Top 5 Ctfa Jobs in Columbus

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
Trust & Estates, Closely Held Asset Management - VP
JPMorganChase —Columbus, OH
- Full-time
- Microsoft Excel
- CPA
- Research
- Health insurance
- Tuition reimbursement
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
- 7 years
- Office
- Finance
Quick Apply
13d
Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED
JPMorganChase —Columbus, OH
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Tuition reimbursement
6d
Executive Director, Private Banking
Northwest Bank —Columbus, OH
- Full-time
- Office
- Finance
- Bachelor's degree
Quick Apply

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PWM Wealth Planner
U.S. Bank National Association —Columbus, OH
Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and…
$126,820 - $164,120 a year
Trust & Estates, Closely Held Asset Management - VP
JPMorganChase —Columbus, OH
Asset Managers participate in conference calls with executive management and advisors of the closely held companies in the Asset Manager's portfolio, and…

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ctfa jobs near columbus

PWM Wealth Planner

U.S. Bank National Association -
Columbus, OH

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Job Details

Full-time
$126,820 - $164,120 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Flexible schedule
Life insurance

Qualifications

Financial planning software
Wealth management
Tax planning
CFP
Law
CPA
CTFA
Estate planning advisory services
Doctor of Law (JD)
Analysis skills
Presentation skills
Bachelor's degree
Financial goal setting advisory services
Senior level
Estate planning
Communication skills
10 years

Full Job Description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.

Basic Qualifications

Bachelor's degree or equivalent work experience
Typically 10 or more years of weath planning experience

Preferred Skills/Experience

Strong client presentation skills
Proficiency to learn and present with planning software
Basic knowledge of financial planning concepts
Ability to independently learn complex planning concepts & software
JD, CPA, CTFA, CFP and/or advanced degree
Extensive knowledge of Wealth Management products & services
Problem solving and analytical skills
Effective verbal and written communication skills

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $134,280.00 - 164,120.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Apply Now

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ctfa jobs in columbus

PWM Wealth Planner

Trust & Estates, Closely Held Asset Management - VP

Senior Vice President, Trust Officer

Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED

Executive Director, Private Banking

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