Top 4 Financial advisor in training Jobs in Columbus

Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Entry level
- Paid training
- Health savings account
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
- $65,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Paraplanner
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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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. Receive extensive mentorship and training to develop into a financial planner.
$50,000 - $100,000 a year
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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financial advisor in training jobs near columbus

Paraplanner

Peak Retirement Planning, Inc. -
Columbus, OH

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Job Details

Full-time
$50,000 - $100,000 a year

Benefits

Paid training
Health savings account
401(k)
Paid time off
Parental leave
Professional development assistance

Qualifications

Investment advisory support
Serving clients
In-person customer service
Financial plan development
No experience needed
Financial client presentations
Tax compliance reporting
Entry level

Full Job Description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

What We Look For:

A+ Player

Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
Hates working with B and C players .
Does not need to be told twice what to do.

Foxhole Team Member

Has a servant's heart and a purpose bigger than themselves.
Will help a team member fix a flat on the side of the road at 6am.
Goes above and beyond to provide a "White Glove Service" to our clients.

Rocketship Mentality

Excited to join a fast growing startup with extreme upside.
Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
"Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Responsibilities:

No Experience Needed
The ability to earn your Series 65 and Life & Health license
CFP® candidate or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Prepare financial plans, tax reports, and meeting presentations for advisors
Attend client meetings and provide real-time support to advisors
Handle miscellaneous tasks as assigned to support advisor productivity
Receive extensive mentorship and training to develop into a financial planner
Focus exclusively on service, not sales

Pay: $50,000.00 - $100,000.00 per year

Benefits:

401(k)
Health savings account
Paid time off
Paid training
Parental leave
Professional development assistance

Work Location: In person

Apply Now

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financial advisor in training jobs in columbus

Paraplanner

Wealth Management Trainee (OH)

Financial Advisor (Training and Licensing Provided)

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