Top 8 Certified financial planner Jobs in Columbus

Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
10d
Key Private Bank Wealth Planner
KeyBank National Association —Columbus, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Driver's License
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Representative (Licensing & Training Provided)
Northwestern Mutual Columbus —Upper Arlington, OH
- $85,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- 3 years
- Paid training
- Health savings account
Quick Apply
3d
Financial Solutions Advisor - Worthington Financial Center
Bank of America —Worthington, OH
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Professional
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Private Client Advisor
Key Investment Services, LLC —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED

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Service Desk Technician
Community Choice Financial Family of Brands —Dublin, OH
Experience performing basic network troubleshooting in an enterprise. Plans include dental, vision, short-term and long-term disability plans, supplemental life…
4d
Certified Nursing Assistant (CNA, STNA)
Violet Springs Health Campus —Pickerington, OH
Active state Certified Nursing Assistant (CNA) Certification. Observe and report changes in residents' condition and make independent decisions when needed.
$15.67 - $19.58 an hour

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Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $185,000 a year
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Bachelor's Degree in business related field or equivalent work…
$116,000 - $216,000 a year
10d

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certified financial planner jobs near columbus

Certified Financial Planner

WealthBridge Financial Group -
Columbus, OH

Quick Apply

Job Details

Full-time
$125,000 - $185,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Certified Financial Planner at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Demonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Quick Apply

Refine Your Search

certified financial planner jobs in columbus

Certified Financial Planner

Key Private Bank Senior Relationship Manager

Key Private Bank Wealth Planner

Wealth Management Advisor

Financial Representative (Licensing & Training Provided)

Financial Solutions Advisor - Worthington Financial Center

Financial Professional

Private Client Advisor

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