Top 55 Senior wealth strategy Jobs in Columbus

Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Financial Advisor - Experienced Professionals
First Command —Columbus, OH
- Full-time
- 5 years
- Military
- Financial services
- Flexible schedule
11h
Senior Outside B2B Sales Executive
Wholesale Payments —Ohio
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Branch Manager
KEMBA Financial Credit Union —Columbus, OH
- $72,000 - $105,000 a year
- Full-time
- Mid-level
- Organizational skills
- 1 year
- Cell phone reimbursement
Quick Apply
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
AS/400 Senior Developer
HUB International —Columbus, OH
- $120,000 - $150,000 a year
- Full-time
- Computer science
- Microsoft Access
- Computer Science
- Disability insurance
- Health insurance
Senior Wealth Strategy Consultant
Curvion Blue —Columbus, OH
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Risk Management - Product & Transformation Team- Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $140,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Credit Risk Management and Analytics Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $151,000 a year
- Full-time
- Mid-level
- Office
- Math
- Health insurance
- Tuition reimbursement
Senior Manager, Vertical Capability Integration
C.H. Robinson —Grandview Heights, OH
- $113,000 - $254,200 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Paid parental leave
- Health savings account
10d
Growth Strategy & Partnerships Manager
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Paid holidays
- Health insurance
Senior Manager | Sales Reinvention | Insurance
Accenture —Columbus, OH
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)
JPMorganChase —Columbus, OH
- Full-time
- Office
- 3 years
- Math
- Health insurance
- Tuition reimbursement
Senior Integration Engineer
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- 6 years
- Computer Science
- Office
- Paid holidays
- Health insurance
10d
Asset Management Senior Accountant
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Executive Director, AI-Powered Wealth Growth & Sales Optimization
JPMorganChase —Columbus, OH
- Full-time
- Sales
- SQL
- Senior level
- Health insurance
- Tuition reimbursement
J.P. Morgan Wealth Management - Vice President, AI-Powered Wealth Growth & Sales Optimization
JPMorganChase —Columbus, OH
- Full-time
- 7 years
- Office
- SQL
- Health insurance
- Tuition reimbursement
3d
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Financial Analyst II
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
8d

I want to receive the latest job alert for senior wealth strategy in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior wealth strategy jobs near columbus

Financial Professional - Career Transition Opportunity

Equitable Advisors -
Columbus, OH

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Retirement plan

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Customer retention strategy
Mid-level
Financial analysis
Trust administration
Bachelor's degree
Financial risk management
Investment client management
Industry trends
Customer engagement
Financial product expertise
Customer relationship management
Industry knowledge of financial regulations
Financial goal setting advisory services
Account management
Legal compliance
Communication skills
Banking
Negotiation

Full Job Description

**Discover a New Career Path in Wealth Management**

Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.

We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key Responsibilities

Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs

Who Should Apply

We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including:

Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
Legal Professionals, experienced in compliance, trust management, and client advocacy
Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction

Qualifications

Bachelor’s degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)

What We Offer

Structured training and mentorship
Competitive compensation with performance-based incentives
Benefits package including health and 401(k) retirement plan
Pathway to professional certifications and career advancement
Supportive, collaborative team environment
Opportunity to make a meaningful impact in clients’ lives

Ready to Make the Leap?

If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Retirement plan
Vision insurance

Application Question(s):

Are you legally authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Work Location: In person

Quick Apply

Refine Your Search

senior wealth strategy jobs in columbus

Financial Professional - Career Transition Opportunity

Senior Financial Advisor - Experienced Professionals

Senior Outside B2B Sales Executive

Branch Manager

Senior Wealth Advisor

AS/400 Senior Developer

Senior Wealth Strategy Consultant

Risk Management - Product & Transformation Team- Senior Associate

Senior Wealth Planning Associate - Columbus, OH

Credit Risk Management and Analytics Senior Associate

Senior Manager, Vertical Capability Integration

Growth Strategy & Partnerships Manager

Senior Manager | Sales Reinvention | Insurance

2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)

Senior Integration Engineer

Asset Management Senior Accountant

J.P. Morgan Wealth Management - Executive Director, AI-Powered Wealth Growth & Sales Optimization

J.P. Morgan Wealth Management - Vice President, AI-Powered Wealth Growth & Sales Optimization

Wealth Advisor

Financial Analyst II

I want to receive the latest job alert for senior wealth strategy in columbus

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected