Top 55 Senior wealth strategy Jobs in Columbus, Oh

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
Senior Wealth Strategy Consultant
Curvion Blue —Columbus, OH
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Asset Management Senior Accountant
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Tuition reimbursement
AS/400 Senior Developer
HUB International —Columbus, OH
- $120,000 - $150,000 a year
- Full-time
- Computer science
- Microsoft Access
- Computer Science
- Disability insurance
- Health insurance
Senior Wealth Advisor
WealthBridge Financial Group —Bexley, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Manager, Vertical Capability Integration
C.H. Robinson —Grandview Heights, OH
- $113,000 - $254,200 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Paid parental leave
- Health savings account
10d
Growth Strategy & Partnerships Manager
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- SQL
- Paid holidays
- Health insurance
Credit Risk Management and Analytics Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $151,000 a year
- Full-time
- Mid-level
- Office
- Math
- Health insurance
- Tuition reimbursement
Risk Management - Product & Transformation Team- Senior Associate
JPMorganChase —Columbus, OH
- $92,150 - $140,000 a year
- Full-time
- Computer science
- Computer Science
- Mid-level
- Health insurance
- Tuition reimbursement
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
Financial Analyst II
Safelite Group —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
8d
2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)
JPMorganChase —Columbus, OH
- Full-time
- Office
- 3 years
- Math
- Health insurance
- Tuition reimbursement
Branch Manager
KEMBA Financial Credit Union —Columbus, OH
- $72,000 - $105,000 a year
- Full-time
- Mid-level
- Organizational skills
- 1 year
- Cell phone reimbursement
Quick Apply
Consumer Banker IV (Bexley)
First Financial Bank —Bexley, OH
- $23.56 - $26.44 an hour
- Full-time
- Mid-level
- Office
- 3 years
Senior Branch Services Representative
Abbott Laboratories Employees Credit Union —Columbus, OH
- $20.28 - $33.80 an hour
- Full-time
- Research
- Mid-level
- Office
Quick Apply
Trust & Estates, Closely Held Asset Management - VP
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Excel
- CPA
- Research
- Health insurance
- Tuition reimbursement
Deposit Forecasting Director
Huntington Bank —Columbus, OH
- $125,000 - $255,000 a year
- Full-time
- 7 years
- Office
- Finance
- Wellness program
- Paid holidays
14d
Insurance Sales Producer (P&C)
Superior Insurance Partners —Columbus, OH
- $50,000 - $500,000 a year
- Full-time
- Hybrid work
- Mid-level
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
10d
Credit Risk Management and Analytics Vice President
JPMorganChase —Columbus, OH
- $123,500 - $208,000 a year
- Full-time
- 6 years
- Research
- Office
- Health insurance
- Tuition reimbursement

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senior wealth strategy jobs near columbus, oh

Financial Professional - Career Transition Opportunity

Equitable Advisors -
Columbus, OH

Quick Apply

Job Details

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

Benefits

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

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Customer retention strategy
Mid-level
Financial analysis
Trust administration
Bachelor's degree
Financial risk management
Investment client management
Industry trends
Customer engagement
Financial product expertise
Customer relationship management
Industry knowledge of financial regulations
Financial goal setting advisory services
Account management
Legal compliance
Communication skills
Banking
Negotiation

Full Job Description

**Discover a New Career Path in Wealth Management**

Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.

We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key Responsibilities

Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs

Who Should Apply

We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including:

Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
Legal Professionals, experienced in compliance, trust management, and client advocacy
Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction

Qualifications

Bachelor’s degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)

What We Offer

Structured training and mentorship
Competitive compensation with performance-based incentives
Benefits package including health and 401(k) retirement plan
Pathway to professional certifications and career advancement
Supportive, collaborative team environment
Opportunity to make a meaningful impact in clients’ lives

Ready to Make the Leap?

If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

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- 8488828.1(10/25)(Exp.10/29)

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
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

senior wealth strategy jobs in columbus, oh

Financial Professional - Career Transition Opportunity

Senior Wealth Strategy Consultant

Senior Wealth Planning Associate - Columbus, OH

Asset Management Senior Accountant

AS/400 Senior Developer

Senior Wealth Advisor

Senior Manager, Vertical Capability Integration

Growth Strategy & Partnerships Manager

Credit Risk Management and Analytics Senior Associate

Risk Management - Product & Transformation Team- Senior Associate

Key Private Bank Senior Relationship Manager

Financial Analyst II

2027 Chase Associate Program - Summer Associate Opportunity (OH, TX, DE)

Branch Manager

Consumer Banker IV (Bexley)

Senior Branch Services Representative

Trust & Estates, Closely Held Asset Management - VP

Deposit Forecasting Director

Insurance Sales Producer (P&C)

Credit Risk Management and Analytics Vice President

I want to receive the latest job alert for senior wealth strategy in columbus, oh

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