Top 9 Certified financial planner Jobs in Delaware Oh

Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
11d
Financial Representative (Licensing & Training Provided)
Northwestern Mutual Columbus —Upper Arlington, OH
- $85,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- 3 years
- Paid training
- Health savings account
Quick Apply
4d
Financial Representative - Seeking Sales Experience
Northwestern Mutual —Upper Arlington, OH
- $125,000 - $370,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
10h
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
Financial Solutions Advisor - Worthington Financial Center
Bank of America —Worthington, OH
- Full-time
- Background check
- Writing skills
- Mid-level
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Professional
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Private Client Advisor
Key Investment Services, LLC —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED

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12d
Career Readiness/Financial Literacy Teacher
Cardington Lincoln Local School District —Cardington, OH
Project Lead the Way and High Schools that work initiatives have seen significant growth and success with pre-engineering students.
5d

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Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $185,000 a year
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
Ability to routinely and frequently operate a motor vehicle with a valid driver's license. Bachelor's Degree in business related field or equivalent work…
$116,000 - $216,000 a year
11d

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certified financial planner jobs near delaware oh

Certified Financial Planner

WealthBridge Financial Group -
Columbus, OH

Quick Apply

Job Details

Full-time
$125,000 - $185,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Certified Financial Planner at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Demonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Quick Apply

Refine Your Search

certified financial planner jobs in delaware oh

Certified Financial Planner

Key Private Bank Senior Relationship Manager

Financial Representative (Licensing & Training Provided)

Financial Representative - Seeking Sales Experience

Key Private Bank Wealth Planner

Financial Solutions Advisor - Worthington Financial Center

Wealth Management Advisor

Financial Professional

Private Client Advisor

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