Top 21 Staff financial planner Jobs in Columbus

Lead Financial Advisor - Columbus, OH
Antolino and Associates —Columbus, OH
- $100,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- 5 years
Quick Apply
Program Chair, Financial Planning and Financial Management
Franklin University —Columbus, OH
- Full-time
- Remote
- Doctoral degree
- 5 years
- Bachelor of Science
- Free parking
- Tuition reimbursement
14d
Senior Substation Physical Designer
WSP —Columbus, OH
- Office
- High school diploma or GED
- Bachelor's degree
- Disability insurance
- Health insurance
Director of Sales & Marketing
Olshan Properties —Columbus, OH
- $130,000 - $140,000 a year
- Full-time
- Marketing
- Writing skills
- Hotel
Quick Apply
Mortgage Banker
CFBank —Columbus, OH
- Mid-level
- Communication skills
- Marketing
- Paid parental leave
- Paid holidays
Quick Apply
Senior Staff Agentic AI Engineer
Bread Financial —Columbus, OH
- $155,600 - $383,300 a year
- Weekends as needed
- Hybrid work
- Computer Science
- 3 years
- Master's degree
- Paid parental leave
- Paid holidays
Engineer Assc - Engineer Staff (Transmission Planning Engineer)
AEP Service Corporation —New Albany, OH
- $74,551 - $177,503 a year
- Full-time
- Engineering
- Mid-level
- Analysis skills
- Tuition reimbursement
- Opportunities for advancement
4d
Admissions
Arbors at Delaware —Delaware, OH
- Skilled nursing facility
- Public speaking
- Mid-level
- Health savings account
- Loan repayment program
Quick Apply
Substation Lead Specialist Electrical Designer
WSP —Columbus, OH
- Hybrid work
- 11+ years
- Office
- High school diploma or GED
- Disability insurance
- Health insurance
Director of Sales, Catering & Marketing- Hilton Easton, Columbus OH
Hilton Columbus at Easton —Columbus, OH
- $130,000 - $140,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- Health savings account
- Health insurance
Quick Apply
8d
Senior Procurement Buyer - Plant Operational Excellence (Whitehall, MI | Full Relocation Package Offered)
Augmentis —Columbus, OH
- $95,000 - $120,000 a year
- Full-time
- Oracle
- Bachelor's degree
- US work authorization
- Relocation assistance
- Health insurance
Quick Apply
Traffic Engineer
HDR —Columbus, OH
- $80,500 - $115,000 a year
- Full-time
- Civil engineering
- Microsoft Excel
- Mid-level
- Paid holidays
- Disability insurance
Transmission Line Project Engineer
WSP —New Albany, OH
- 7 years
- Engineering
- English
- Disability insurance
- Health insurance
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
- 7 years
- Office
- Finance
Quick Apply
4d
Hospice Clinical Care Coordinator
Trinity Health At Home —Columbus, OH
- Full-time
- Acute care
- Nursing
- RN License
Delivery Driver
Event Source —Columbus, OH
- $21 - $25 an hour
- Overtime
- Background check
- Clean driving record
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Director of Sales
DOUBLE STAR HOSPITALITY DUBLIN LLC —Dublin, OH
- $20 - $25 an hour
- Full-time
- Hotel
- Mentoring
- Contracts
- Opportunities for advancement
Quick Apply
Project Civil Engineer - Aviation Group
Crawford Murphy & Tilly Inc —Columbus, OH
- $85,000 - $150,000 a year
- Full-time
- Clean driving record
- Civil engineering
- Construction site
Quick Apply
Private Client Advisor
Key Investment Services, LLC —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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staff financial planner jobs near columbus

Lead Financial Advisor - Columbus, OH

Antolino and Associates
Columbus, OH

Quick Apply

Job Details

Full-time
$100,000 a year

Qualifications

Microsoft Outlook
Spreadsheets

Full Job Description

Position: Lead Financial Advisor

You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning.

