Top 72 Trading services 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
9d
Brand Ambassador / Consultant Part-Time
Privately Held Company —Columbus, OH
- $300 - $1,000 a day
- Part-time
- Military
- Mid-level
- Business development
- Travel reimbursement
- Continuing education credits
Quick Apply
Middleware Analyst (Infrastructure Specialist 1)
State of Ohio - Medicaid —Columbus, OH
- $34.53 - $50.66 an hour
- Overtime
- Computer Science
- Mid-level
- Driver's License
- Paid holidays
- Health insurance
8d
Securities Trader, Senior Securities Trader or Senior Securities Trader, International
State Teachers Retirement System of Ohio —Columbus, OH
- $160,740 - $216,999 a year
- Full-time
- Management
- Sales
- Pass drug screening
- Free parking
- Health insurance
Investment Accountant I or II
State Teachers Retirement System of Ohio —Columbus, OH
- $32.67 - $39.21 an hour
- Full-time
- Pass drug screening
- Research
- Mid-level
- Free parking
- Health insurance
Relationship Manager
Apollon Wealth Management —Columbus, OH
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Account Executive, Cards (NJUS)
NetJets —Columbus, OH
- Research
- Mid-level
- Bachelor's degree
- Health savings account
- Disability insurance
13d
Trading Services Associate
JPMorganChase —Columbus, OH
- $66,500 - $91,000 a year
- Full-time
- Computer Science
- Computer literacy
- Mid-level
- Health insurance
- Tuition reimbursement
6d
Broker Dealer Onboarding Specialist
Huntington Bank —Columbus, OH
- Full-time
- Microsoft Outlook
- Mid-level
- Office
J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
- $64,600 - $95,000 a year
- Full-time
- Mid-level
- Product management
- US work authorization
- Health insurance
- Tuition reimbursement
Collectible / Card Shop Associate
Hippie Hut Smoke Shop —Hilliard, OH
- From $17 an hour
- Part-time
- Bilingual
- Background check
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
13d
Temporary Tax Preparer - BT Prep
Baker Tilly Advisory Group, LP —Columbus, OH
- $18 - $41 an hour
- Part-time
- Remote
- Mid-level
- Accounting
- Associate's degree
Quick Apply
Core Ops - Account Enablement Analyst
Capital Group Companies —London, OH
- Full-time
- Mid-level
- Analysis skills
- Financial services
- Benefits from day one
- Retirement plan
14d
Director MISO Regulatory Affairs
American Municipal Power, Inc —Columbus, OH
- Full-time
- Engineering
- Office
- Travel
Quick Apply
6d
Workplace Solutions - Customer Service Analyst
JPMorganChase —Columbus, OH
- Full-time
- Mid-level
- Finance
- Continuous improvement
- Health insurance
- Tuition reimbursement
Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo
Photon —Columbus, OH
- $38,000 - $133,000 a year
- 7 years
- Computer Science
- Office
- Paid holidays
- Health insurance
Investment Professional - Corporate Research Analyst
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- 6 years
- Mid-level
- Paid holidays
- Disability insurance
13d
Senior Operations Manager - Frazeysburg, OH
Fanatics Commerce —Columbus, OH
- 5 years
- Computer literacy
- Analysis skills
Quick Apply
Investment Banking Consultant
Accenture —Columbus, OH
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Senior Investment Analyst, Distressed Debt
Nationwide —Columbus, OH
- 8 hour shift
- Hybrid work
- Background check
- Research
- Office
- Paid holidays
- Disability insurance

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trading services jobs near columbus

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
9 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

trading services jobs in columbus

Financial Planning & Investment Specialist (Wealth Management)

Brand Ambassador / Consultant Part-Time

Middleware Analyst (Infrastructure Specialist 1)

Securities Trader, Senior Securities Trader or Senior Securities Trader, International

Investment Accountant I or II

Relationship Manager

Account Executive, Cards (NJUS)

Trading Services Associate

Broker Dealer Onboarding Specialist

J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing

Collectible / Card Shop Associate

Temporary Tax Preparer - BT Prep

Core Ops - Account Enablement Analyst

Director MISO Regulatory Affairs

Workplace Solutions - Customer Service Analyst

Business Analyst - Banking & Wealth Management- Cleveland, Columbus, Buffalo

Investment Professional - Corporate Research Analyst

Senior Operations Manager - Frazeysburg, OH

Investment Banking Consultant

Senior Investment Analyst, Distressed Debt

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