Investment Associate (260000A8) Organization: Arts CouncilAgency Contact Name and Information: Jarred SmallUnposting Date: Feb 5, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 33 30 East Broad Street 33rd Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $53,602Schedule: Full-time Work Hours: 40 hours a week Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Grants AdministrationTechnical Skills: Budgeting, Accounting and Finance, Grants AdministrationProfessional Skills: Attention to Detail, Interpreting Data, Problem Solving Agency OverviewThe Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.Job Description*PLEASE NOTE: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to:Facilitate grants administration work for all agency grant programs: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.Read, interpret, and prepare technical reports: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.Maintain excellent public relations: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.Maintain the agency's online grant application system: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.Assist with special programs and projects: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics:Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.(*) Developed after employment.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsMinimum Class Qualifications For Employment:Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.Or six months' experience as Grants Coordinator 1, 63161.Or equivalent of Minimum Class Qualifications For Employment noted above.Supplemental InformationSome evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or ***********************. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note: Please submit a cover letter and current resume in support of your interest in the position.Submit application materials to:Ohio Arts ********************************************ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$53.6k yearly Auto-Apply 16h ago
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Wealth Advisor - PNC Wealth Management
PNC 4.1
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Louisville, KY.
PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
**Competencies**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $75,000.00 - $125,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 12/10/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-125k yearly 42d ago
Investment Associate
State of Ohio 4.5
Columbus, OH
Minimum Class Qualifications For Employment:
Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.
Or six months' experience as Grants Coordinator 1, 63161.
Or equivalent of Minimum Class Qualifications For Employment noted above.
At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.
Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.
The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Some evenings and/or weekends are required. Occasional overnight travel may be necessary.
As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.
The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or
***********************
. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made.
*In-House Note\: Please submit a cover letter and current resume in support of your interest in the position.
Submit application materials to:
Ohio Arts Council
*************************
************
The Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.
*PLEASE NOTE\: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*
The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.
This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations.
Duties include, but are not limited to:
Facilitate grants administration work for all agency grant programs\: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.
Read, interpret, and prepare technical reports\: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.
Maintain excellent public relations\: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.
Maintain the agency's online grant application system\: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.
Assist with special programs and projects\: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan.
Major Worker Characteristics:
Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.
(*) Developed after employment.
$53.6k yearly Auto-Apply 6d ago
Investment Advisor I
PNC Financial Services Group, Inc. 4.4
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Columbus, OH.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Supports the management of accounts in accordance with investment objectives that have been developed with the client.
* Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
* May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
* Supports the execution of risk management practices through the adherence to PNC's policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
Competencies
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $45,000.00 - $115,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$45k-115k yearly 16d ago
Investment Advisor I
PNC 4.1
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Investment Advisor I within PNC's Private Bank organization, you will be based in Columbus, OH.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Supports the management of accounts in accordance with investment objectives that have been developed with the client.
+ Supports the delivery of the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
+ May be responsible for maintaining and growing assets under management. Additionally, is an active participant in the sales efforts of the business through the introduction and expansion of financial services to the client.
+ Supports the execution of risk management practices through the adherence to PNC's policies and procedures.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
**Competencies**
Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Investment Reporting, Portfolio Management, Products and Services, Value Selling
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: $45,000.00 - $115,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 01/05/2026, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$45k-115k yearly 15d ago
(Revenue Management) Financial Analyst
State of Ohio 4.5
Columbus, OH
(Revenue Management) Financial Analyst (260000E3) Organization: MedicaidAgency Contact Name and Information: ******************************** Unposting Date: Jan 26, 2026, 4:59:00 AMWork Location: Lazarus 5 50 West Town Street Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $25.77/HourSchedule: Full-time Work Hours: 8:00 am - 5:00 pm Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and FinanceProfessional Skills: Attention to Detail, Interpreting Data, Results Oriented, Responsiveness Agency OverviewAbout Us:Investing in opportunities for Ohioans that work for every person and every family in every corner of our state is at the hallmark of Governor DeWine's agenda for Ohio's future. To ensure Ohio is “the best place to live, work, raise and family and start a business,” we must have strong schools, a great quality of life, and compassion for those who need our help.Ohio Department of Medicaid plays a unique and necessary role in supporting the governor's vision. As the single state Medicaid agency responsible for administering high-quality, person-centric healthcare, the department is committed to supporting the health and wellbeing of nearly one in every four Ohioans served. We do so by:Delivering a personalized care experience to more than three million people served.Improving care for children and adults with complex behavioral health needs.Working collectively with our partners and providers to measurably strengthen wellness and health outcomes.Streamlining administrative burdens so doctors and healthcare providers have more time for patient care.Ensuring financial transparency and operational accountability across all Medicaid programs and services.Job DescriptionWhat You Will Do at ODM:Office: Fiscal OperationsBureau: AccountingClassification: Financial Analyst (PN 20046435) Job Overview:The Ohio Department of Medicaid (ODM) is seeking a financial professional to be part of its Revenue Management Section. As a Revenue Management Financial Analyst, your responsibilities will include:Perform revenue transactions on behalf of the agency Create and process deposits in Ohio Administrative Knowledge System (OAKS) by reviewing financial information from the bank Perform weekly fund reconciliations Initiate refund requests for overpayments Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or 12 mos. exp. as Financial Associate, 66561. -Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications. Job Skills: Accounting and FinanceSupplemental InformationSupplemental Information:The Ohio Department of Medicaid does not provide employment-based visa sponsorship.Compensation is as listed on the posting unless required by legislation or union contract.Travel required, as needed. Must provide own transportation. Or, in order to operate a state vehicle, you must have a valid driver's license from state of residence.Resumes and/or attachments are not reviewed. Therefore, please provide detail in the work experience section of your application.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$25.8 hourly Auto-Apply 2d ago
(Payment Management) Financial Analyst
Dasstateoh
Columbus, OH
(Payment Management) Financial Analyst (260000E5) Organization: MedicaidAgency Contact Name and Information: ******************************** Unposting Date: Jan 26, 2026, 4:59:00 AMWork Location: Lazarus 5 50 West Town Street Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $25.77/HourSchedule: Full-time Work Hours: 8:00 am - 5:00 pm Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and FinanceProfessional Skills: Attention to Detail, Interpreting Data, Results Oriented, Responsiveness Agency OverviewAbout Us:Investing in opportunities for Ohioans that work for every person and every family in every corner of our state is at the hallmark of Governor DeWine's agenda for Ohio's future. To ensure Ohio is “the best place to live, work, raise and family and start a business,” we must have strong schools, a great quality of life, and compassion for those who need our help.Ohio Department of Medicaid plays a unique and necessary role in supporting the governor's vision. As the single state Medicaid agency responsible for administering high-quality, person-centric healthcare, the department is committed to supporting the health and wellbeing of nearly one in every four Ohioans served. We do so by:Delivering a personalized care experience to more than three million people served.Improving care for children and adults with complex behavioral health needs.Working collectively with our partners and providers to measurably strengthen wellness and health outcomes.Streamlining administrative burdens so doctors and healthcare providers have more time for patient care.Ensuring financial transparency and operational accountability across all Medicaid programs and services.Job DescriptionWhat You Will Do at ODM:Office: Fiscal OperationsBureau: AccountingClassification: Financial Analyst (20045441) Job Overview:The Ohio Department of Medicaid (ODM) is seeking a financial professional to be part of its Payment Management Section. As a Payment Management Financial Analyst, your responsibilities will include:• Reviewing documentation for accuracy and creating or reviewing requisitions, purchase orders, and vouchers in the Ohio Administrative Knowledge System (OAKS) and Ohio Buys.• Reviewing accounts payable and expenditure details such as requisitions, purchase orders, invoices, vouchers, and other types of payment files processed in our Medicaid system based on agency and State of Ohio policies.• Coordinate and work with Payment Management and other staff on interstate transfer invoices and vouchers for approval and processing, including the use of Cognos reporting and other internal systems.• Reviewing Ohio Administrative Knowledge System (OAKS) voucher information for accuracy, making coding adjustments when necessary.• Processing invoices through SharePoint system for approval routing. Tracking status of approvals.• Sending timely Ohio Administrative Knowledge System (OAKS) voucher approval requests to team lead and supervisor.• Coordinating with Medicaid staff to process and book approved travel requests submitted via SharePoint.• Reconciling p-card transactions according to OBM guidelines/deadlines.• Creating and uploading invoices via Shared Services portal. Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or 12 mos. exp. as Financial Associate, 66561. -Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications. Job Skills: Accounting and FinanceSupplemental InformationSupplemental Information:The Ohio Department of Medicaid does not provide employment-based visa sponsorship.Compensation is as listed on the posting unless required by legislation or union contract.This position is overtime exempt.Travel required, as needed. Must provide own transportation. Or, in order to operate a state vehicle, you must have a valid driver's license from state of residence.Resumes and/or attachments are not reviewed. Therefore, please provide detail in the work experience section of your application ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$25.8 hourly Auto-Apply 16h ago
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group, Inc. 4.4
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in Louisville, KY.
PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
* Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
* Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Pay Transparency
Base Salary: $75,000.00 - $125,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/10/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-125k yearly 42d ago
(Revenue Management) Financial Analyst
Dasstateoh
Columbus, OH
(Revenue Management) Financial Analyst (260000E3) Organization: MedicaidAgency Contact Name and Information: ******************************** Unposting Date: Jan 26, 2026, 4:59:00 AMWork Location: Lazarus 5 50 West Town Street Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $25.77/HourSchedule: Full-time Work Hours: 8:00 am - 5:00 pm Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and FinanceProfessional Skills: Attention to Detail, Interpreting Data, Results Oriented, Responsiveness Agency OverviewAbout Us:Investing in opportunities for Ohioans that work for every person and every family in every corner of our state is at the hallmark of Governor DeWine's agenda for Ohio's future. To ensure Ohio is “the best place to live, work, raise and family and start a business,” we must have strong schools, a great quality of life, and compassion for those who need our help.Ohio Department of Medicaid plays a unique and necessary role in supporting the governor's vision. As the single state Medicaid agency responsible for administering high-quality, person-centric healthcare, the department is committed to supporting the health and wellbeing of nearly one in every four Ohioans served. We do so by:Delivering a personalized care experience to more than three million people served.Improving care for children and adults with complex behavioral health needs.Working collectively with our partners and providers to measurably strengthen wellness and health outcomes.Streamlining administrative burdens so doctors and healthcare providers have more time for patient care.Ensuring financial transparency and operational accountability across all Medicaid programs and services.Job DescriptionWhat You Will Do at ODM:Office: Fiscal OperationsBureau: AccountingClassification: Financial Analyst (PN 20046435) Job Overview:The Ohio Department of Medicaid (ODM) is seeking a financial professional to be part of its Revenue Management Section. As a Revenue Management Financial Analyst, your responsibilities will include:Perform revenue transactions on behalf of the agency Create and process deposits in Ohio Administrative Knowledge System (OAKS) by reviewing financial information from the bank Perform weekly fund reconciliations Initiate refund requests for overpayments Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software. -Or 12 mos. exp. as Financial Associate, 66561. -Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications. Job Skills: Accounting and FinanceSupplemental InformationSupplemental Information:The Ohio Department of Medicaid does not provide employment-based visa sponsorship.Compensation is as listed on the posting unless required by legislation or union contract.Travel required, as needed. Must provide own transportation. Or, in order to operate a state vehicle, you must have a valid driver's license from state of residence.Resumes and/or attachments are not reviewed. Therefore, please provide detail in the work experience section of your application.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$25.8 hourly Auto-Apply 16h ago
(Revenue Management) Financial Analyst
State of Ohio 4.5
Columbus, OH
About Us:
Investing in opportunities for Ohioans that work for every person and every family in every corner of our state is at the hallmark of Governor DeWine's agenda for Ohio's future. To ensure Ohio is “the best place to live, work, raise and family and start a business,” we must have strong schools, a great quality of life, and compassion for those who need our help.
