Top 14 Wealth 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
Financial Planner - AI Trainer
DataAnnotation —Columbus, OH
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
PWM Wealth Planner
U.S. Bank National Association —Columbus, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Office
- Analysis skills
- Paid holidays
- Disability insurance
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
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Columbus, OH
- $116,000 - $216,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Tax Senior - Private Wealth
Deloitte —Columbus, OH
- $74,925 - $153,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Tax Manager - Private Wealth
Deloitte —Columbus, OH
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
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 Professional
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Merchandising Assistant Manager
Dollar Tree —Columbus, OH
- $16.50 - $17.25 an hour
- Full-time
- Merchandising
- Mid-level
- Ability to lift 50 pounds
- Employee stock purchase plan
- Health insurance
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
- 7 years
- Office
- Finance
Quick Apply
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Financial Planner - AI Trainer
DataAnnotation —Columbus, OH
You can work on your own schedule, on your own computer, from the comfort of your own home. Proficient in financial analysis, financial modeling, data analysis,…
$50 - $100 an hour
Quick Apply

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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

wealth planner jobs in columbus

Entry Level - Financial Advisor

Financial Planner - AI Trainer

PWM Wealth Planner

Senior Wealth Strategy Consultant

Key Private Bank Senior Relationship Manager

Wealth Management Advisor

Tax Senior - Private Wealth

Tax Manager - Private Wealth

Financial Representative - Seeking Sales Experience

Financial Professional

Merchandising Assistant Manager

Senior Vice President, Trust Officer

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