FINANCIAL PLANNING ASSOCIATE

About Key: 
Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $97 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company's businesses deliver their products and services through branches and offices; a network of 1,439 ATMs; telephone banking centers 1-800-KEY2YOU® (1-800-539-2968); and a website, Key.com®, that provides account access and financial products 24 hours a day. 

About the Opportunity:
The Financial Planning Associate, KPB will aid the Financial Planner (FP) and the Investment Solutions Specialist (ISS) with the administrative tasks related to the discipline of financial planning and wealth management / investment sales in an effort to allow the FP/ISS to focus on the sell-side of the Wealth Planning process.

**Position is available in Columbus, Ohio. 

Click here for more information on this position.

Wealth Relationship Advisor

About Us
First Financial Bank has been in the business of serving our clients and building their success for almost 150 years.

Headquartered in Cincinnati, Ohio, First Financial provides banking and financial services for personal banking, business banking and wealth management. With more than 100 banking centers in Ohio, Kentucky and Indiana, we combine world-class financial expertise with the kind of personal service that builds lifelong relationships.

When you join the First Financial team, you become part of a team-based culture with a long history of excellence. We offer our associates a “total rewards package,” which includes a competitive combination of salary and incentive pay, welfare and retirement savings benefits (including a fully funded pension plan), opportunities for growth and development and a great work environment that we believe makes First Financial Bank unique.

With our firm financial footing and client-focused approach to banking, consider First Financial to help you take another step on the path to success. Visit our website at www.bankatfirst.com for more information.

Click here for more information on this position.

Stock Yards Bank and Advisor

About Us and the Position

Founded in 1904 in Louisville, Kentucky, Stock Yards Bank has become one of the region's premier community banks - renowned for the close, personal attention that distinguished us from other financial institutions in our market.  Stock Yards established a Cincinnati Wealth Management presence in March ’10 and offers a unique opportunity for an ambitious  Advisor.  We are looking to continue our momentum by identifying a candidate with the following skills and personality traits: trust services, fiduciary responsibility principles, trust products and services and working knowledge of state and federal laws affecting estate and gift taxation. The candidate will be essential to the continued growth in the Cincinnati market and will be asked to bring business generation and investment solution strategies.

We are wholly owned by S.Y.Bancorp, Inc., a publicly traded bank holding company traded on the NASDAQ under the ticker symbol SYBT.  We actively seek the best and brightest individuals to help us further our success.

Click here for more information on this position.

Stock Yards Bank and Portfolio Manager

About Us and the Position

Founded in 1904 in Louisville, Kentucky, Stock Yards Bank has become one of the region's premier community banks - renowned for the close, personal attention that distinguished us from other financial institutions in our market.  Stock Yards established a Cincinnati Wealth Management presence in March ’10 and offers a unique opportunity for an ambitious  Advisor.  We are looking to continue our momentum by identifying a candidate with the following skills and personality traits: trust services, fiduciary responsibility principles, trust products and services and working knowledge of state and federal laws affecting estate and gift taxation. The candidate will be essential to the continued growth in the Cincinnati market and will be asked to bring business generation and investment solution strategies.

We are wholly owned by S.Y.Bancorp, Inc., a publicly traded bank holding company traded on the NASDAQ under the ticker symbol SYBT.  We actively seek the best and brightest individuals to help us further our success.

Click here for more information on this position.

Stock Yards Bank and Wealth Advisor, Financial Planner

About Us and the Position

The Cincinnati market offers a unique opportunity for an ambitious Wealth Advisor, Financial Planner. Stock Yards Bank & Trust targets high-net worth relationships; it is essential the candidate have an entrepreneurial spirit and strong technical skills. Stock Yards established a Cincinnati Wealth Management presence in March ’10. We are looking to continue our momentum by identifying a candidate who possesses an expert understanding of sophisticated financial planning strategies. This position is responsible for meeting production goals which include generating fee income and ensuring profitability.

As a Wealth Advisor, Financial Planner, you will actively engage in the sale and delivery of fee-based financial planning services to new and existing Stock Yards Bank & Trust clients as well as our most valued Wealth Management clients (business owners, corporate executives, doctors and other professionals). You will utilize our wealth management, brokerage, insurance, 401(k), lending and banking resources for implementation of financial planning recommendations. Related experience with strong communication and interpersonal skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.  

We are wholly owned by S.Y.Bancorp, Inc., a publicly traded bank holding company traded on the NASDAQ under the ticker symbol SYBT.  We actively seek the best and brightest individuals to help us further our success.

Click here for more information on this position.

Buckingham Financial Group, Inc.

Buckingham Financial Group, Inc. is an established, independent wealth management firm in Dayton, Ohio providing integrated financial planning, asset management and accounting services to our clients.  Our team of investment professionals includes multiple Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®) and Certified Public Accountants (CPA®). 

We are currently in a position to increase our financial planning staff.  Preference will be given to an individual who has already obtained CFP® certification or has passed their CFP® exam and is currently in the process of satisfying work related requirements.

The individual we seek must enjoy working with clients, critical thinking and a fast paced environment. You should also be coachable, flexible and have strong working knowledge of Microsoft Office Suite.

Responsibilities will include:

• Client Servicing
• Conducting Financial Planning
• Assisting clients with Estate Planning
• Working with Investment Department to coordinate portfolio management
• Collaborating with Accounting Department regarding tax planning and tax return preparation

This position entails servicing existing clients, no quotas, commissions or selling are involved.  This is a full time position with a pay scale between $32,000 and $42,000 (not including benefits and bonuses).  Employee benefits include health, life and disability insurance, as well as a pension plan. Buckingham Financial Group is able to offer advanced training as part of our in house continuing education program. 

If you feel you qualify for this position and feel as though Buckingham Financial Group would be a good fit for you, please submit a letter of interest and resume to service@buckinghamfinancial.com or mail to Buckingham Financial Group, Inc.   Attn: Operations Manager, 6856 Loop Road, Dayton, OH  45459.