Top 170 Retirement planning advisor Jobs in Columbus, Oh

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
Administrator - Office of Assessment
State of Ohio - Education and Workforce —Columbus, OH
- $68.36 an hour
- Full-time
- 5 years
- Data analysis skills
- Analysis skills
- Paid holidays
- Health insurance
Intervention Specialist
ACCEL Schools —Columbus, OH
- $42,500 - $55,000 a year
- Classroom
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
6d
Intervention Specialist
ACCEL Schools —Columbus, OH
- $43,500 - $55,000 a year
- Classroom
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
6d
Intervention Specialist
ACCEL Schools —Columbus, OH
- $44,000 - $55,000 a year
- Classroom
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Disability insurance
Quick Apply
6d
Tax Expert - Expert Center (Midwest)
Intuit —Columbus, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
Tax Expert - Expert Center (Midwest)
Intuit —Delaware, OH
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
1d
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
Intervention Specialist
ACCEL Schools —Columbus, OH
- $43,000 - $55,000 a year
- Classroom
- Microsoft Outlook
- Teaching Certification
- AD&D insurance
- Disability insurance
Quick Apply
6d
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
9d
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
Cashier - Weekday Morning
Raising Cane's —Powell, OH
- $14 an hour
- Urgently hiring
- Serving
- No experience needed
- Ability to climb stairs
- Paid training
- Disability insurance
Quick Apply
7d
Restaurant Crewmember - Closing Shifts
Raising Cane's —Powell, 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
7d
Office Manager
Peak Retirement Planning, Inc. —Columbus, OH
- $60,000 - $90,000 a year
- Full-time
- Office
- Data entry
- Entry level
Quick Apply
Branch Office Administrator
Edward Jones —Powell, OH
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
12d
Director of Membership
Scouting America —Columbus, OH
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Analysis skills
- Disability insurance
- Health insurance
2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)
JPMorganChase —Columbus, OH
- $70,000 a year
- Full-time
- Bachelor of Science
- Office
- US work authorization
- Health insurance
- Tuition reimbursement
Client Service Admin
Peak Retirement Planning, Inc. —Columbus, OH
- $45,000 - $60,000 a year
- Full-time
- Office
- Entry level
Quick Apply
Senior Manager, Operations Training
Simpson Strong-Tie Company Inc. —Columbus, OH
- $123,700 - $210,300 a year
- Full-time
- Pass drug screening
- Office
- 8 years
- Paid jury duty
- Health insurance
Quick Apply
Director of Human Resources
Capital University —Columbus, OH
- Full-time
- Hybrid work
- Office
- Master's degree
- University
- Free parking
- Disability insurance
Quick Apply
7d

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retirement planning advisor jobs near columbus, oh

Paraplanner

Peak Retirement Planning, Inc. -
Columbus, OH

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Job Details

Full-time
$50,000 - $100,000 a year

Benefits

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

Qualifications

Investment advisory support
Serving clients
In-person customer service
Financial plan development
No experience needed
Financial client presentations
Tax compliance reporting
Entry level

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:

No Experience Needed
The ability to earn your Series 65 and Life & Health license
CFP® candidate or actively pursuing CFP® certification
Interest in obtaining the CKA® Credential
Prepare financial plans, tax reports, and meeting presentations for advisors
Attend client meetings and provide real-time support to advisors
Handle miscellaneous tasks as assigned to support advisor productivity
Receive extensive mentorship and training to develop into a financial planner
Focus exclusively on service, not sales

Pay: $50,000.00 - $100,000.00 per year

Benefits:

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

Work Location: In person

Apply Now

Refine Your Search

retirement planning advisor jobs in columbus, oh

Paraplanner

Administrator - Office of Assessment

Intervention Specialist

Intervention Specialist

Intervention Specialist

Tax Expert - Expert Center (Midwest)

Tax Expert - Expert Center (Midwest)

Financial Professional - Career Transition Opportunity

Intervention Specialist

Financial Planning & Investment Specialist (Wealth Management)

Financial Advisor (Training and Licensing Provided)

Cashier - Weekday Morning

Restaurant Crewmember - Closing Shifts

Office Manager

Branch Office Administrator

Director of Membership

2027 Global Finance & Business Management - Summer Analyst (OH, IL, DE, TX)

Client Service Admin

Senior Manager, Operations Training

Director of Human Resources

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