Top 118 Banking advisor Jobs in Columbus

Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Treasurer and Human Resource Manager
American Jersey Cattle Association —Reynoldsburg, OH
- $60,000 - $80,000 a year
- Weekends as needed
- 5 years
- Office
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
3d
Senior Consultant - Technical Architect
CGI Group, Inc. —Columbus, OH
- 5 years
- System design
- Office
Accounting Manager
CFS —Columbus, OH
- $115,000 - $125,000 a year
- Hybrid work
- 5 years
- Office
- Finance
9d
Finance & Business Management Associate
JPMorganChase —Columbus, OH
- $80,750 - $115,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Wealth Planning Associate
JPMorganChase —Columbus, OH
- $75,000 - $95,000 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Tuition reimbursement
2d
Finance Segment Manager - REMOTE
Ryder System —Columbus, OH
- $100,000 a year
- Full-time
- Remote
- Microsoft Word
- Inventory management
- 5 years
- Disability insurance
- Health insurance
11d
Private Banker-Float
CFBank —Columbus, OH
- Full-time
- Mid-level
- Business development
- Continuous improvement
- Paid parental leave
- Paid holidays
Quick Apply
Investment Executive (Financial Advisor) Grove City, OH
Fifth Third Bank —Grove City, OH
- Full-time
- Office
- Travel
- Mentoring
Senior Client Relationship Representative
First Merchants Bank —Columbus, OH
- Office
- High school diploma or GED
- Business development
- Paid parental leave
- Paid holidays
Quick Apply
Sr. Private Banker
CFBank —Columbus, OH
- Full-time
- Business development
- Continuous improvement
- Organizational skills
- Paid parental leave
- Paid holidays
Quick Apply
Workplace Solutions - Customer Service Analyst
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Finance
- Continuous improvement
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Risk Management - Product & Transformation Team- Senior Associate
JPMorganChase —Columbus, OH
- $90,250 - $135,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
Client Service Advisor
Western Alliance Bank —Columbus, OH
- Full-time
- Word processing
- Writing skills
- Research
- Wellness program
- Health insurance
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Hilliard, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Private Bank Wealth Advisor II
Huntington Bank —Columbus, OH
- Full-time
- Mid-level
- Office
- Bachelor's degree
Customer Service Advisor 1 - Float
WesBanco Bank, Inc. —Upper Arlington, OH
- Urgently hiring
- Microsoft Outlook
- Writing skills
- Mid-level
Branch and Small Business Capabilities Experience Manager
U.S. Bank National Association —Columbus, OH
- $139,230 - $163,800 a year
- Full-time
- Office
- Master's degree
- Analysis skills
- Paid holidays
- Disability insurance
10d
2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)
JPMorganChase —Columbus, OH
- $70,000 a year
- Full-time
- Bachelor of Science
- Office
- US work authorization
- Health insurance
- Tuition reimbursement

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Private Wealth Client Associate

Bank of America -
Columbus, OH

Apply Now

Job Details

Full-time
$25 - $44 an hour

Qualifications

High school diploma or GED

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

banking advisor jobs in columbus

Private Wealth Client Associate

Treasurer and Human Resource Manager

Senior Consultant - Technical Architect

Accounting Manager

Finance & Business Management Associate

Wealth Planning Associate

Finance Segment Manager - REMOTE

Private Banker-Float

Investment Executive (Financial Advisor) Grove City, OH

Senior Client Relationship Representative

Sr. Private Banker

Workplace Solutions - Customer Service Analyst

J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

Risk Management - Product & Transformation Team- Senior Associate

Client Service Advisor

Premier Client Banker - PNC Wealth Management

Private Bank Wealth Advisor II

Customer Service Advisor 1 - Float

Branch and Small Business Capabilities Experience Manager

2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)

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