Top 117 Associate member advisor Jobs in Columbus, Oh

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- 5 years
- Office
- Financial services
- Health insurance
- Dental 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
Facility Services Sales Executive (Columbus)
The Brewer-Garrett Company —Columbus, OH
- $80,000 - $120,000 a year
- Full-time
- 5 years
- Office
- Ability to climb stairs
- Health savings account
- Disability insurance
Quick Apply
11h
Employee Experience (EX) Advisor - Healthcare
Press Ganey —Columbus, OH
- $81,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Excel
- Bachelor's degree
- Travel
Quick Apply
Branch Office Administrator
Edward Jones —Powell, OH
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
11d
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
Cashier
Raising Cane's —Columbus, OH
- $14 an hour
- Urgently hiring
- Serving
- No experience needed
- Ability to climb stairs
- Paid training
- Disability insurance
Quick Apply
4d
H&M Sales Advisor - Easton Town Center
H&M —Columbus, OH
- $15 an hour
- Part-time
- Entry level
- Commercial
- Health insurance
- Paid time off
Quick Apply
Supply Chain Applications Analyst
Victoria's Secret —Reynoldsburg, OH
- $67,700 - $88,830 a year
- Full-time
- Mid-level
- Office
- SQL
3d
Customer Service Associate
Raising Cane's —Columbus, OH
- $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Internal Audit - Evergreen
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- CPA
- Office
- Paid holidays
- Disability insurance
5d
Automotive Service Advisor
Dave Gill Chevrolet —Columbus, OH
- $45,000 - $150,000 a year
- Dealership
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
7d
Career Advisor
Otterbein University —Westerville, OH
- Part-time
- Customer service
- Basic math
- Mid-level
- Tuition reimbursement
- 403(b)
Customer Service Associate - Weekend Availability
Raising Cane's —Whitehall, OH
- $14 an hour
- Weekends as needed
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Service Advisor
VALLEY MOTOR CITY OF COLUMBUS INC —Pataskala, OH
- $60,000 - $100,000 a year
- Mid-level
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Cashier - Closing Shift
Raising Cane's —Whitehall, OH
- $14 an hour
- Urgently hiring
- Serving
- No experience needed
- Ability to climb stairs
- Paid training
- Disability insurance
Quick Apply
Customer Service Associate - Morning Shift
Raising Cane's —Columbus, OH
- $15 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Sr. Program Manager - Dignity and Unity
Bon Secours Mercy Health —Columbus, OH
- $46.76 - $74.81 an hour
- Marketing
- Word processing
- Writing skills
- Health savings account
- Disability insurance
11d
Restaurant Crewmember
Raising Cane's —Hilliard, OH
- From $14 an hour
- Urgently hiring
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
Customer Service Associate - Nights/Weekends
Raising Cane's —Columbus, OH
- $14 an hour
- Weekends as needed
- No experience needed
- Ability to climb stairs
- Ability to lift 50 pounds
- Paid training
- Disability insurance
Quick Apply
3d

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Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 7
Financial services

Full Job Description

Job description

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital is hiring a Full-Time Client Service Advocate for our Dublin, Ohio office.

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices. Katterhenry Investment Group is one of those practices. NEST Capital manages $3.2B (1) in assets under management and has 75 associates dispersed among 16 offices in 7 different states. We work hard for our clients, and we believe it shines through our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative and be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset. You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you. Ideal candidates will bring 5 or more years of experience in Financial Services or similar industires.

Responsibilities include, but are not limited to tasks such as:

Field incoming calls, emails, faxes, and correspondence
Implement and lead daily accountability check-ins with local staff
Manage all dynamics in the office including local and NEST employee/client collaboration
Proactively prepare for, schedule, and confirm quarterly client meetings for Advisors
Post-appointment follow-up
Working knowledge of eMoney
Establish/service new households and accounts including managing asset transfers, contributions, and distributions
Maintain up-to-date CRM database (contact info, actions, service records, etc)
Run and review administration of new/existing household and account business reports, disseminate as appropriate
Evaluate, process, and work through account service requests to completion
Assist leadership with various projects
Represent and enhance the company Mission and Core Values

Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary. We offer a competitive compensation and benefits package including medical, dental, vision, retirement, and a PTO schedule to allow for personal time away from the office.

Pay Range: $2,307.69 - $2,692.31.31 bi-weekly (Annualized equivalent of $60,000 - $70,000)

Benefits:

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off

Schedule:

8-hour shift
Day shift
Monday to Friday

Work Location: Dublin, OH

(1) data as of 3.14.2025

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Viator Wealth Management of NEST Capital is a separate entity from WFAFN.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

License/Certification:

Series 7 / 66 ( 63/65 ) (Required)

Work Location: In person

Quick Apply

Refine Your Search

associate member advisor jobs in columbus, oh

Client Service Advocate (CSA)

Financial Advisor

Facility Services Sales Executive (Columbus)

Employee Experience (EX) Advisor - Healthcare

Branch Office Administrator

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

Cashier

H&M Sales Advisor - Easton Town Center

Supply Chain Applications Analyst

Customer Service Associate

Internal Audit - Evergreen

Automotive Service Advisor

Career Advisor

Customer Service Associate - Weekend Availability

Service Advisor

Cashier - Closing Shift

Customer Service Associate - Morning Shift

Sr. Program Manager - Dignity and Unity

Restaurant Crewmember

Customer Service Associate - Nights/Weekends

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