Ohio Department of Medicaid plays a unique and necessary role in supporting the governor's vision. As the single state Medicaid agency responsible for administering high-quality, person-centric healthcare, the department is committed to supporting the health and wellbeing of nearly one in every four Ohioans served. We do so by:
Delivering a personalized care experience to more than three million people served.
Improving care for children and adults with complex behavioral health needs.
Working collectively with our partners and providers to measurably strengthen wellness and health outcomes.
Streamlining administrative burdens so doctors and healthcare providers have more time for patient care.
Ensuring financial transparency and operational accountability across all Medicaid programs and services.
Supplemental Information:
The Ohio Department of Medicaid does not provide employment-based visa sponsorship.
Compensation is as listed on the posting unless required by legislation or union contract.
Travel required, as needed. Must provide own transportation. Or, in order to operate a state vehicle, you must have a valid driver's license from state of residence.
Resumes and/or attachments are not reviewed. Therefore, please provide detail in the work experience section of your application.
30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software.
-Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software.
-Or 12 mos. exp. as Financial Associate, 66561.
-Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE\: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications.
Job Skills: Accounting and Finance
The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.
What You Will Do at ODM:
Office: Fiscal Operations
Bureau: Accounting
Classification: Financial Analyst (PN 20046435)
Job Overview:
The Ohio Department of Medicaid (ODM) is seeking a financial professional to be part of its Revenue Management Section. As a Revenue Management Financial Analyst, your responsibilities will include:
Perform revenue transactions on behalf of the agency
Create and process deposits in Ohio Administrative Knowledge System (OAKS) by reviewing financial information from the bank
Perform weekly fund reconciliations
Initiate refund requests for overpayments
At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.
$34k-46k yearly est. Auto-Apply 4d ago
Financial Advisor - PNC Wealth Management
PNC 4.1
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you may be based in Columbus or Cleveland, OH, Indianapolis, IN, Chicago, IL, Detroit or Lansing, MI or St. Louis, MO.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
**Competencies**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $75,000.00 - $75,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 12/03/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-75k yearly 49d ago
Financial Advisor - PNC Wealth Management
PNC Financial Services Group, Inc. 4.4
Columbus, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you may be based in Columbus or Cleveland, OH, Indianapolis, IN, Chicago, IL, Detroit or Lansing, MI or St. Louis, MO.
Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Pay Transparency
Base Salary: $75,000.00 - $75,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 12/03/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$75k-75k yearly 49d ago
(Payment Management) Financial Analyst
State of Ohio 4.5
Columbus, OH
The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.
30 mos. exp. or 30 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software.
-Or completion of undergraduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an intermediate level of experience in spreadsheet software.
-Or 12 mos. exp. as Financial Associate, 66561.
-Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE\: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications.
Job Skills: Accounting and Finance
About Us:
Investing in opportunities for Ohioans that work for every person and every family in every corner of our state is at the hallmark of Governor DeWine's agenda for Ohio's future. To ensure Ohio is “the best place to live, work, raise and family and start a business,” we must have strong schools, a great quality of life, and compassion for those who need our help.
Ohio Department of Medicaid plays a unique and necessary role in supporting the governor's vision. As the single state Medicaid agency responsible for administering high-quality, person-centric healthcare, the department is committed to supporting the health and wellbeing of nearly one in every four Ohioans served. We do so by:
Delivering a personalized care experience to more than three million people served.
Improving care for children and adults with complex behavioral health needs.
Working collectively with our partners and providers to measurably strengthen wellness and health outcomes.
Streamlining administrative burdens so doctors and healthcare providers have more time for patient care.
Ensuring financial transparency and operational accountability across all Medicaid programs and services.
At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.
What You Will Do at ODM:
Office: Fiscal Operations
Bureau: Accounting
Classification: Financial Analyst (20045441)
Job Overview:
The Ohio Department of Medicaid (ODM) is seeking a financial professional to be part of its Payment Management Section. As a Payment Management Financial Analyst, your responsibilities will include:
• Reviewing documentation for accuracy and creating or reviewing requisitions, purchase orders, and vouchers in the Ohio Administrative Knowledge System (OAKS) and Ohio Buys.
