Top 104 Wealth advisor i Jobs in Columbus

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- 5 years
- Office
- Financial services
- Health insurance
- Dental insurance
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Asset Manager (Multifamily Real Estate)
Huber Equity Group —Columbus, OH
- $80,000 - $95,000 a year
- Full-time
- Travel
- Mentoring
- In-person
- Health savings account
- Paid holidays
Quick Apply
6d
Loan Officer
Lower —Columbus, OH
- $75,000 - $200,000 a year
- Full-time
- Background check
- Office
- In-person
- Paid training
- Wellness program
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
- $48,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Ability to lift 25 pounds
- 401(k)
- Cell phone reimbursement
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Senior Wealth Strategy Consultant
Curvion Blue —Columbus, OH
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
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Financial Advisor
First Command Financial Services, Inc. —Columbus, OH
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Hilliard, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Registered Investment Advisor
WealthBridge Financial Group —Columbus, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
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Financial Consultant
Heartland Bank —Whitehall, OH
- Bilingual
- Microsoft Excel
- Mid-level
- Paid parental leave
- Employee stock purchase plan
Wealth Advisor
Sequoia Financial Group Llc —Dublin, OH
- Full-time
- 5 years
- Mid-level
- Finance
Quick Apply
Financial Advisor
WestPoint Financial Group —New Albany, OH
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Financial services
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
- $63,750 - $106,250 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
6d
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off
Mortgage Loan Originator
Heartland Bank —Whitehall, OH
- Bilingual
- Writing skills
- Office
- Paid parental leave
- Employee stock purchase plan
3d
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Cross-Sell Data Analyst, Dynamics 365
HUB International —Columbus, OH
- $80,000 - $110,000 a year
- Full-time
- Up to 50% travel
- 5 years
- Finance
- Health savings account
- Disability insurance
Commercial Real Estate Credit Analyst II
Stifel —Dublin, OH
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- Dental insurance
IT Risk Advisory Staff
Schneider Downs & Co., Inc. —Columbus, OH
- Hybrid work
- Computer Science
- Office
- Bachelor's degree
- Profit sharing
- Paid holidays

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wealth advisor i jobs near columbus

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Dublin, OH

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Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Series 7
Financial services

Full Job Description

Job description

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital is hiring a Full-Time Client Service Advocate for our Dublin, Ohio office.

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices. Katterhenry Investment Group is one of those practices. NEST Capital manages $3.2B (1) in assets under management and has 75 associates dispersed among 16 offices in 7 different states. We work hard for our clients, and we believe it shines through our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative and be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset. You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you. Ideal candidates will bring 5 or more years of experience in Financial Services or similar industires.

Responsibilities include, but are not limited to tasks such as:

Field incoming calls, emails, faxes, and correspondence
Implement and lead daily accountability check-ins with local staff
Manage all dynamics in the office including local and NEST employee/client collaboration
Proactively prepare for, schedule, and confirm quarterly client meetings for Advisors
Post-appointment follow-up
Working knowledge of eMoney
Establish/service new households and accounts including managing asset transfers, contributions, and distributions
Maintain up-to-date CRM database (contact info, actions, service records, etc)
Run and review administration of new/existing household and account business reports, disseminate as appropriate
Evaluate, process, and work through account service requests to completion
Assist leadership with various projects
Represent and enhance the company Mission and Core Values

Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary. We offer a competitive compensation and benefits package including medical, dental, vision, retirement, and a PTO schedule to allow for personal time away from the office.

Pay Range: $2,307.69 - $2,692.31.31 bi-weekly (Annualized equivalent of $60,000 - $70,000)

Benefits:

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off

Schedule:

8-hour shift
Day shift
Monday to Friday

Work Location: Dublin, OH

(1) data as of 3.14.2025

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Viator Wealth Management of NEST Capital is a separate entity from WFAFN.

Job Type: Full-time

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

License/Certification:

Series 7 / 66 ( 63/65 ) (Required)

Work Location: In person

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Refine Your Search

wealth advisor i jobs in columbus

Client Service Advocate (CSA)

Asset Manager (Multifamily Real Estate)

Loan Officer

Wealth Management Trainee (OH)

Financial Advisor

Senior Wealth Strategy Consultant

Financial Advisor

Premier Client Banker - PNC Wealth Management

Registered Investment Advisor

Associate Financial Advisor

Financial Consultant

Wealth Advisor

Financial Advisor

Wealth Advisor - PNC Wealth Management

Senior Wealth Planning Associate - Columbus, OH

Mortgage Loan Originator

Wealth Planning Advisor

Cross-Sell Data Analyst, Dynamics 365

Commercial Real Estate Credit Analyst II

IT Risk Advisory Staff

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