Top 59 Cfa Jobs in Columbus, Oh

Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Advisory
ITC WORLDWIDE —Columbus, OH
- CPA
- Bachelor of Science
- Mid-level
Quick Apply
Valuation Analyst/ Senior Valuation Analyst
GBQ Holdings LLC —Columbus, OH
- Weekends as needed
- Hybrid work
- Analysis skills
- US work authorization
- Reliable transportation
- Employee stock ownership plan
Quick Apply
Investment Professional - Corporate Research Analyst
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- 6 years
- Mid-level
- Paid holidays
- Disability insurance
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
11d
Investment Analyst
THE GARLIKOV COMPANIES —Columbus, OH
- Email
- Microsoft Access
- CPA
- 5 years
- Health insurance
Financial Management Consultant
Arcadis —Columbus, OH
- $83,000 - $125,000 a year
- Microsoft Outlook
- CPA
- 5 years
- Paid parental leave
- AD&D insurance
Predictive Modeler / Pricing Modeler – Commercial Actuarial - Remote
Nationwide —Columbus, OH
- 8 hour shift
- Remote
- 5 years
- Mid-level
- Finance
- Paid holidays
- Disability insurance
Results Analyst Senior
Capital Group Companies —London, OH
- Full-time
- Customer service
- Office
- SQL
- Benefits from day one
- Retirement plan
5d
Sr. Quantitative Analyst
Northwest Bank —Columbus, OH
- Full-time
- Office
- 3 years
- Java
Quick Apply
4d
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
Actuarial Associate, Excess Casualty Pricing and Modeling - REMOTE
Nationwide —Columbus, OH
- 8 hour shift
- Remote
- 5 years
- Finance
- Analysis skills
- Paid holidays
- Disability insurance
3d
Manager Sales Finance
The Marzetti Company —Columbus, OH
- Full-time
- CPA
- 5 years
- Office
Senior Investment Analyst, Distressed Debt
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- Research
- Office
- Paid holidays
- Disability insurance
Accounting and Finance Agency Direct Hire Leader
Vaco LLC —Columbus, OH
- $75,000 - $90,000 a year
- Management
- CPA
- Bachelor's degree
Quick Apply
Operations Finance Specialist
Vertiv —Westerville, OH
- CPA
- 5 years
- English
Program Chair, Financial Planning and Financial Management
Franklin University —Columbus, OH
- Full-time
- Remote
- Doctoral degree
- 5 years
- Bachelor of Science
- Free parking
- Tuition reimbursement
Mergers & Acquisitions Finance and Operations Manager
Deloitte —Columbus, OH
- $155,600 - $306,800 a year
- Full-time
- CPA
- Up to 50% travel
- Analysis skills
1d
Financial Analyst / Finance Business Partner
Thayer Power & Communication —Pataskala, OH
- Full-time
- Oracle
- CPA
- Pass drug screening
Quick Apply
Accounting and Finance Business Development Manager
Vaco LLC —Columbus, OH
- $65,000 - $80,000 a year
- CPA
- Mid-level
- Business development
Quick Apply

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Entry Level - Financial Advisor

Equitable Advisors -
Columbus, OH

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $24,000 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Are you legally authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Work Location: In person

Quick Apply

Refine Your Search

cfa jobs in columbus, oh

Entry Level - Financial Advisor

Advisory

Valuation Analyst/ Senior Valuation Analyst

Investment Professional - Corporate Research Analyst

Financial Planning & Investment Specialist (Wealth Management)

Investment Analyst

Financial Management Consultant

Predictive Modeler / Pricing Modeler – Commercial Actuarial - Remote

Results Analyst Senior

Sr. Quantitative Analyst

PWM Private Wealth Advisor

Actuarial Associate, Excess Casualty Pricing and Modeling - REMOTE

Manager Sales Finance

Senior Investment Analyst, Distressed Debt

Accounting and Finance Agency Direct Hire Leader

Operations Finance Specialist

Program Chair, Financial Planning and Financial Management

Mergers & Acquisitions Finance and Operations Manager

Financial Analyst / Finance Business Partner

Accounting and Finance Business Development Manager

I want to receive the latest job alert for cfa in columbus, oh

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