• Reviewing accounts payable and expenditure details such as requisitions, purchase orders, invoices, vouchers, and other types of payment files processed in our Medicaid system based on agency and State of Ohio policies.
• Coordinate and work with Payment Management and other staff on interstate transfer invoices and vouchers for approval and processing, including the use of Cognos reporting and other internal systems.
• Reviewing Ohio Administrative Knowledge System (OAKS) voucher information for accuracy, making coding adjustments when necessary.
• Processing invoices through SharePoint system for approval routing. Tracking status of approvals.
• Sending timely Ohio Administrative Knowledge System (OAKS) voucher approval requests to team lead and supervisor.
• Coordinating with Medicaid staff to process and book approved travel requests submitted via SharePoint.
• Reconciling p-card transactions according to OBM guidelines/deadlines.
• Creating and uploading invoices via Shared Services portal.
Supplemental Information:
The Ohio Department of Medicaid does not provide employment-based visa sponsorship.
Compensation is as listed on the posting unless required by legislation or union contract.
This position is overtime exempt.
Travel required, as needed. Must provide own transportation. Or, in order to operate a state vehicle, you must have a valid driver's license from state of residence.
Resumes and/or attachments are not reviewed. Therefore, please provide detail in the work experience section of your application
$34k-46k yearly est. Auto-Apply 4d ago
Insurance Contract Analyst 3 - Life & Health
Dasstateoh
Columbus, OH
Insurance Contract Analyst 3 - Life & Health (2500097N) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 33.52Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: InsuranceTechnical Skills: Regulatory Compliance, Technical Documentation, Insurance, ResearchProfessional Skills: Analyzation, Critical Thinking, Interpreting Data Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.OPRAS Mission Statement: The mission of the Office of Product Regulation and Actuarial Services (OPRAS) is to provide consumer protection and assure compliance with all applicable insurance laws and regulations through the review of insurance product policy forms and verification that premium rates are actuarially sound.Job DescriptionPosition Overview:As an Insurance Contract Analyst 3, you will play a vital role in reviewing and analyzing insurance product submissions to ensure compliance with Ohio laws and regulations. You will work closely with insurance companies, internal teams, and senior analysts to support the regulatory review process for Life, Annuity, and Health products.Key Responsibilities:Analyze standard Medicare Supplement, Dental, Vision, Life, and Annuity policy form submissions for compliance with state and federal laws, regulations, and department policies.Pre-process policy form submissions and assist senior analysts with complex product reviews.Communicate with insurance companies regarding compliance issues, provide guidance to filers, and approve forms for use in Ohio.Create and maintain compliance review tools and work management systems to support regulatory functions.Research historical product submissions and trends using databases such as SERFF, Intellivue, and NAIC.Prepare reports, proofread technical materials, and present findings to internal divisions such as Legal and Consumer Services.Perform administrative and support tasks including document management, correspondence, and phone support.Provide direction to lower-level analysts and assist with workload balancing during peak periods.Other duties as assigned.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications6 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 6 courses in insurance pertinent to assigned division (e.g., for positions in managed care division, courses must be in managed care field, for positions in property & casualty division, courses must be in property & casualty field, for positions in life & health division, courses must be in life & health field); 4 1/2 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or completion of undergraduate core program in insurance, business or mathematics; 4 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 2 yrs. exp. as Insurance Contract Analyst 2, 66742, pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care division, for positions in property & casualty division, exp. must be in property & casualty division, for positions in life & health division, exp. must be in life & health division). -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: InsuranceSupplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$45k-65k yearly est. Auto-Apply 16h ago
Financial Advisor - PNC Wealth Management
PNC Financial Services Group, Inc. 4.4
Springfield, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
As a Financial Advisor within PNC Wealth Management, you will be based in East Springfield, OH at the Springfield East branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
* Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
* Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
* Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
* Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
Competencies
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
Pay Transparency
Base Salary: $45,000.00 - $100,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 10/16/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$45k-100k yearly 60d+ ago
Financial Advisor - PNC Wealth Management
PNC 4.1
Springfield, OH
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 to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
As a Financial Advisor within PNC Wealth Management, you will be based in East Springfield, OH at the Springfield East branch.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
+ Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
+ Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
+ Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
+ Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management
**Competencies**
Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.
