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Financial Planner Jobs in Covington, KY (976)

VP, Financial Consultant - Cincinnati, OH

Charles Schwab Careers
Cincinnati, Ohio
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave

Financial Advisor

Northwestern Mutual Life Insurance
Cincinnati, OH
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Planning Consultant - Covington, KY

Fidelity Investments
Covington, KY
New

Financial Advisor

MassMutual
Cincinnati, OH
New
401(k)
Icon: salary
$60 / hour

Remote Financial Advisor Retirement Planner

Corebridge Financial
🌎 Remote
Remote

Financial Advisor/Planner

Northwestern Mutual
Cincinnati, OH
Hospitality
Icon: salary
$75k - $150k / year
‌

Certified Financial Planner

WealthBridge Financial Group
Cincinnati, OH
New
Dental Insurance
Vision Insurance
Education
‌

Senior Financial Planner & Client-Relationship Advisor

Stratos
Blue Ash, OH
New
401(k)
PTO
‌

Associate Financial Planner - Hybrid (Remote 16h/wk)

USI Insurance Services
🌎 Remote
Remote
Hybrid
Health Insurance
‌

Financial Advisor

Northwestern Mutual
Cincinnati, OH
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Advisor

Equitable Advisors
Wyoming, OH
Part-Time
Dental Insurance
Vision Insurance
Flexible Schedule
‌

Merrill Experienced Financial Advisor

Bank of America
Cincinnati, OH
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Financial Solutions Advisor - Cincinnati Market

Dormont Manufacturing
Cincinnati, OH
New
‌

Tax Advisor

Dormont Manufacturing
Dayton, KY
PTO
Dental Insurance
Vision Insurance
‌

Tax Accountant

Waverly Advisors
Cincinnati, OH
PTO
Dental Insurance
Vision Insurance
‌

Wealth Planner

Huntington Bancshares
🌎 Remote
Remote
Diversity Leader
Icon: salary
$1 - $10 / hour
‌

Financial Advisor

The Agency Recruiting
Cincinnati, OH
Dental Insurance
Vision Insurance
‌

Financial Advisor

Dormont Manufacturing
Deer Park, OH
New
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$100k - $150k / year
‌

Financial Advisor

WesBanco
Newport, KY
Health Insurance
‌

Senior Tax Advisor - Wealth Planning for HNW Clients

Dormont Manufacturing
Dayton, KY
‌

Wealth Management Associate: Licensing & Mentorship Path

Equitable Advisors
Cincinnati, OH
Part-Time
Flexible Schedule
‌

Financial Advisor

Skylight Financial Group
Cincinnati, OH
401(k)
Icon: salary
$60 / hour
‌

Financial Advisor

Bankers Life
Cincinnati, OH
‌

Key Private Bank Relationship Manager

Key Bank
Cincinnati, OH
Icon: salary
$96k - $181k / year
‌

Merrill Advisor Development Program - Financial Advisor: Ohio Valley Market

Dormont Manufacturing
Cincinnati, OH
New
‌

Wealth Advisor: Lead Elite Client Relationships

Truepoint Wealth Counsel
Cincinnati, OH
‌

Experienced Financial Advisor - Independent Platform (Ohio)

Wealthbridge-Financial-Group
Cincinnati, OH
Dental Insurance
Vision Insurance
Education
‌

Portfolio Manager - Trust INVM

WesBanco Bank
Fort Thomas, KY
New
‌

Financial Advisor

Stratos
Blue Ash, OH
New
401(k)
PTO
‌

Portfolio Manager - Trust INVM

WesBanco
Fort Thomas, KY
New
‌

Key Private Bank Relationship Manager

Dormont Manufacturing
Dayton, KY
New
Icon: salary
$94k - $175k / year
‌

Remote Financial Advisor - Retirement Planner

Corebridge Financial
🌎 Remote
Part-Time
Remote
Flexible Schedule
‌

Remote Financial Advisor & Investment Planner

Wescom Financial
🌎 Remote
New
Remote

Job Description

Working as a Financial Planner in Covington, KY

There are 976 Financial Planner opportunities available in Covington, KY all with unique requirements.

The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.

Financial Planner jobs near Covington, KY

  • Cincinnati, OH
  • Florence, KY
  • Mason, OH

Financial Planners in Covington, KY Resume Data

Average Experience for Financial Planners in Covington, KY

  • More than 10 years: 71%
  • 6-10 years: 22%
  • 3-5 years: 5%
  • 1-2 years: 2%
  • Less than 1 year: 0%

Educational Background for Financial Planners in Covington, KY

  • Bachelors: 43%
  • Masters: 23%
  • Diploma: 18%
  • Associates: 12%
  • Doctorate: 3%

Top Skill for Financial Planners in Covington, KY

  • Customer focus & orientation: 20%
  • Management & leadership skills: Planning & execution: 11%
  • Administrative assistant/receptionist: 11%
  • Attention to detail: 11%
  • Spreadsheets with Microsoft Excel: 11%
  • Sales skills: 11%
  • Management & leadership skills: Impact & influence: 8%
  • Customer service: 6%
  • Work style: Reliability: 6%
  • Supervisory skills: Motivating & assessing employees: 6%

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