Top 10 Industry essentials sie Jobs in Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
- $65,000 - $95,000 a year
- Full-time
- Sales
- Research
- Mid-level
- 401(k)
- 401(k) matching
Quick Apply
12d
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Wealth Client Associate
Bank of America —Columbus, OH
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
3d
Financial Solutions Advisor Registration Candidate - Columbus Market
Bank of America —Columbus, OH
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Office
- High school diploma or GED
3d
Consultant, Process Management
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Mid-level
- Office
- 8 years
- Paid holidays
- Disability insurance
20h
Private Client Advisor
Key Investment Services, LLC —Hilliard, OH
- Full-time
- Mid-level
- Office
- High school diploma or GED
5d
Financial Representative - Seeking Sales Experience
Northwestern Mutual —Upper Arlington, OH
- $125,000 - $370,000 a year
- Full-time
- 3 years
- Bachelor's degree
- US work authorization
- Paid training
- Health savings account
Quick Apply
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Private Client Banker
KeyBank National Association —Reynoldsburg, OH
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level

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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

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
12d
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

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Financial Planning & Investment Specialist (Wealth Management)

Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) -
Powell, OH

Quick Apply

Job Details

Full-time
$65,000 - $95,000 a year
12 days ago

Benefits

401(k)
401(k) matching

Qualifications

Financial planning
Teamwork
Series 66
Research
High school diploma or GED
Series 7
Bachelor's degree
Data analysis software

Full Job Description

Position Overview

Step into an instrumental role with an established wealth management practice. We are seeking a Financial Planning and Investment Specialist to support our advisors in delivering exceptional financial planning, investment management, and client service experiences.

This position combines financial planning analysis, investment research, portfolio implementation, trading, and ongoing client support. The ideal candidate is analytical, detail-oriented, and passionate about helping clients achieve their financial goals through thoughtful planning and disciplined investment management.

The Financial Planning and Investment Specialist will work closely with advisors to develop financial planning recommendations, research investment solutions, implement portfolio changes, and support key client relationships. While this role is primarily an internal technical and analytical position, the successful candidate will occasionally participate in client meetings and help explain complex financial planning and investment concepts to high-net-worth clients.

This is an in-office, full-time position within an independent advisor franchisee of Ameriprise Financial Services, LLC.

Primary Responsibilities

Financial Planning & Analysis

Prepare preliminary financial planning recommendations for advisor review.
Develop retirement, investment, risk management, and cash flow planning analyses.
Gather, organize, and analyze client financial data.
Utilize financial planning software, including MoneyGuidePro, Wealth Studios and other planning tools.
Assist advisors in developing planning strategies aligned with clients' goals, risk tolerance, and time horizons.

Investment Research & Portfolio Management Support

Research mutual funds, ETFs, managed accounts, annuities, and other investment solutions.
Assist advisors in evaluating investment managers, portfolio strategies, and asset allocation models.
Develop investment recommendations for advisor review and approval.
Monitor client portfolios and identify opportunities for rebalancing, risk management, and portfolio improvements.
Stay informed regarding market developments, investment products, and industry trends.

Trading & Investment Implementation

Execute trades and transactions as directed by licensed advisors.
Implement purchases, sales, exchanges, and transfers involving equities, mutual funds, ETFs, managed accounts, annuities, insurance products, and other investment vehicles.
Perform account rebalances and portfolio updates.
Ensure all transactions are completed accurately, efficiently, and in accordance with firm and regulatory requirements.
Utilize investment and research platforms including Morningstar, Thomson ONE, and proprietary advisor tools.

Compliance & Operational Support

Prepare and maintain required compliance documentation.
Monitor accounts for guideline exceptions, investment restrictions, and required updates.
Assist with documentation related to planning recommendations and investment implementation.

Client & Advisor Support

Participate in select client meetings to support advisors in presenting complex planning and investment concepts.
Serve as a technical resource for advisors and team members.
Contribute to a collaborative team environment focused on delivering an outstanding client experience.

Qualifications

Required

Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
Strong analytical and problem-solving skills.
Excellent attention to detail and organizational abilities.
Ability to manage multiple priorities and deadlines.
Ability to learn new technology and software platforms quickly.

Licensing Requirements

The following licenses are strongly preferred upon hire and must be obtained within 120 days of employment if not already held:

Securities Industry Essentials (SIE) exam
FINRA Series 7
FINRA Series 66 (or equivalent combination of Series 63 and 65)
Ohio Life and Health Insurance License

Education

Bachelor's degree preferred but not required.
High school diploma or equivalent required.

Preferred Qualifications

Experience in a financial planning, wealth management, broker-dealer, RIA, or investment advisory environment.
Experience using financial planning software such as MoneyGuidePro
Experience using Morningstar, Thomson ONE, and related investment research tools.
Professional designations or progress toward professional designations such as: CFP®, CFA®, APMA®, ChFC®, or other relevant industry designations.

Career Opportunity

This position is ideal for a financial planning or investment professional seeking a long-term specialist role focused on planning, investment analysis, and portfolio implementation. The role offers significant exposure to sophisticated financial planning strategies, portfolio management discussions, and high-net-worth client situations.

Pay: $65,000.00 - $95,000.00 per year

Benefits:

401(k)
401(k) matching

Work Location: In person

Quick Apply

Refine Your Search

industry essentials sie jobs in columbus

Financial Planning & Investment Specialist (Wealth Management)

Wealth Management Trainee (OH)

Private Wealth Client Associate

Financial Solutions Advisor Registration Candidate - Columbus Market

Consultant, Process Management

Private Client Advisor

Financial Representative - Seeking Sales Experience

Financial Services Professional - Hybrid Remote (OH)

Private Client Banker

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