Top 26 Wealth advisor associate Jobs in Columbus

Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
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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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Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Trading Services Associate
JPMorganChase —Columbus, OH
- $66,500 - $91,000 a year
- Full-time
- Computer Science
- Computer literacy
- Mid-level
- Health insurance
- Tuition reimbursement
8d
Sales Support Associate
Cetera Investors —Dublin, OH
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)
Marketing Distribution Associate- Asset Management
JPMorganChase —Columbus, OH
- $133,000 - $190,000 a year
- Full-time
- 5 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
7d
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
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
Associate Financial Advisor
Jambalaya Group —Worthington, OH
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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Consumer Banker IV (Bexley)
First Financial Bank —Bexley, OH
- $23.56 - $26.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
Asset Management - US Client Onboarding Management
JPMorganChase —Columbus, OH
- Full-time
- Word processing
- Mid-level
- Analysis skills
- Health insurance
- Tuition reimbursement
2h
Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
- $150,000 - $222,000 a year
- Urgently hiring
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Dublin, OH
- $75,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Analysis- Home Lending Consumer Pricing and Rev Management- Associate
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
9d
Sales & Operations Advisor
DriveTime Car Sales, LLC —Columbus, OH
- Full-time
- Background check
- 18 years or older
- Clean driving record
- Wellness program
- Disability insurance
Quick Apply
1d
Relationship Manager
Manning & Napier —Columbus, OH
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Health savings account
- Dental insurance
Commercial Real Estate Credit Analyst II
Stifel —Dublin, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Financial Center Manager III (Bexley)
First Financial Bank —Bexley, OH
- $58,000 - $78,000 a year
- Full-time
- Office
- High school diploma or GED
- Presentation skills
- Paid training
Consultant, Fintech Platforms
Nationwide —Columbus, OH
- 8 hour shift
- Remote
- Bachelor's degree
- Continuous improvement
- US work authorization
- Paid holidays
- Disability insurance
1d

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wealth advisor associate jobs near columbus

Financial Advisor

KEMBA Financial Credit Union -
Columbus, OH

Quick Apply

Job Details

Full-time
$48,000 a year

Benefits

401(k)
Cell phone reimbursement

Qualifications

FINRA License

Full Job Description

Title: Financial Advisor

Reports to: Director of Wealth Management & Financial Resources

Supervises: None

Status: Exempt

Objective

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Establishing a relationship with continuous periodic reviews is an essential part of the Total-Needs Sales process. The Financial Advisor must present a professional image and cultivate a strong working relationship with Credit Union Staff, Members, and other key people involved in the credit union movement.

Duties and Responsibilities

Presents a professional image from a personal and professional level that will be beneficial to the Credit Union
Maintains and cultivates client/member relationships with existing book of business
Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions
Follows the sales process and procedures as established through the KEMBA Wealth Management program
Follows the established insurance and securities compliance guidelines, and strictly adhere to all company policies
Follows established policies and procedures of ethical market conduct. Conduct business according to high standards of honesty, fairness, and integrity and render service to Members, which in the same circumstance we would demand for ourselves
Follows the established guidelines for maintaining client files in accordance with Company practices and FINRA requirements
Attends all required training and informational meetings scheduled by the KEMBA Wealth Management Program Manager
Advises and serves as subject matter expert on the KEMBA Wealth Management program to staff associates within KEMBA
Completes and submits monthly activity reports promptly to the KEMBA Wealth Management Program Manager
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
- Communicates with coworkers or peers without exhibiting behavioral extremes
- Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
- Responds appropriately to criticism from a supervisor
Performs other duties as required by management

Required Qualifications

FINRA Series 7 and 66 and Life, Accident, Health & Insurance licenses
Clean U-4
Two years sales experience in the financial services industry, preferably in a bank or credit union
Experience in Retirement Services doing Rollovers and 401K business
Advanced customer service, communication, and presentation skills
An advanced level of performance, requiring minimum supervision
Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within the credit union
College Degree preferred

Physical Demands

The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.

The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.

Eligibility

Laptop: Yes

Remote/Hybrid Work: Yes

Cell Phone Reimbursement: Yes

Vehicle Reimbursement: No

Incentive(s): Yes

Position is highly incentivized with average annualized income over $100,000. Listed salary is a draw paid bi-weekly and charged against commissions.

#CRPKMB

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Refine Your Search

wealth advisor associate jobs in columbus

Financial Advisor

Associate Financial Advisor

Private Wealth Client Associate

Senior Wealth Planning Associate - Columbus, OH

Trading Services Associate

Sales Support Associate

Marketing Distribution Associate- Asset Management

Credit Risk Management and Analytics Senior Associate

Risk Management - Product & Transformation Team- Senior Associate

Associate Financial Advisor

Consumer Banker IV (Bexley)

Asset Management - US Client Onboarding Management

Asset Management, Securitized Private Credit Analyst - Associate/Vice President

Financial Advisor - PNC Wealth Management

Financial Analysis- Home Lending Consumer Pricing and Rev Management- Associate

Sales & Operations Advisor

Relationship Manager

Commercial Real Estate Credit Analyst II

Financial Center Manager III (Bexley)

Consultant, Fintech Platforms

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