.The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welco...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Advisor

    Financial Advisor

    The Misch Group • Cincinnati, Ohio, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We are seeking a highly motivated and experienced Financial Advisor to join our growing team.The ideal candidate will provide comprehensive financial planning and investment management services to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Solutions Advisor - Cincinnati Market

    Financial Solutions Advisor - Cincinnati Market

    Bank of America • Fairfield, OH, US
    serp_jobs.job_card.full_time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted