Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)

Talent Focus Executive Search and Consulting

High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Cleveland or Columbus- this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial / Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience : 5-10 years of proven success in sales, business development, and relationship management. Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location : Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Sales, and Business Development Industries Financial Services, Investment Management, and Capital Markets Referrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2x Sign in to set job alerts for “Wealth Management Advisor” roles. Oxford, OH $80,000.00-$150,000.00 1 month ago Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Canton, OH $70,200.00-$125,000.00 17 hours ago Cincinnati, OH $100,000.00-$130,000.00 4 days ago Personal Financial Counselor; Canton, OH Canton, OH $53,125.00-$84,995.00 3 weeks ago Cincinnati, OH $150,000.00-$220,000.00 2 days ago Consultant, Investment Management Group-Business Development Seven Hills, OH $126,820.00-$149,200.00 17 hours ago Financial Advisor (Training Provided, Career Changers Encouraged To Apply) Canton, OH $70,200.00-$125,000.00 1 week ago Stow, OH $47,000.00-$125,000.00 1 month ago J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Talent Focus Executive Search and Consulting

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) in Columbus, OH vacancy
  •  ...Description Job Description Position: Lead Financial Advisor You will be responsible for...  ...advisors as needed to service ultra-high net worth “Advanced” clients who require more...  ...time.   This position is based in Columbus, OH. We have multiple offices and are... 
    High net worth
    Immediate start

    Antolino and Associates

    Columbus, OH
    10 days ago
  • $19.17 per hour

    Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare coverage...  .... This role is primarily focused on handling high-volume inbound calls within a call center environment, providing... 
    Suggested
    Hourly pay

    Russell Tobin

    Columbus, OH
    1 day ago
  •  ...Relationship Banker - Columbus, OH Area Columbus, Ohio;Worthington, Ohio; Columbus, Ohio; Columbus...  ...guided by a common purpose to help make financial lives better through the power of every...  ...Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Columbus, OH
    3 days ago
  • $25 - $26.77 per hour

     ...guided by a common purpose to help make financial lives better through the power of every...  ...Qualifications Is an enthusiastic, highly motivated self-starter with a strong work...  ...Week 40 Pay Transparency details US - OH - Columbus- 1474 N High St (OH2213), US - OH - Columbus... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    United States Digital Space LLC

    Columbus, OH
    4 days ago
  •  ...approved branch sites listed below: Columbus Note: Fidelity will not provide immigration...  ...on enhancing relationships with our high net worth clients who have assets of $250,000 to...  ...90 days ~2-3 years of previous financial services experience The Skills You... 
    High net worth
    Remote job
    Full time

    Fidelity Investments

    Columbus, OH
    4 days ago
  •  ...Relationship Banker - Columbus, OH Area Columbus, Ohio;Worthington, Ohio; Columbus, Ohio;...  ...guided by a common purpose to help make financial lives better through the power of every...  ...Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Worthington, OH
    3 days ago
  • $83k - $125k

    ## Financial Management ConsultantColumbus, OH, United StatesFind out how well you match with this jobJob ID41716Date Posted2026-06-17Arcadis is the world...  ...is Ohio, working from one of Arcadis’ offices in Columbus, Toledo, or Akron.This position will require a professional... 
    Full time
    Part time

    Poutrix

    Columbus, OH
    1 day ago
  • $75k - $93k

     .... LOCATIONS / DESIGNATION onsite either Columbus, OH (AEP Corporate Headquarters) or Steubenville...  ...invoice audit review per the contract's financial Terms and Conditions for labor and...  ...Technology, or Project Management. With a High School Diploma, a minimum of two (2) years... 
    Daily paid
    Contract work
    For subcontractor
    Work at office
    Work from home

    American Electric Power Co.

    Columbus, OH
    1 day ago
  •  ...Lead Csr/Teller - Columbus, Oh - Full-Time Make banking a Fifth Third better We connect great...  ...seamlessly guide them to where their financial needs can be met Provide follow up to...  ...Knowledge, Skills And Abilities Required: High school diploma/GED. Work involves... 
    Full time
    Work at office

    Fifth Third Bancorp

    Columbus, OH
    3 days ago
  • $93k - $189k

     ...Review Officer (Huntington National Bank) - Columbus, OH The Senior Credit Review Officer is...  ...management skills with ability to deliver high quality results while meeting deadlines,...  ...progress toward MBA, CPA, or Financial Risk Manager. Technical accounting (GAAP... 
    Work at office
    Remote work
    Flexible hours

    Dart Solutions

    Columbus, OH
    2 days ago
  •  ...Executive Director or Vice President (Columbus, OH) We are actively looking for...  ...preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to...  ...employer and place a high value on diversity and inclusion... 
    Temporary work
    Work experience placement
    Local area

    TwinThread

    Columbus, OH
    5 days ago
  • Huntington National Bank in Columbus, OH seeks a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a high-net-worth client's Wealth Plan. You will build strong relationships, coordinate specialists... 
    High net worth

    Huntington National Bank

    Columbus, OH
    4 days ago
  •  ...partner. At J.P. Morgan Wealth Management, we’re...  ...talented and dedicated advisors, a full range of investment...  ...their most important financial goals. That’s why we’...  ...Locations: ~ Easton/Columbus, OH   To be eligible...  ...employer and place a high value on diversity and... 
    Full time
    Work at office
    Remote work
    Visa sponsorship

    JPMorgan Chase & Co.

