Top 64 Wealth planning advisor Jobs in Columbus

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
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Wealth Management Advisor
U.S. Bank National Association —Columbus, OH
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Client Service Manager
ClearCourse Wealth Advisors —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Salesforce
- Paid holidays
- 401(k)
Quick Apply
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
23h
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Financial Advisor
TPM Placement —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Advisor Consulting Coordinator
Meeder Investment Management —Dublin, OH
- Full-time
- Writing skills
- Mid-level
- Continuous improvement
Quick Apply
6d
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Strategic Wealth Advisor
WealthBridge Financial Group —Powell, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
23h
Client Relationship Analyst
Morgan Stanley —Columbus, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Key Private Bank Wealth Planner
KeyBank National Association —Columbus, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Driver's License
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
Wealth Management Advisor II
Fifth Third Bank —Columbus, OH
- Full-time
- CPA
- Mid-level
- Office
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
1d
J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio
JPMorganChase —Powell, OH
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
RELATIONSHIP MANAGER
Manning & Napier —Columbus, OH
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Finance
- Health savings account
- Dental insurance

I want to receive the latest job alert for wealth planning advisor 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

wealth planning advisor jobs near columbus

Wealth Management Advisor jobs in Columbus, OH

Client Associate jobs in Columbus, OH

Investment Consultant jobs in Columbus, OH

Financial Advisor jobs in Columbus, OH

Wealth Management Director jobs in Columbus, OH

Client Services Manager jobs in Columbus, OH

Customer Relations Representative jobs in Columbus, OH

Senior Associate Engineer jobs in Columbus, OH

Relationship Manager jobs in Columbus, OH

Wealth Management Advisor jobs in Powell, OH

Financial Advisor jobs in Minneapolis, MN

Senior Advisor jobs in Vancouver, WA

Senior Advisor jobs in Greenwich, CT

Senior Advisor jobs in New Jersey

Senior Living Server jobs in Denver, CO

Senior Advisor jobs in Minnesota

Wealth Management Advisor jobs in Calabasas, CA

Financial Advisor jobs in Houston, TX

Remote Financial Aid Advisor jobs in Texas

Wealth Management Advisor jobs in Campbell, CA

PWM Private Wealth Advisor

U.S. Bank National Association -
Columbus, OH

Apply Now

Job Details

Full-time
$126,820 - $149,200 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

MLO License

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients

Preferred Skills/Experience

Requires established network with strong relationship management, networking, and business development skills
Demonstrated success in specific client segments or verticals with developed strategic partnerships
Experience profiling clients and formulating customized strategies to address their needs
Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
A passion for problem-solving and acting as a strategic advisor
Ability to make critical decisions independently and act as a business owner
Professional designation such as CFA or CFP is preferred

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

wealth planning advisor jobs in columbus

PWM Private Wealth Advisor

Wealth Advisor

J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

Senior Wealth Advisor

Senior Wealth Planning Associate - Columbus, OH

Wealth Management Advisor

Client Service Manager

Wealth Planning Advisor

Private Wealth Client Associate

Associate Financial Advisor

Advisor Consulting Coordinator

Associate Financial Advisor

Strategic Wealth Advisor

Client Relationship Analyst

Key Private Bank Wealth Planner

Premier Client Banker - PNC Wealth Management

Wealth Management Advisor II

Registered Investment Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Powell, Ohio

RELATIONSHIP MANAGER

I want to receive the latest job alert for wealth planning advisor in columbus

Related Searches

Explore jobs in more locations

Job Description

Job Seeker Tools

Employer Tools

Browse

Stay Connected