We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our client relationships typically have an advisor and a financial planner assigned to them. You will be the lead advisor of client relationships that the firm hands off and new relationships that are cultivated by you. You may also team up with other senior advisors as needed to service ultra-high net worth “Advanced” clients who require more than 1 advisor.

If you have an entrepreneurial spirit, the advisor role has a high growth potential over time.

This position is based in Columbus, OH. We have multiple offices and are looking to grow.

Is this position right for you?

Do you like
- solving puzzles; thinking creatively
- math
- working in a team environment
- communicating while thinking on your feet
- self-improvement: getting better everyday
Are you a naturally curious person?
Are you a competitive person?
Do you enjoy deep personal relationships / care about others?

Essential Duties and Responsibilities

Current Client Relationships
- Address current client needs, proactively uncover ways to deliver greater value to clients and empower their confidence to make financial decisions.
- Develop and communicate financial plans and recommendations to clients
- Supporting senior advisors with “Advanced” level clients.
- Possess the analytical capacity to determine and recommend solutions in all financial planning areas in preparation for client reviews, including retirement needs, cash flow planning, investment strategies, estate/transfer solutions, tax strategies, insurance planning etc.
- Develop and maintain great relationships with our clients
New Client Relationships
- The firm brings in new relationships through marketing efforts, which you may have the opportunity to onboard and service.
- You will be expected to bring in new relationships from your business, personal and social networks, as well as current client referrals.
- The main way you will generate new relationships is by serving our clients, creating Raving Fans and asking for introductions.
Education
- You will be expected to pursue Financial Education or continuing education for CFP® and other applicable designations. We financially support work-related education expenses.
Team Member
- Work with other team members to evaluate and/or /lead new firm-wide strategic initiatives.
- Actively participate in industry/community organizations.
- Promote our culture of optimism and happiness for both employees and clients.

Education, Experience and Technical Qualifications

Bachelor’s degree minimum
5-7+ years professional experience
Problem-solving skills
Highly analytical and proficient in Microsoft Excel, Word and Outlook
Track record of establishing and maintaining successful interpersonal relationships
CFP® or desire to obtain within 18 months

About Antolino & Associates

We have an A-Player culture at Antolino & Associates. We are looking for a team player who is a self-starter – someone that is a “problem solver” not an “order taker”. You should be curious to learn. Our business has been around for 60+ years yet we have the mentality and energy of a start-up. Joining our team will allow you to have an immediate impact, including proposing new ideas you may have for improving our business. We have a hybrid work environment based on tenure and role.
We care deeply about our client relationships and our employees. We are a team of high achievers who believe in getting better every day. We like to live by 4 simple rules: 1. Show up on time 2. Do what you say you’re going to do 3. Finish what you start 4. Say please and thank you.
Core Values
- Champions
  - Commit to Excellence; Deliver Quality Customer Service; Enhance Self-Esteem
- Puzzle Solvers
- Happy, Healthy, Team

Application Process

If it sounds like you might fit in with our culture, we look forward to hearing from you! Apply direction on our careers page: https://www.antolino.com/careers.

Quick Apply

Refine Your Search

staff financial planner jobs in columbus

Lead Financial Advisor - Columbus, OH

Program Chair, Financial Planning and Financial Management

Senior Substation Physical Designer

Director of Sales & Marketing

Mortgage Banker

Senior Staff Agentic AI Engineer

Engineer Assc - Engineer Staff (Transmission Planning Engineer)

Admissions

Substation Lead Specialist Electrical Designer

Director of Sales, Catering & Marketing- Hilton Easton, Columbus OH

Senior Procurement Buyer - Plant Operational Excellence (Whitehall, MI | Full Relocation Package Offered)

Traffic Engineer

Transmission Line Project Engineer

Senior Vice President, Trust Officer

Hospice Clinical Care Coordinator

Delivery Driver

Director of Sales

Project Civil Engineer - Aviation Group

Private Client Advisor

Empower Financial Planner

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