Top 153 Personal financial advisors Jobs in Columbus

Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
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Financial Advisor
First Command Financial Services, Inc. —Columbus, OH
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor
Skylight Financial Group —Dublin, OH
- $75,000 - $150,000 a year
- Full-time
- Mid-level
- Marketing
- Health insurance
- 401(k)
Quick Apply
Financial Consultant
Heartland Bank —Whitehall, OH
- Bilingual
- Microsoft Excel
- Mid-level
- Paid parental leave
- Employee stock purchase plan
Coordinator - Real Estate Portfolio
The Wendy's Company —Dublin, OH
- $20.67 - $34.13 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Parental leave
- Employee assistance program
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Relationship Manager II - Business Banking
PNC Financial Services Group —Powell, OH
- $91,000 - $169,000 a year
- Full-time
- Customer service
- 5 years
- Mid-level
- Wellness program
- Health savings account
Relationship Banker
Telhio Credit Union —Columbus, OH
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
4d
Inbound Sales Representative (Remote/Eastern Time)
A Place for Mom —Columbus, OH
- $45,760 a year
- Weekends as needed
- Remote
- Microsoft Word
- Mid-level
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Case Manager I
SAFY —Columbus, OH
- $44,000 - $53,000 a year
- Weekends as needed
- Background check
- Clean driving record
- LPC
- Continuing education credits
- Mileage reimbursement
Quick Apply
Consulting
Allegro Real Estate Brokers & Advisors —Columbus, OH
- Email
- Mid-level
- Real Estate License
- Analysis skills
- Health insurance
- 401(k) matching
Coordinator - Real Estate Portfolio
Wendy's —Dublin, OH
- $20.67 - $34.13 an hour
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Parental leave
- Employee assistance program
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- 5 years
- Office
- Financial services
- 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
Quick Apply
Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Columbus, OH
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Territory Sales Consultant - Columbus
IGS Energy —Grove City, OH
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
Quick Apply
11d
Territory Sales Consultant - Columbus
IGS Energy —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- Background check
- Clean driving record
- Driver's License
- Paid training
- Wellness program
Quick Apply
11d
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
Fund Accountant I
Ultimus Fund Solutions —Columbus, OH
- $50,000 - $55,000 a year
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Branch Office Administrator
Edward Jones —Powell, OH
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
1d

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personal financial advisors jobs near columbus

Associate Financial Advisor

Transcend Practice Management
Columbus, OH

Quick Apply

Job Details

Full-time
$110,000 - $130,000 a year

Benefits

Opportunities for advancement

Qualifications

Financial planning software
Bachelor's degree
Relationship management
Productivity software
Series 65

Full Job Description

Position: Associate Financial Advisor

Location: Columbus, Ohio

Status: Full time, in office

Compensation: $110K-$130K (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Are you looking for a new opportunity to advance and be part of a growing team with the infrastructure in place to allow you to deliver a holistic comprehensive planning process? Do you take the long view of opportunities and get excited by the process of achieving success for your clients?

If you are looking for an opportunity to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Financial Advisor may be for you.

Our firm:

Works for some of the most amazing people in the country. Affluent individuals, families and privately owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
Wants our clients to succeed and we want our staff to succeed as well. We make sure to practice what we preach and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
Is a highly respected wealth management firm. We are very selective about the clients we bring on board and with whom we do business.

The Associate Financial Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation and a potential future path toward becoming a Financial Advisor.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, including the other advisors and the firm’s Founder.

The attributes that we look for in teammates include:

Energy and enthusiasm
High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
Commitment to exceeding client expectations
An interest in growing and continuing education
Humility and compassion; patience and empathy
Meticulous listening skills
An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
Strong organizational skills
Desire to be a long-term contributing member of the team
Strong attention to detail
Positive attitude, team player
A long view of the opportunities presented by the firm, and the industry overall

Interested in more details? As an Associate Financial Advisor you can expect to:

Producing client deliverables in a timely, accurate, and informative manner
Conduct review meetings in conjunction with the firm’s advisors
Attend client meetings, take notes, create summary letters and file notes and perform necessary follow up
Monitor account alerts
Generate review meeting materials for client presentation including creating financial plans
Maintain relationships with clients, understanding their unique circumstances, connections, talents, interests, etc.
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner
Review clients’ goals and risk profile
Stay current on trends within the financial planning and investment arena
Demonstrate job stability and career progression

Qualifications for this role include:

Bachelor’s degree
CFP® certification or currently enrolled in CFP® certification coursework required
Series 65 required
6+ years of industry experience
A clean U-4
Excellent communication and relationship management skills
Heavy client facing experience
Strong computer skills and experience with Microsoft Office and some financial planning software
Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As an Associate Financial Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Quick Apply

Refine Your Search

personal financial advisors jobs in columbus

Associate Financial Advisor

Financial Advisor

Financial Advisor

Financial Consultant

Coordinator - Real Estate Portfolio

Premier Client Banker - PNC Wealth Management

Relationship Manager II - Business Banking

Relationship Banker

Inbound Sales Representative (Remote/Eastern Time)

Case Manager I

Consulting

Coordinator - Real Estate Portfolio

Client Service Advocate (CSA)

Financial Advisor -Greater Columbus, OH

Assistant Manager, Financial Administration - Retail Alternatives

Territory Sales Consultant - Columbus

Territory Sales Consultant - Columbus

Financial Advisor (Training and Licensing Provided)

Fund Accountant I

Branch Office Administrator

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