**Pay Transparency**
Base Salary: $45,000.00 - $100,000.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 10/16/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Insurance Contract Analyst 3 - Property & Casualty (25000984) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 33.52Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: InsuranceTechnical Skills: Regulatory Compliance, Technical Documentation, Insurance, ResearchProfessional Skills: Analyzation, Critical Thinking, Interpreting Data Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.OPRAS Mission Statement: The mission of the Office of Product Regulation and Actuarial Services (OPRAS) is to provide consumer protection and assure compliance with all applicable insurance laws and regulations through the review of insurance product policy forms and verification that premium rates are actuarially sound.Job DescriptionPosition Overview OPRAS is seeking two Insurance Contract Analysts 3's. As an Insurance Contract Analyst 3, you will play a key role in reviewing and analyzing a broad range of P&C insurance product filings including personal lines, commercial lines, and surplus lines to ensure compliance with Ohio laws, regulations, and departmental policies. This position involves interpreting complex insurance documents, communicating with regulated entities, and supporting the division's regulatory and administrative functions through research, reporting, and collaboration.Key ResponsibilitiesAnalyze property & casualty product filings, including personal, commercial, surplus lines, and miscellaneous registrations, for regulatory compliance.Research and interpret applicable state laws, rules, bulletins, and departmental policies.Communicate compliance issues and filing requirements to insurers and regulated entities, providing guidance to resolve deficiencies.Respond to inquiries and complaints from insurers and the public in both verbal and written form.Utilize systems such as ODIIS, SERFF, NAIC databases, and other tools to verify data and support analysis.Create and maintain compliance review tools and work management resources to support workflow efficiency.Prepare reports, correspondence, and recommendations based on filing reviews and data analysis.Represent the department at meetings and conferences, providing regulatory insight and updates.Assist with administrative tasks including document management, proofreading, and supporting team operations during peak workloads or absences. Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications6 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 6 courses in insurance pertinent to assigned division (e.g., for positions in managed care division, courses must be in managed care field, for positions in property & casualty division, courses must be in property & casualty field, for positions in life & health division, courses must be in life & health field); 4 1/2 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or completion of undergraduate core program in insurance, business or mathematics; 4 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 2 yrs. exp. as Insurance Contract Analyst 2, 66742, pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care division, for positions in property & casualty division, exp. must be in property & casualty division, for positions in life & health division, exp. must be in life & health division). -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: InsuranceSupplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
Insurance Contract Analyst 3 - Property & Casualty (25000984) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 33.52Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: InsuranceTechnical Skills: Regulatory Compliance, Technical Documentation, Insurance, ResearchProfessional Skills: Analyzation, Critical Thinking, Interpreting Data Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.OPRAS Mission Statement: The mission of the Office of Product Regulation and Actuarial Services (OPRAS) is to provide consumer protection and assure compliance with all applicable insurance laws and regulations through the review of insurance product policy forms and verification that premium rates are actuarially sound.Job DescriptionPosition Overview OPRAS is seeking two Insurance Contract Analysts 3's. As an Insurance Contract Analyst 3, you will play a key role in reviewing and analyzing a broad range of P&C insurance product filings including personal lines, commercial lines, and surplus lines to ensure compliance with Ohio laws, regulations, and departmental policies. This position involves interpreting complex insurance documents, communicating with regulated entities, and supporting the division's regulatory and administrative functions through research, reporting, and collaboration.Key ResponsibilitiesAnalyze property & casualty product filings, including personal, commercial, surplus lines, and miscellaneous registrations, for regulatory compliance.Research and interpret applicable state laws, rules, bulletins, and departmental policies.Communicate compliance issues and filing requirements to insurers and regulated entities, providing guidance to resolve deficiencies.Respond to inquiries and complaints from insurers and the public in both verbal and written form.Utilize systems such as ODIIS, SERFF, NAIC databases, and other tools to verify data and support analysis.Create and maintain compliance review tools and work management resources to support workflow efficiency.Prepare reports, correspondence, and recommendations based on filing reviews and data analysis.Represent the department at meetings and conferences, providing regulatory insight and updates.Assist with administrative tasks including document management, proofreading, and supporting team operations during peak workloads or absences. Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications6 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 6 courses in insurance pertinent to assigned division (e.g., for positions in managed care division, courses must be in managed care field, for positions in property & casualty division, courses must be in property & casualty field, for positions in life & health division, courses must be in life & health field); 4 1/2 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or completion of undergraduate core program in insurance, business or mathematics; 4 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 2 yrs. exp. as Insurance Contract Analyst 2, 66742, pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care division, for positions in property & casualty division, exp. must be in property & casualty division, for positions in life & health division, exp. must be in life & health division). -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: InsuranceSupplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$34k-45k yearly est. Auto-Apply 2d ago
Insurance Contract Analyst 3 - Life & Health
State of Ohio 4.5
Columbus, OH
Insurance Contract Analyst 3 - Life & Health (2500097N) Organization: InsuranceAgency Contact Name and Information: Kim Lowry ************Unposting Date: OngoingWork Location: 50 W Town St 50 West Town Street Suite 300 Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 33.52Schedule: Full-time Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: InsuranceTechnical Skills: Regulatory Compliance, Technical Documentation, Insurance, ResearchProfessional Skills: Analyzation, Critical Thinking, Interpreting Data Agency OverviewAbout Us:The Ohio Department of Insurance (ODI) was established in 1872 as an agency charged with overseeing insurance regulations, enforcing statutes mandating consumer protections, educating consumers, and fostering the stability of insurance markets in Ohio.Today, the mission of the Ohio Department of Insurance is to provide consumer protection through education and fair but vigilant regulation while promoting a stable and competitive environment for insurers.Please visit our website Department of Insurance and also find us on LinkedIn.OPRAS Mission Statement: The mission of the Office of Product Regulation and Actuarial Services (OPRAS) is to provide consumer protection and assure compliance with all applicable insurance laws and regulations through the review of insurance product policy forms and verification that premium rates are actuarially sound.Job DescriptionPosition Overview:As an Insurance Contract Analyst 3, you will play a vital role in reviewing and analyzing insurance product submissions to ensure compliance with Ohio laws and regulations. You will work closely with insurance companies, internal teams, and senior analysts to support the regulatory review process for Life, Annuity, and Health products.Key Responsibilities:Analyze standard Medicare Supplement, Dental, Vision, Life, and Annuity policy form submissions for compliance with state and federal laws, regulations, and department policies.Pre-process policy form submissions and assist senior analysts with complex product reviews.Communicate with insurance companies regarding compliance issues, provide guidance to filers, and approve forms for use in Ohio.Create and maintain compliance review tools and work management systems to support regulatory functions.Research historical product submissions and trends using databases such as SERFF, Intellivue, and NAIC.Prepare reports, proofread technical materials, and present findings to internal divisions such as Legal and Consumer Services.Perform administrative and support tasks including document management, correspondence, and phone support.Provide direction to lower-level analysts and assist with workload balancing during peak periods.Other duties as assigned.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.Qualifications6 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 6 courses in insurance pertinent to assigned division (e.g., for positions in managed care division, courses must be in managed care field, for positions in property & casualty division, courses must be in property & casualty field, for positions in life & health division, courses must be in life & health field); 4 1/2 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or completion of undergraduate core program in insurance, business or mathematics; 4 yrs. exp. in insurance field working with insurance contracts (e.g., health; life; annuities; personal lines; commercial lines) pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care field, for positions in property & casualty division, exp. must be in property & casualty field, for positions in life & health division, exp. must be in life & health field); 6 mos. exp. in operation of personal computer or mainframe computer. -Or 2 yrs. exp. as Insurance Contract Analyst 2, 66742, pertinent to assigned division (e.g., for positions in