Top 14 Wealth management client services specialist Jobs in Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
- $65,000 - $95,000 a year
- Full-time
- Sales
- Research
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
8d
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
- Full-time
- Hybrid work
- Bilingual
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Sales Support Associate
Cetera Investors —Dublin, OH
- Full-time
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- 403(b)
PWM Private Wealth Advisor
U.S. Bank National Association —Columbus, OH
- $126,820 - $149,200 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Consumer Banker IV (Bexley)
First Financial Bank —Bexley, OH
- $23.56 - $26.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
14d
Commercial Real Estate Credit Analyst II
Stifel —Dublin, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
Private Bank Wealth Advisor II
Huntington Bank —Columbus, OH
- Full-time
- Mid-level
- Office
- Bachelor's degree
Portfolio Strategist
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Research
- Office
- Business development
Quick Apply
Tax Manager – 1120
Schneider Downs & Co., Inc. —Columbus, OH
- Hybrid work
- CPA
- 5 years
- Writing skills
- Profit sharing
- Paid holidays
FCBank, Commercial Relationship Manager
CNB Financial Corporation —Worthington, OH
- Full-time
- Office
- Business development
- Math
- Wellness program
- Paid holidays
Quick Apply
Financial Center Manager II (Bexley)
First Financial Bank —Bexley, OH
- $52,000 - $67,000 a year
- Full-time
- Office
- High school diploma or GED
- Presentation skills
- Paid training
14d
Senior Tax Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- CPA
- Research
- Office
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
8d
Workplace Solutions - Quality Assurance Specialist (Service Desk)
JPMorganChase —Columbus, OH
The QA Specialist will monitor inbound/outbound calls and written interactions (email/tickets) to evaluate professionalism, technical accuracy, customer service…

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Financial Planning & Investment Specialist (Wealth Management)

Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) -
Powell, OH

Quick Apply

Job Details

Full-time
$65,000 - $95,000 a year
8 days ago

Benefits

401(k)
401(k) matching

Qualifications

Financial planning
Teamwork
Series 66
Research
High school diploma or GED
Series 7
Bachelor's degree
Data analysis software

Full Job Description

Position Overview

Step into an instrumental role with an established wealth management practice. We are seeking a Financial Planning and Investment Specialist to support our advisors in delivering exceptional financial planning, investment management, and client service experiences.

This position combines financial planning analysis, investment research, portfolio implementation, trading, and ongoing client support. The ideal candidate is analytical, detail-oriented, and passionate about helping clients achieve their financial goals through thoughtful planning and disciplined investment management.

The Financial Planning and Investment Specialist will work closely with advisors to develop financial planning recommendations, research investment solutions, implement portfolio changes, and support key client relationships. While this role is primarily an internal technical and analytical position, the successful candidate will occasionally participate in client meetings and help explain complex financial planning and investment concepts to high-net-worth clients.

This is an in-office, full-time position within an independent advisor franchisee of Ameriprise Financial Services, LLC.

Primary Responsibilities

Financial Planning & Analysis

Prepare preliminary financial planning recommendations for advisor review.
Develop retirement, investment, risk management, and cash flow planning analyses.
Gather, organize, and analyze client financial data.
Utilize financial planning software, including MoneyGuidePro, Wealth Studios and other planning tools.
Assist advisors in developing planning strategies aligned with clients' goals, risk tolerance, and time horizons.

Investment Research & Portfolio Management Support

Research mutual funds, ETFs, managed accounts, annuities, and other investment solutions.
Assist advisors in evaluating investment managers, portfolio strategies, and asset allocation models.
Develop investment recommendations for advisor review and approval.
Monitor client portfolios and identify opportunities for rebalancing, risk management, and portfolio improvements.
Stay informed regarding market developments, investment products, and industry trends.

Trading & Investment Implementation

Execute trades and transactions as directed by licensed advisors.
Implement purchases, sales, exchanges, and transfers involving equities, mutual funds, ETFs, managed accounts, annuities, insurance products, and other investment vehicles.
Perform account rebalances and portfolio updates.
Ensure all transactions are completed accurately, efficiently, and in accordance with firm and regulatory requirements.
Utilize investment and research platforms including Morningstar, Thomson ONE, and proprietary advisor tools.

Compliance & Operational Support

Prepare and maintain required compliance documentation.
Monitor accounts for guideline exceptions, investment restrictions, and required updates.
Assist with documentation related to planning recommendations and investment implementation.

Client & Advisor Support

Participate in select client meetings to support advisors in presenting complex planning and investment concepts.
Serve as a technical resource for advisors and team members.
Contribute to a collaborative team environment focused on delivering an outstanding client experience.

Qualifications

Required

Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational abilities.
Ability to manage multiple priorities and deadlines.
Ability to learn new technology and software platforms quickly.

Licensing Requirements

The following licenses are strongly preferred upon hire and must be obtained within 120 days of employment if not already held:

Securities Industry Essentials (SIE) exam
FINRA Series 7
FINRA Series 66 (or equivalent combination of Series 63 and 65)
Ohio Life and Health Insurance License

Education

Bachelor's degree preferred but not required.
High school diploma or equivalent required.

Preferred Qualifications

Experience in a financial planning, wealth management, broker-dealer, RIA, or investment advisory environment.
Experience using financial planning software such as MoneyGuidePro
Experience using Morningstar, Thomson ONE, and related investment research tools.
Professional designations or progress toward professional designations such as: CFP®, CFA®, APMA®, ChFC®, or other relevant industry designations.

Career Opportunity

This position is ideal for a financial planning or investment professional seeking a long-term specialist role focused on planning, investment analysis, and portfolio implementation. The role offers significant exposure to sophisticated financial planning strategies, portfolio management discussions, and high-net-worth client situations.

Pay: $65,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching

Work Location: In person

Quick Apply

Refine Your Search

wealth management client services specialist jobs in columbus

Financial Planning & Investment Specialist (Wealth Management)

Workplace Solutions - Quality Assurance Specialist (Service Desk)

Sales Support Associate

PWM Private Wealth Advisor

Consumer Banker IV (Bexley)

Commercial Real Estate Credit Analyst II

Private Bank Wealth Advisor II

Portfolio Strategist

Tax Manager – 1120

FCBank, Commercial Relationship Manager

Financial Center Manager II (Bexley)

Senior Tax Advisor

Relationship Manager – Private Wealth & Tax Solutions

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