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Financial Planning Support Specialist
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-01-06
Listing for:
Allworth Airline Advisors (Formerly RAA)
Part Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A prominent financial services firm is looking for a Financial Planner to support Advisors and the Sales Team by collecting and analyzing client data, preparing financial plans, and ensuring accuracy in documentation. The ideal candidate has a Bachelor’s degree in finance or related field, 2–3 years of relevant experience, and familiarity with financial planning software. This in-office position offers a competitive salary and opportunities for growth within the company while requiring teamwork and excellent communication skills.
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