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Financial engineer Jobs in Cincinnati, OH

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Financial engineer • cincinnati oh

Last updated: 3 days ago

Financial Representative

Western & Southern Financial GroupCINCINNATI
Full-time

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recomme... Show more

Remote Financial Analyst

Micro1Newport, Kentucky, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Senior Financial Analyst

EMCOR GroupCincinnati, OH, United States
Full-time

Financial Analyst reporting to the Sr.Finance Manager is responsible for providing financial, operational and analytical support to key clients, both externally and internally throughout the organi... Show more

Senior Financial Analyst/Specialist - Financial Division

GAIC Great American Insurance CompanyCincinnati, OH
Full-time +1

Working for a leader in the insurance industry means opportunity for you.Great American Insurance Group's member companies are subsidiaries of American Financial Group.We combine a "small company" ... Show more

Financial Analyst

NewVista Behavioral HealthCincinnati, OH, United States
$21.50 hourly
Full-time

New Vista Healthcare is currently recruiting a Financial Analyst to join the Revenue Cycle team at our home office in Blue Ash, OH.The Finance Analyst is responsible for providing financial insight... Show more

Financial Representative

Western & Southern LifeCincinnati, OH, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... Show more

Remote Financial Analyst

Micro1Fort Mitchell, Kentucky, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Remote Financial Analyst

Micro1Monfort Heights, Ohio, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Financial Analyst

LeadStackCincinnati, OH, United States
Full-time

MBE) staffing services provider of contingent workforce.As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we're proud to partner with some of... Show more

Financial/Business Analyst

Amergis Healthcare StaffingCincinnati, OH, United States
Full-time

Amergis Healthcare Staffing is seeking a Financial Analyst to elicit, analyze, validate, specify, verify, and manage the business needs of the project stakeholders, including customers and end user... Show more

Remote Financial Analyst

Micro1White Oak, Ohio, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Financial Advisor

Lit at Night EnterprisesWyoming, Ohio, United States
Remote
Full-time

We are seeking a dedicated and client-focused Financial Advisor to join our esteemed firm.This role involves providing expert financial guidance and developing personalized strategies to help clien... Show more

Financial Analyst

CVGCincinnati, OH, United States
Full-time

This position plays a key role in supporting the financial planning and analysis activities essential to the Finance Department and the operation of CVG Airport.Provides support for key finance del... Show more

Financial Reporting Analyst

Elevance HealthVANDERCAR WAY,CINCINNATI,OH
$83,040.00 yearly
Full-time

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 co... Show more

Senior Financial Analyst/Specialist - Financial Division

Great American Insurance GroupCincinnati, OH, United States
Full-time +1

Senior Financial Analyst/Specialist.Working for a leader in the insurance industry means opportunity for you.Great American Insurance Group's member companies are subsidiaries of American Financial... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyCincinnati, OH, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Advisor - Rooted Financial Advisors | Cincinnati, OH

Thrivent Financial for LutheransCincinnati, OH, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Remote Financial Analyst

Micro1Forestville, Ohio, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted
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Financial Representative

Financial Representative

Western & Southern Financial GroupCINCINNATI
30+ days ago
Job type
  • Full-time
Job description

Overview

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities

  • Identify market(s) and develop appropriate marketing plan.
  • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
  • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
  • Adequately prepare for all appointments through established processes.
  • Conduct all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions.
  • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
  • Market for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintain client and company records, payments, etc., in a timely manner.
  • Operate an automobile during both day and night hours.

Qualifications

  • High level of integrity.
  • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills including listening, speaking and writing.
  • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.

Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge of Hardware & Software Required

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses (., Series 6 & 63, CPA,

  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

Position Demands

  • Access to an automobile and ability to maintain a valid driver’s license.