Top 1426 advisor Jobs in columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Luxury Service Advisor
Confidential —Columbus, OH
- $60,000 - $120,000 a year
- Full-time
- Customer service
- Mid-level
- 3 years
- Health savings account
- Health insurance
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2d
Senior Manager, FP&A
Orveon Global US LLC —Columbus, OH
- $117,500 - $156,500 a year
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- 5 years
- Opportunities for advancement
Quick Apply
Senior Technical Business Analyst
Manifest Solutions Corp —Columbus, OH
- $92,000 - $110,000 a year
- Full-time
- Background check
- Computer Science
- ERP systems
- Health insurance
- Dental insurance
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Client Advisor - Part Time
Louis Vuitton —Columbus, OH
- Part-time
- Entry level
- Commercial
Senior Inside Sales Advisor (Remote/Eastern Time)
A Place for Mom —Columbus, OH
- $24.76 an hour
- Weekends as needed
- Remote
- Bachelor's degree
- US work authorization
- Senior level
- Health insurance
- Dental insurance
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Employee Experience (EX) Advisor - Healthcare
Press Ganey —Columbus, OH
- $81,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Excel
- Bachelor's degree
- Travel
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Academic Advisor
Columbus State Community College —Columbus, OH
- $51,101.40 a year
- Weekends as needed
- Mid-level
- Office
- University
H&M Sales Advisor - Easton Town Center
H&M —Columbus, OH
- $15 an hour
- Part-time
- Merchandising
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
Beauty Advisor - Part Time - Easton Town Center
L'Occitane En Provence —Columbus, OH
- $15.70 - $18.05 an hour
- Part-time
- Sales
- Computer literacy
- Mentoring
Quick Apply
VP & Assistant General Counsel, Operations
Casto Management Services Inc. —Columbus, OH
- Full-time
- Background check
- 5 years
- Writing skills
- Wellness program
- Health savings account
Quick Apply
Design Engineering Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Background check
- Clean driving record
- 5 years
- Health savings account
- Relocation assistance
Quick Apply
14d
Operational Cultural Advisor - Ukrainian Language / SAG-U Support
Atlas Advisors, LLC —Columbus, OH
- 8 hour shift
- English
- Office
- 8 years
- Paid training
- Relocation assistance
Quick Apply
8d
IT Application Manager
Nifco America, Corp. —Canal Winchester, OH
- Full-time
- Hybrid work
- Background check
- Computer science
- Computer Science
- Health savings account
- Health insurance
Quick Apply
14d
Automotive Technician
BMW Dealer Careers —Columbus, OH
- $57,627 - $72,822 a year
- Full-time
- ASE Certification
- Background check
- 18 years or older
Quick Apply
Automotive Service Technician
Bob-Boyd Lincoln —Columbus, OH
- $85,000 - $135,000 a year
- Full-time
- Clean driving record
- Dealership
- High school diploma or GED
- Paid training
- Paid holidays
Quick Apply
Ford Diesel Technician $15K SIGN ON BONUS!
Capital Ford of Columbus —Columbus, OH
- $30 - $90 an hour
- Full-time
- ASE Certification
- Clean driving record
- Dealership
- Paid holidays
- Dental insurance
Quick Apply
3d
Automotive Technician/Mechanic
Snappy's Automotive —Delaware, OH
- $80,000 - $100,000 a year
- Full-time
- ASE Certification
- Mechanic experience
- 8 years
- Paid training
- Health insurance
Quick Apply
Territory Sales Consultant - Columbus
IGS Energy —Obetz, OH
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Wellness program
- Mileage reimbursement
Quick Apply
3d

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advisor jobs near columbus

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Financial services

Full Job Description

Job description

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital is hiring a Full-Time Client Service Advocate for our Dublin, Ohio office.

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices. Katterhenry Investment Group is one of those practices. NEST Capital manages $3.2B (1) in assets under management and has 75 associates dispersed among 16 offices in 7 different states. We work hard for our clients, and we believe it shines through our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative and be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset. You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you. Ideal candidates will bring 5 or more years of experience in Financial Services or similar industires.

Responsibilities include, but are not limited to tasks such as:

Field incoming calls, emails, faxes, and correspondence
Implement and lead daily accountability check-ins with local staff
Manage all dynamics in the office including local and NEST employee/client collaboration
Proactively prepare for, schedule, and confirm quarterly client meetings for Advisors
Post-appointment follow-up
Working knowledge of eMoney
Establish/service new households and accounts including managing asset transfers, contributions, and distributions
Maintain up-to-date CRM database (contact info, actions, service records, etc)
Run and review administration of new/existing household and account business reports, disseminate as appropriate
Evaluate, process, and work through account service requests to completion
Assist leadership with various projects
Represent and enhance the company Mission and Core Values

Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary. We offer a competitive compensation and benefits package including medical, dental, vision, retirement, and a PTO schedule to allow for personal time away from the office.

Pay Range: $2,307.69 - $2,692.31.31 bi-weekly (Annualized equivalent of $60,000 - $70,000)

Benefits:

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off

Schedule:

8-hour shift
Day shift
Monday to Friday

Work Location: Dublin, OH

(1) data as of 3.14.2025

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Viator Wealth Management of NEST Capital is a separate entity from WFAFN.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

advisor jobs in columbus

Client Service Advocate (CSA)

Financial Advisor -Greater Columbus, OH

Luxury Service Advisor

Senior Manager, FP&A

Senior Technical Business Analyst

Client Advisor - Part Time

Senior Inside Sales Advisor (Remote/Eastern Time)

Employee Experience (EX) Advisor - Healthcare

Academic Advisor

H&M Sales Advisor - Easton Town Center

Beauty Advisor - Part Time - Easton Town Center

VP & Assistant General Counsel, Operations

Design Engineering Manager

Operational Cultural Advisor - Ukrainian Language / SAG-U Support

IT Application Manager

Automotive Technician

Automotive Service Technician

Ford Diesel Technician $15K SIGN ON BONUS!

Automotive Technician/Mechanic

Territory Sales Consultant - Columbus

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