managed care division, exp. must be in managed care division, for positions in property & casualty division, exp. must be in property & casualty division, for positions in life & health division, exp. must be in life & health division). -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: InsuranceSupplemental InformationApplication Procedures:When completing the different sections of this application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. We cannot give you credit for your Work Experience and Education & Certifications if you do not provide that information in your online application. Information in attached resumes or cover letters must be entered into your application in the appropriate Work Experience or Education & Certification sections to be considered.Status of Posted Positions:You can check the status of your application online by signing into your profile. Jobs you applied for will be listed. The application status is shown to the right of the position title and application submission details. Questions about the position not pertaining to your application status can be directed to: Kim Lowry @ ************.Applicants must be currently authorized to work in the United States on a full-time basis.Reasonable Accommodation: ODI does not discriminate on the basis of disability in its hiring or employment practices and complies with the ADA employment regulations. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact the agency Human Resource Offices' ADA Coordinator, Andrew Skal, by emailing ****************************** or calling ************. Otherwise, you will be given specific instructions on requesting an accommodation if you are invited to participate in a structured interview.Background Check Information:The final candidate selected for this position will be required to undergo a criminal background check. Section 2961 of the Ohio Revised Code (ORC) prohibits individuals convicted of a felony involving fraud, deceit or theft from holding a position that has substantial management of control over property of a state agency.ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.
$34k-45k yearly est. Auto-Apply 2d ago
State Accounting Financial Analyst 2
Dasstateoh
Columbus, OH
State Accounting Financial Analyst 2 (2600006T) Organization: Budget and ManagementAgency Contact Name and Information: Derek TalibUnposting Date: Jan 20, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 34 30 East Broad Street 34th Floor Columbus 43215-3457Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: 24.16-30.55Schedule: Full-time Work Hours: 8:00 A.M. to 5:00 P.M.Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Accounting and FinanceTechnical Skills: Accounting and Finance, Administrative support/services Professional Skills: Critical Thinking, Customer Focus Agency Overview: What we do: The Ohio Office of Budget and Management (OBM) is the fiscal backbone of the State of Ohio enterprise. OBM works with the Governor and every state agency in providing policy analysis, fiscal research, and financial management services. We help state agencies shape Ohio's future by ensuring the proper and responsible use of state resources!Job DescriptionWhat you'll do: As a State Accounting Financial Analyst 2, you will play a key role in reviewing financial transactions, ensuring compliance, and providing guidance to state agencies. Responsibilities include but are not limited to analyzing and approving vouchers, assisting agencies with problem resolution, and supporting accurate reporting and process improvements to maintain transparency and efficiency in state accounting operations.Analyzes, researches, & evaluates state agency financial transactions: Reviews, researches, analyzes, and recommends the proper fields and/or documents required for approval of vouchers Approves vouchers and reviews unpaid vouchers for reason codes; makes necessary updates or communicates with participating agencies Researches customer inquiries and assists agencies with problem resolution via email or helpdesk cases Assists with development of procedural documentation and generates reports Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes:
Medical Coverage
Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
Childbirth, Adoption, and Foster Care leave
Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsCompletion of undergraduate core program in accounting, business administration, finance or related field. -Or 12 months experience as State Accounting Financial Analyst 1, 62211. -Or equivalent of Minimum Class Qualifications For Employment noted above. Job Skills: Accounting and FinanceSupplemental InformationWhen completing your application, be sure to clearly describe how you meet the minimum qualifications outlined in this job posting. If you require reasonable accommodation for the application process, please email the Human Resources contact on this posting so arrangements can be made. The Director of OBM, or their designee, will interview all final candidates for this position. The final candidate selected for this position will be required to undergo a criminal background check. Criminal convictions do not necessarily preclude an applicant from consideration for a position. An individual assessment of an applicant's prior criminal convictions will be made before excluding an applicant from consideration. ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.