Top 409 Financial risk Jobs in Columbus, Oh

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
Financial Analyst
Ascendion —Columbus, OH
- $90,000 - $110,000 a year
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance
Financial Services Analyst
Nationwide —Grandview Heights, OH
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
11d
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Vice President Finance/Controller
American Freight Furniture and Mattress —Dublin, OH
- $175,000 - $225,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
Quick Apply
Director of Corporate Compliance
Credit Union of Ohio —Hilliard, OH
- $65,000 - $78,000 a year
- Full-time
- Customer service
- Office
- Computer skills
- Disability insurance
- Health insurance
Quick Apply
Controller
Air Force One, LLC —Dublin, OH
- $130,000 - $160,000 a year
- Full-time
- Management
- CPA
- Research
Quick Apply
14d
Director of Mergers and Acquisitions
Yardmaster, Inc. —Blacklick, OH
- From $100,000 a year
- Full-time
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Credit Analyst
Buckeye State Bank —Powell, OH
- 8 hour shift
- Microsoft Excel
- Data analysis skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
5d
Director of Finance and Administration - US CITIZENSHIP REQUIRED
Engineered Vision —Westerville, OH
- Full-time
- CPA
- 5 years
- Engineering
- Health savings account
- Health insurance
Quick Apply
8d
A/R Financial Counselor, Collections
Orthopedic One —Westerville, OH
- Full-time
- Medical office experience
- Mid-level
- High school diploma or GED
Director of Finance and Administration
Astute Technology Management —Dublin, OH
- $90,000 - $140,000 a year
- Full-time
- CPA
- 5 years
- Office
- AD&D insurance
- Paid holidays
Quick Apply
13d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Controller
Orthopedic One —Westerville, OH
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Paid time off
- On-the-job training
Underwriting Consultant - Contract Surety
CNA Insurance —Westerville, OH
- Full-time
- Hybrid work
- 8 years
- Analysis skills
- Experience equivalent to degree accepted
Financial Crime Audit & Testing Manager
Crowe —Columbus, OH
- $97,600 - $199,700 a year
- Full-time
- 5 years
- Analysis skills
- Supervising experience
Quick Apply
AVP, Underwriting Director - Construction Casualty
Zurich Insurance Company Ltd. —Ohio
- $98,500 - $215,000 a year
- Full-time
- Remote
- 3 years
- High school diploma or GED
- Senior level
Insurance Senior Tax Manager, Financial Services
Crowe —Columbus, OH
- $127,700 - $269,300 a year
- Full-time
- Hybrid work
- CPA
- Research
- Bachelor's degree
Quick Apply
9d
Financial Crime Review Analyst
Crowe —Columbus, OH
- $18.75 - $35.75 an hour
- Full-time
- Spanish
- Writing skills
- Research
Quick Apply
7d
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
- 8 hour shift
- Microsoft Excel
- Research
- Mid-level
- Paid holidays
- Disability insurance
10d

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

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

financial risk jobs near columbus, oh

Associate Financial Advisor

TPM Placement
Columbus, OH

Quick Apply

Job Details

Full-time
$110,000 - $130,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Financial planning
Financial planning software
Wealth management
CFP
Bachelor's degree
Portfolio management advisory services
Financial services
Productivity software
Series 65
Retirement planning advisory services

Full Job Description

Position: Associate Financial Advisor

Location: Columbus, Ohio

Status: Full time, in office

Compensation: $110K-$130K (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Are you looking for a new opportunity to advance and be part of a growing team with the infrastructure in place to allow you to deliver a holistic comprehensive planning process? Do you take the long view of opportunities and get excited by the process of achieving success for your clients?

If you are looking for an opportunity to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Financial Advisor may be for you.

Our firm:

Works for some of the most amazing people in the country. Affluent individuals, families and privately owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
Wants our clients to succeed and we want our staff to succeed as well. We make sure to practice what we preach and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
Is a highly respected wealth management firm. We are very selective about the clients we bring on board and with whom we do business.

The Associate Financial Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation and a potential future path toward becoming a Financial Advisor.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, including the other advisors and the firm’s Founder.

The attributes that we look for in teammates include:

Energy and enthusiasm
High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
Commitment to exceeding client expectations
An interest in growing and continuing education
Humility and compassion; patience and empathy
Meticulous listening skills
An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
Strong organizational skills
Desire to be a long-term contributing member of the team
Strong attention to detail
Positive attitude, team player
A long view of the opportunities presented by the firm, and the industry overall

Interested in more details? As an Associate Financial Advisor you can expect to:

Producing client deliverables in a timely, accurate, and informative manner
Conduct review meetings in conjunction with the firm’s advisors
Attend client meetings, take notes, create summary letters and file notes and perform necessary follow up
Monitor account alerts
Generate review meeting materials for client presentation including creating financial plans
Maintain relationships with clients, understanding their unique circumstances, connections, talents, interests, etc.
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner
Review clients’ goals and risk profile
Stay current on trends within the financial planning and investment arena
Demonstrate job stability and career progression

Qualifications for this role include:

Bachelor’s degree
CFP® certification or currently enrolled in CFP® certification coursework required
Series 65 required
6+ years of industry experience
A clean U-4
Excellent communication and relationship management skills
Heavy client facing experience
Strong computer skills and experience with Microsoft Office and some financial planning software
Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As an Associate Financial Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

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

Compensation Package:

Bonus opportunities

Education:

Bachelor's (Required)

Experience:

Financial planning: 3 years (Required)
wealth management: 4 years (Required)

License/Certification:

Series 65 (Required)
CFP (Preferred)

Ability to Commute:

Columbus, OH 43235 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial risk jobs in columbus, oh

Associate Financial Advisor

Financial Analyst

Financial Services Analyst

Financial Professional - Career Transition Opportunity

Vice President Finance/Controller

Director of Corporate Compliance

Controller

Director of Mergers and Acquisitions

Credit Analyst

Director of Finance and Administration - US CITIZENSHIP REQUIRED

A/R Financial Counselor, Collections

Director of Finance and Administration

Wealth Advisor - PNC Wealth Management

Controller

Underwriting Consultant - Contract Surety

Financial Crime Audit & Testing Manager

AVP, Underwriting Director - Construction Casualty

Insurance Senior Tax Manager, Financial Services

Financial Crime Review Analyst

Investment Analyst, Enterprise Portfolio Management

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

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected