Top 8 Associate wealth manager Jobs in Columbus

Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
- $64,600 - $95,000 a year
- Full-time
- Mid-level
- Product management
- US work authorization
- Health insurance
- Tuition reimbursement
Associate Financial Advisor
Jambalaya Group —Worthington, OH
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
12d
Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
- $150,000 - $222,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
1d
Asset Management - Fixed Income High Yield & Systematic Investment Specialist - Associate
JPMorganChase —Columbus, OH
- $135,000 - $150,000 a year
- Full-time
- Computer Science
- Writing skills
- Mid-level
- Health insurance
- Tuition reimbursement
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Columbus, OH
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance
Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy

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Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
Must obtain insurance license within 12 months of hire. Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio…
J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
Your role will involve collaborating with cross-functional teams—including design, engineering, and data analytics—to deliver meaningful solutions.
$64,600 - $95,000 a year

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Senior Wealth Planning Associate - Columbus, OH

Janney Montgomery Scott LLC -
Columbus, OH

Apply Now

Job Details

Full-time

Benefits

Paid parental leave
Paid time off
Parental leave
Professional development assistance
Referral program

Qualifications

Financial planning software
Customer communication
CFP
Series 7
Bachelor's degree
Experience practicing in the securities industry
Cross-functional collaboration
Series 63
Analytics

Full Job Description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Buckeye Capital Advisors team is seeking a passionate individual to join our team. This individual will be responsible for working directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice. This individual must be knowledgeable of and comply with all rules and regulations of the firm as well as the various regulatory agencies.

What you are good at:

Financial Planning Expertise- Possesses deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
Communication –Providing excellent verbal and written services to clients, including prompt, accurate, and timely attention to detail.
Detail Oriented & Driven – Thorough and rigorous attention to detail; Ability to manage multiple high-touch projects simultaneously with precision and accuracy; Takes initiative and ownership in all aspects of role from logistics to processes and is eager to learn.
Team-Oriented: Must be comfortable collaborating with team members and other departments across the organization.
Problem Solving & Critical Thinking – Thorough and resourceful problem solver with a solutions-based approach to every situation; Proactively takes on challenges with optimism and a helpful attitude.

Responsibilities:

Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio management.
Profile clients to identify investment and lending needs and coordinates the delivery of investment, fiduciary and lending solutions to satisfy those needs.
Participate in client meetings and deliver advice to clients.
Assist the FAs with implementing defined asset allocation and investment strategy.
Coordinate with other members of the team to make sure planning information is gathered, filed, and uploaded into MoneyGuide effectively.
Serve as an expert in financial planning topics and trends. Stay current on tax law, estate regulations, and capital market trends.
Offer investment ideas based on firm research, team guidelines and asset allocation strategies tailored to the risk profile and investment objectives of their clients.

What you have:

2+ years of experience in financial planning
Professional Licenses: CFP, Series 7, 63 and 65 (or 66)
Must obtain insurance license within 12 months of hire
Bachelor’s degree
Expert knowledge in financial planning topics, concepts, and strategies
Demonstrate advanced analytical and problem-solving skills
Strong interest in financial planning and investment management
Advanced knowledge and hands on experience using financial planning software (Ideally MoneyGuide)

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

Apply Now

Refine Your Search

associate wealth manager jobs in columbus

Senior Wealth Planning Associate - Columbus, OH

J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing

Associate Financial Advisor

Asset Management, Securitized Private Credit Analyst - Associate/Vice President

Asset Management - Fixed Income High Yield & Systematic Investment Specialist - Associate

Associate Financial Advisor

Asset & Wealth Management - Renewable Energy Tax Senior Associate

Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market

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