Top 84 Wealth management & Jobs in Columbus, Oh

Wealth Management Advisor
IsoTalent —Dublin, OH
- $90,000 - $120,000 a year
- Full-time
- 5 years
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
10d
Financial Advisor
First Command —Columbus, OH
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d
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
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
- Full-time
- Customer service
- 5 years
- Office
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
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
Strategic Wealth Advisor
WealthBridge Financial Group —Westerville, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
2027 Asset & Wealth Management Risk Full Time Analyst Program
JPMorganChase —Columbus, OH
- $100,000 - $110,000 a year
- Full-time
- Office
- US work authorization
- Entry level
PWM Wealth Planner
U.S. Bank National Association —Columbus, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Office
- Analysis skills
- Paid holidays
- Disability insurance
13d
Wealth Sales Enablement Content Manager
Huntington Bank —Columbus, OH
- $70,000 - $140,000 a year
- Full-time
- Marketing
- 5 years
- Office
- Wellness program
- Paid holidays
Wealth & Investment Portfolio Manager III
Huntington Bank —Columbus, OH
- Full-time
- Management
- Customer service
- 5 years
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
5d
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
J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
- $64,600 - $95,000 a year
- Full-time
- Mid-level
- Product management
- US work authorization
- Health insurance
- Tuition reimbursement
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
7d
Asset Management - Fixed Income High Yield Investment Specialist - Associate
JPMorganChase —Columbus, OH
- $135,000 - $150,000 a year
- Full-time
- Computer Science
- Writing skills
- Mid-level
- Health insurance
- Tuition reimbursement
Senior Talent Acquisition Consultant-Wealth Management
Huntington Bank —Columbus, OH
- $57,000 - $113,000 a year
- Full-time
- Research
- Office
- Microsoft Office
- Wellness program
- Paid holidays
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH
JPMorganChase —Westerville, OH
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Financial Advisor
First Command Financial Services, Inc. —Columbus, OH
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training

I want to receive the latest job alert for wealth management & 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

wealth management & jobs near columbus, oh

Wealth Management Advisor

IsoTalent -
Dublin, OH

Quick Apply

Job Details

Full-time
$90,000 - $120,000 a year
10 days ago

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Paid time off
Flexible schedule
Life insurance

Qualifications

Business development management
Financial planning software
Customer relationship building
CFP
Business development
Investment client management
Initial Contact (sales skills)
Prospecting
Business development within finance
Client acquisition
Financial services
Series 65

Full Job Description

Wealth Advisor
Location: Dublin, OH - onsite

Our client seeks a Wealth Advisor in the financial planning and advisory department to join their team in a full-time capacity. Are you a professional CFP® who enjoys building long-term client relationships? Do you thrive on delivering comprehensive financial planning solutions across investments, tax, insurance, and retirement strategies? Are you motivated by both client success and business development? If yes, this may be the perfect Wealth Advisor position for you. Keep scrolling to see what this company has to offer.

The Perks!

Compensation: $90,000 - $120,000, based on experience
Benefits: 401k in progress, newly implemented health, life, and dental insurance, paid time off
Special perks: no time clock culture, seasonal early office closure on Fridays, profit sharing across company, flexible schedule for client meetings

A Day in the Life of the Wealth Advisor
In this role, you’ll serve as the primary point of contact for clients, guiding them through holistic financial planning strategies while helping them achieve their long-term goals. You’ll balance relationship management, financial plan development, and business growth initiatives, contributing directly to the firm’s success. This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.

Responsibilities include:

Serve as the primary advisor and relationship manager for clients
Conduct client meetings, reviews, and present financial planning and investment recommendations
Develop and implement comprehensive financial plans aligned with client goals
Analyze investments, insurance coverage, retirement plans, and tax strategies
Collaborate with clients’ external advisors to deliver holistic financial guidance
Drive new business development through prospect meetings and follow-ups
Maintain and grow existing client relationships while meeting annual growth goals
Support and participate in client events and firm marketing initiatives
Utilize CRM tools (e.g., Redtail) to manage client service requests and workflows
Partner with leadership on firm strategy, operations, and financial goals
Ensure compliance with firm policies, procedures, and industry regulations
Mentor and support team members in financial planning and business development
Contribute to process improvements and operational efficiency initiatives

Requirements and Qualifications:

CFP® certification required
5+ years of experience in a financial advisor or wealth management role
Proven ability to develop and manage client relationships/strong book of business
Series 65 license required
Prior Holistic financial planning experience
Strong business development/prospecting experience
Excellent written and verbal communication skills
Proficiency in planning software + independent client management + in-office requirement
Ability to prioritize tasks and manage time effectively
Willingness to travel up to 25%

About the Hiring Company:
Our client is a comprehensive financial planning firm dedicated to helping clients achieve long-term financial success through personalized strategies. Their team focuses on delivering a high-touch client experience backed by deep technical expertise across all areas of wealth management. They foster a collaborative, growth-oriented environment where advisors play a key role in shaping both client outcomes and the firm’s future.

Come Join Our Advisory Team!
Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!

#PHR123

Pay: $90,000.00 - $120,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance

Application Question(s):

On a scale from 1-10, how confident are you in the quality of your work?

Experience:

financial advisor or wealth management role: 5 years (Required)
Holistic financial planning: 1 year (Required)

License/Certification:

CFP certification (Required)
Series 65 license (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management & jobs in columbus, oh

Wealth Management Advisor

Financial Advisor

Associate Financial Advisor

Wealth Management Trainee (OH)

Wealth and Investment Portfolio Manager II

Senior Wealth Advisor

Wealth Planning Advisor

Strategic Wealth Advisor

2027 Asset & Wealth Management Risk Full Time Analyst Program

PWM Wealth Planner

Wealth Sales Enablement Content Manager

Wealth & Investment Portfolio Manager III

Registered Investment Advisor

PWM Private Wealth Advisor

J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing

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

Asset Management - Fixed Income High Yield Investment Specialist - Associate

Senior Talent Acquisition Consultant-Wealth Management

J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH

Financial Advisor

I want to receive the latest job alert for wealth management & in columbus, oh

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected