Top 142 Financial consultant Jobs in Columbus Oh

Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $200,000 a year
- Full-time
- Mid-level
- Health savings account
- 401(k)
Advisor, Financial Planning and Analysis - Navista
Cardinal Health —Dublin, OH
- $80,900 - $115,500 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health savings account
14d
Financial Consultant
TIAA —Columbus, OH
- $72,700 - $95,500 a year
- Online Application
- Mid-level
- Business development
- Travel
- 403(b)
- Life insurance
Financial Planning & Budgeting Consultant (hybrid)
Grange Insurance Company —Columbus, OH
- Full-time
- Hybrid work
- Microsoft Excel
- Research
- Finance
- Bereavement leave
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
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
Advisor, Financial Planning and Analysis - Data and Analytics
Cardinal Health —Dublin, OH
- $90,600 - $129,400 a year
- Computer Science
- Mid-level
- Finance
- Paid parental leave
- Health savings account
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
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
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 —Westerville, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
PWM Wealth Planner
U.S. Bank National Association —Columbus, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Office
- Analysis skills
- Paid holidays
- Disability 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
Financial Management Consultant
Arcadis —Columbus, OH
- $83,000 - $125,000 a year
- Microsoft Outlook
- CPA
- 5 years
- Paid parental leave
- AD&D insurance
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
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
Quick Apply
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
3d
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
- $50,000 - $100,000 a year
- Full-time
- No experience needed
- Entry level
- Paid training
- Health savings account
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor (Training and Licensing Provided)
Northwestern Mutual —Columbus, OH
- $65,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply

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financial consultant jobs near columbus oh

Financial Planner

Peak Retirement Planning, Inc. -
Columbus, OH

Apply Now

Job Details

Full-time
$50,000 - $200,000 a year

Benefits

Health savings account
401(k)
Paid time off
Parental leave
401(k) matching
Professional development assistance

Qualifications

CFP
Mid-level
Client retention
Investment client management
Client services
Financial goal setting advisory services
Relationship building in financial sales

Full Job Description

We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we only hired 19. As a scaling start-up, we are very particular to ensure we hire the best and those aligned with our values and intensity. We are not a firm for everyone. At Peak, we integrate Christian and conservative values and biblical principles in everything we do.

What We Look For

A+ Player

Elite at what they do. Extremely hard worker. Gritty. Gets things done. Internal need to succeed.
Hates working with B and C players.
Does not need to be told twice what to do.

Foxhole Team Member

Has a servant's heart and a purpose bigger than themselves.
Will help a team member fix a flat on the side of the road at 6am.
Goes above and beyond to provide a "White Glove Service" to our clients.

Rocketship Mentality

Excited to join a fast-growing startup with extreme upside.
Growth Mindset in all areas of life - professionally, personally, physically, and spiritually.
"Lifer" - those who want to work with us for 30+ years (not just a 9-5 job).

Main Responsibilities

Attain Series 65 and Life & Health licenses
CFP® professional or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Work directly with clients to deliver personalized financial planning and service
Participate in an in-depth training program to sharpen your skills and build technical knowledge
Focus entirely on client service since administrative and operational responsibilities will be handled by our support teams
Deliver planning recommendations and support clients through implementation
Maintain ongoing relationships with clients to help them stay on track toward their financial goals
Serve as a trusted advisor without the pressure of prospecting or cold outreach

Job Type: Full-time

Pay: $50,000.00 - $200,000.00 per year

Benefits:

401(k)
401(k) matching
Health savings account
Paid time off
Parental leave
Professional development assistance

Work Location: In person

Apply Now

Refine Your Search

financial consultant jobs in columbus oh

Financial Planner

Advisor, Financial Planning and Analysis - Navista

Financial Consultant

Financial Planning & Budgeting Consultant (hybrid)

Wealth Planning Advisor

Registered Investment Advisor

Advisor, Financial Planning and Analysis - Data and Analytics

PWM Private Wealth Advisor

Senior Wealth Advisor

Associate Financial Advisor

Strategic Wealth Advisor

PWM Wealth Planner

Senior Wealth Strategy Consultant

Financial Management Consultant

Financial Advisor -Greater Columbus, OH

Financial Advisor

Financial Planning & Investment Specialist (Wealth Management)

Paraplanner

Wealth Management Trainee (OH)

Financial Advisor (Training and Licensing Provided)

I want to receive the latest job alert for financial consultant in columbus oh

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