    Columbus, OH
    5 days ago
  • $130k - $175k

    Job ID: 43772Location: Columbus, Ohio, United StatesCapabilities: Project ControlsOffice Setup...  ...a Construction Risk Manager in Columbus OH to implement risk management methodology &...  ...all Programs or Projects classified as A (high risk) or B (medium risk). Monitor and measure... 
    Full time
    Remote work

    Jacobs

    Columbus, OH
    5 days ago
  •  ...AM Locations 3415 Vision Dr, Columbus, OH, 43219, US Job Schedule Full...  ...banking solutions and cutting-edge financial technology combined with...  ...Chase Partners (Private Client Advisors, Home Lending Advisors, and...  ...experience or comparable experience. High school diploma, GED, or... 
    Full time
    Immediate start
    Shift work

    JPMorgan Chase & Co.

    Columbus, OH
    5 days ago
  • Digital Banking & Payments Platform Analyst, Columbus, OHIO Agility 360 is seeking a Digital...  ...our large banking client in Columbus, OH. This role focuses onprovidingTier 2 support...  .... Intermediate knowledge in banking or financial services operations domain, experience writing... 
    Bank staff
    Weekend work

    Agility 360

    Columbus, OH
    5 days ago
  • Job Summary The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through...  ...‑on experience supporting advisors through client onboarding,...  ...Education and Experience Major in wealth management, financial... 
    High net worth
    Internship
    Work at office

    Mariner

    Columbus, OH
    2 days ago
  •  ...is responsible for performing financial statement spreading,...  ...Essential FunctionsPrepare timely, high quality credit analysis and recommendations...  ...knowledge in high-net worth and corporate aircraft...  ...all employees.SummaryLocation: Columbus, OH; LO0341 Remote - USAType: Full... 
    High net worth
    Full time
    Local area
    Remote work

    Northwest Bank

    Columbus, OH
    2 days ago
  • A technology consulting firm in Columbus, OH, is looking for a Junior IT Security Analyst. This hybrid role requires support for IAM and PAM initiatives while developing automation scripts and providing operational support. Candidates should have 2-3 years of relevant... 
    3 days per week

    Blue Star Partners, LLC

    Columbus, OH
    4 days ago
  •  ...for greater retirement readiness, Voya Financial is committed to delivering on its vision...  ...they become available. Voya Financial Advisors® , Inc., a leading independent broker-dealer...  ...to join our team in the greater Columbus area to work plan sponsor relationships.... 
    Local area

    Voya Financial Advisors

    Columbus, OH
    5 days ago
  • Transcend Practice Management is seeking an Associate Financial Advisor in Columbus, Ohio. As part of a dedicated team, you will collaborate on comprehensive financial planning and provide high-quality service to affluent clients. The ideal candidate will possess a Bachelor... 

    Transcend Practice Management

    Columbus, OH
    2 days ago
  • U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage...  ...services to tailor strategies for High and Ultra High Net Worth clients. The role emphasizes building a trusted... 
    High net worth

    U.S. Bank

    Columbus, OH
    4 days ago
  •  ...leading multi-family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment...  ...client relationships. Onsite in Columbus, a collaborative team environment... 
    High net worth
    Work at office

    Corient

    Columbus, OH
    3 days ago
  • American Electric Power on-site in Columbus, OH or Steubenville, OH is seeking a Project Financial Controls Analyst to assist with invoice processing, unvouchered liabilities management, and work order administration for project controls functions. You will learn to interpret... 

    American Electric Power Co.

    Columbus, OH
    1 day ago
  •  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...  ...compliance obligations, including completion of required training. ~ High school degree, GED, or foreign equivalent. ~ The Securities... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Columbus, OH
    18 hours ago
  •  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...  ...compliance obligations, including completion of required training. ~ High school degree, GED, or foreign equivalent. ~ The Securities... 
    Afternoon shift

    Chase

    Columbus, OH
    5 days ago
  • A leading AI lending marketplace is seeking a Senior Loan Processor in Columbus, OH. In this role, you will manage loan workflows ensuring accuracy and efficiency while supporting various operational tasks. The ideal candidate will have over a year of experience in loan... 
    Work at office

    Upstart

    Columbus, OH
    4 days ago
  • $116k - $216k

    Location:175 S 3rd Street, Columbus OhioJob SummaryKey...  ...serving our clients' financial needs through expert advice...  ...as the primary client advisor, developing and...  ...responsible for serving high net worth clients in their existing...  ...of financial wealth management services and... 
    High net worth
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Columbus, OH
    5 days ago
  • $50k - $60k

     ...Training, LLC currently has over 140 locations throughout the United States, and we are looking at adding an additional trainer to our Columbus location. While prior experience is required, training is still provided for this position. Most of our trainers make... 
    Full time
    Contract work

    Off Leash K9 Training

    Columbus, OH
    29 days ago
  •  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...  ...compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Ability to work... 
    Immediate start
    Afternoon shift

    Chase

    Columbus, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH). Be the first to apply!