Top 62 Level financial planner Jobs in Columbus

Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Quick Apply
Demand Planner
The Marzetti Company —Columbus, OH
- Full-time
- Microsoft Outlook
- Research
- Mid-level
Financial Planner - AI Trainer
DataAnnotation —Columbus, OH
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Senior Planner (Scheduler) - Mission Critical
Suffolk Construction Company, Inc. —Columbus, OH
- Full-time
- 6 years
- Construction site
- Customer service
- Commuter assistance
- Fuel card
Supply Planner
Univar Solutions USA LLC —Dublin, OH
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
5d
Digital Planner
Orveon Global US LLC —Columbus, OH
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Mid-level
- Opportunities for advancement
Quick Apply
6d
Associate Planner, Brand Promotions - HCo
Abercrombie & Fitch Co. —New Albany, OH
- Full-time
- Sales
- Merchandising
- Office
- Store discount
- Paid parental leave
Strategic Planner
Vertiv —Delaware, OH
- Marketing
- Mid-level
- Office
Program Chair, Financial Planning and Financial Management
Franklin University —Columbus, OH
- Full-time
- Remote
- Doctoral degree
- 5 years
- Bachelor of Science
- Free parking
- Tuition reimbursement
Service Strategic Planning Manager
Vertiv —Westerville, OH
- Marketing
- 5 years
- Office
Senior Planner, Outlets
Victoria's Secret —Reynoldsburg, OH
- $99,400 - $134,715 a year
- Full-time
- Merchandising
- Office
- Finance
Associate Merchandise Planner
Designer Brands Inc. —Columbus, OH
- Hybrid work
- Bachelor of Science
- Writing skills
- Merchandising
- Health insurance
- 401(k) matching
Item Supply Planner
Advanced Drainage Systems —Hilliard, OH
- Full-time
- Computer science
- Oracle
- Computer Science
- Paid parental leave
- Health savings account
Senior Space Merchandise Planner
Bath & Body Works —Reynoldsburg, OH
- $95,000 - $140,800 a year
- Full-time
- Hybrid work
- 5 years
- Merchandising
- Office
- Store discount
- Paid parental leave
10d
Director of Operations
Cart.com, Inc. —Groveport, OH
- Full-time
- 7 years
- Bachelor's degree
- US work authorization
Quick Apply
Business Development/Account Executive
Greencrest —Columbus, OH
- Email
- Microsoft Excel
- Mid-level
- Master of Business Administration
Senior Merchandise Planner, International
Victoria's Secret —Reynoldsburg, OH
- $99,400 - $134,715 a year
- Full-time
- 5 years
- Merchandising
- Office
Lead Financial Advisor - Columbus, OH
Antolino and Associates —Columbus, OH
- $100,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Customer service
- 5 years
Quick Apply
Merchandise Planner
Big Lots —Columbus, OH
- Full-time
- Merchandising
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Director of Sales, Catering & Marketing- Hilton Easton, Columbus OH
Hilton Columbus at Easton —Columbus, OH
- $130,000 - $140,000 a year
- Full-time
- Background check
- Marketing
- Writing skills
- Health savings account
- Health insurance
Quick Apply
10d

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level financial planner jobs near columbus

Entry Level - Financial Advisor

Equitable Advisors -
Columbus, OH

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $24,000 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Are you legally authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Work Location: In person

Quick Apply

Refine Your Search

level financial planner jobs in columbus

Entry Level - Financial Advisor

Demand Planner

Financial Planner - AI Trainer

Senior Planner (Scheduler) - Mission Critical

Supply Planner

Digital Planner

Associate Planner, Brand Promotions - HCo

Strategic Planner

Program Chair, Financial Planning and Financial Management

Service Strategic Planning Manager

Senior Planner, Outlets

Associate Merchandise Planner

Item Supply Planner

Senior Space Merchandise Planner

Director of Operations

Business Development/Account Executive

Senior Merchandise Planner, International

Lead Financial Advisor - Columbus, OH

Merchandise Planner

Director of Sales, Catering & Marketing- Hilton Easton, Columbus OH

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