Top 8 Certified financial planner Jobs in Columbus

Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor - Worthington Financial Center
Bank of America —Worthington, OH
- Full-time
- Background check
- Writing skills
- Mid-level
Financial Representative (Licensing & Training Provided)
Northwestern Mutual Columbus —Upper Arlington, OH
- $85,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- 3 years
- Paid training
- Health savings account
Quick Apply
3d
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Key Private Bank Wealth Planner
KeyBank National Association —Columbus, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Driver's License
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
10d
Financial Professional
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Private Client Advisor
Key Investment Services, LLC —Columbus, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED

Discover related jobs

Based on your search for certified financial planner jobs.

Part Time Branch Office Administrator
Edward Jones —Columbus, OH
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
Branch Office Administrator
Edward Jones —Westerville, OH
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions.
11d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Certified Financial Planner
WealthBridge Financial Group —Columbus, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$125,000 - $185,000 a year
Quick Apply
Financial Solutions Advisor - Worthington Financial Center
Bank of America —Worthington, OH
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

Show more jobs in cities nearby

I want to receive the latest job alert for certified financial planner in columbus

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

certified financial planner jobs near columbus

Certified Financial Planner

WealthBridge Financial Group -
Columbus, OH

Quick Apply

Job Details

Full-time
$125,000 - $185,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Customer relationship building
Bachelor's degree
Client retention
Data interpretation

Full Job Description

WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Certified Financial Planner at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

Bachelor's degree in finance, accounting, or a related field.
Experience in financial consulting or a similar role is preferred.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills to effectively connect with clients.
Demonstrated ability to build and maintain client relationships.
Licenses or certifications in financial planning are a plus.

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents
401(k) retirement plan with company match to help you build long-term security
Life and disability insurance for added peace of mind
Employee wellness programs and mental health resources
Career growth opportunities and ongoing training support

Quick Apply

Refine Your Search

certified financial planner jobs in columbus

Certified Financial Planner

Financial Solutions Advisor - Worthington Financial Center

Financial Representative (Licensing & Training Provided)

Wealth Management Advisor

Key Private Bank Wealth Planner

Key Private Bank Senior Relationship Manager

Financial Professional

Private Client Advisor

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for certified financial planner in columbus

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected