Top 20 Entry level financial planner Jobs in Columbus

Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Coach
rebel Financial —Groveport, OH
- $45,000 - $60,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Writing skills
- Research
- Paid holidays
- Loan repayment program
Quick Apply
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
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Financial Education Coach
BMI Federal Credit Union —Dublin, OH
- $21.50 - $26.50 an hour
- Weekends as needed
- Clean driving record
- Marketing
- Mid-level
- Wellness program
- Paid holidays
Quick Apply
13d
Representative, Annuity Solutions Center
Nationwide —Grandview Heights, OH
- 8 hour shift
- Hybrid work
- Finance
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
13d
Portfolio Strategist
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- Research
- Office
- Business development
Quick Apply
Relationship Banker - Columbus Central East Market - Bexley, OH
JPMorganChase —Bexley, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Relationship Banker - Pataskala - Pataskala, OH
JPMorganChase —Pataskala, OH
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Commercial Real Estate - Multifamily Investment Sales Advisor
MMG Real Estate Advisors —Westerville, OH
- Full-time
- Research
- Office
- Finance
Quick Apply
Representative, Life Solutions Center
Nationwide —Grandview Heights, OH
- 8 hour shift
- Hybrid work
- Finance
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
4h
Relationship Banker - Dublin West - Plain City, OH
JPMorganChase —Plain City, OH
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
13d

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$50,000 - $100,000 a year

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Check out jobs in cities near your current location, Columbus

Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Financial Coach
rebel Financial —Groveport, OH
Entry-level candidates (around $45,000) have Series 65 license but have little/no gaining initial sales experience and/or are have little progression towards…
$45,000 - $60,000 a year
Quick Apply

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entry level financial planner jobs near columbus

Wealth Management Trainee (OH)

Bankers Life -
Columbus, OH

Quick Apply

Job Details

Full-time
$50,000 - $80,000 a year

Qualifications

Insurance needs analysis
Financial sales
Finance
Managing clients in a finance role
Life insurance sales
Insurance sales
Relationship building in financial sales
Entry level

Full Job Description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today.

We support you every step of the way:

No finance background? No problem—sales, service, or people-facing experience is a big plus!
First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
Award winning mentorship and training programs that support your move into sales leadership and wealth management.
Income support to get you started on top of your commissions and bonuses.

This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.

Why Join Us?

Top-tier training with mentors and resources to help you succeed at every level.
Your career, your pace by moving into a leadership role in as little as 12 months.
Continuous support with tech tools, marketing leads, and team collaboration.
Unlimited income streams with uncapped commissions, renewals, and bonuses.
Live life with exciting awards trips, lasting friendships and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

Quick Apply

Refine Your Search

entry level financial planner jobs in columbus

Wealth Management Trainee (OH)

Financial Coach

Paraplanner

Wealth Advisor

Financial Education Coach

Representative, Annuity Solutions Center

Portfolio Strategist

Relationship Banker - Columbus Central East Market - Bexley, OH

Relationship Banker - Pataskala - Pataskala, OH

Commercial Real Estate - Multifamily Investment Sales Advisor

Representative, Life Solutions Center

Relationship Banker - Dublin West - Plain City, OH

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