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
- ...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 worthImmediate start
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Financial Planning & Analysis - Senior Associate job at JPMorgan Chase & Co.. Columbus, OH. Job Description Financial Planning & Analysis (FP&A) is primarily responsible for leading... ...an equal opportunity employer and place a high value on diversity and inclusion at our...SuggestedFull timeTemporary workH1bLocal areaImmediate startRelocationWork visaRelocation packageFlexible hours
$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...SuggestedHourly pay- ...approved branch sites listed below: Columbus As a Client Support Specialist, you... ...focused 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 worthRemote jobFull time
$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 timePart time- NOW CFO in Columbus, OH seeks a Controller Consultant to partner with client organizations, develop and implement financial strategies, and strengthen financial performance. The role requires non-profit industry experience, GAAP knowledge, and strong accounting leadership...
- ## Financial Relationship Banker - Westland (Columbus, OH)Applyremote type: Officelocations: Columbus, OHtime type: Full timeposted on: Posted Todayjob requisition... ...and presentation.Required Qualifications:* High School Diploma or GED* 2 years customer service and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Investments is seeking an experienced Loan Officer to join our Columbus, OH market. You must live in the local metro area. This is a rare... ...relationships within the local real estate investor community is highly desired. Mindset: Self-motivated, entrepreneurial, and...Temporary workLive inLocal area
- ...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 workWork experience placementLocal area
$20.25 - $24.75 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Branch Location: 946 S. Hamilton Rd., Columbus, OH 43213 Client Relationship Consultants... ...of employment. Basic Qualifications High school diploma or equivalent Typically...Temporary workLocal area$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 officeRemote workFlexible hours$100k - $110k
Senior Financial Analyst job at LaSalle Network. Columbus, OH. Our client, a leader in the auto repair industry, is seeking a talented FP&A Analyst to join their growing finance team. This role offers the opportunity to work closely with business partners across marketing...$100k - $110k
Senior Financial Analyst - Sales (Columbus, OH) The Role In this position, you’ll be responsible for building and maintaining financial models, analyzing performance trends, and delivering insights that shape strategic decision‑making. You’ll support initiatives ranging...- ...KeyBank seeks a Sr. Relationship Manager to serve high-net-worth clients, coordinating with trust, investment and... ...grow and deepen client relationships in a hybrid Columbus, OH environment. A strong background in wealth management and FINRA/CFP-type credentials is preferred...High net worth
- Dinsmore & Shohl LLP seeks a public finance associate for the Columbus, OH office (also Cleveland, Cincinnati, or Pittsburgh). Open to entry-level or experienced candidates with interest in public finance; bond counsel duties and representing lenders, borrowers, and underwriters...Work at office
- 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 staffWeekend work
- AECOM is seeking a Water/Wastewater Engineer to be based in Columbus, Ohio. The position could begin as early as January 2026. The responsibilities of this position include, but are not limited to: As an entry-level engineer, candidate will gain experience in programs...Work at officeLocal area
- 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
- ...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 startAfternoon shift
- ...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
- ...sharper business decisions by connecting financial insight to the levers that shape... ...It is our intention to fill this role in Columbus, OH. The hired associate must reside within... ...financial trends and changes. If you are a highly skilled business professional, who can develop...Full timeTemporary workPart timeWork experience placementCasual workWork at office
- 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...
- Abnex in Columbus, OH is seeking a reliable, hands-on Finance Associate to oversee end-to-end accounting at the Columbus site and support the month-end close with autonomy. You will collaborate with the Buffalo finance team on projects, audits, and process improvements...
- 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
- ...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 worthWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...cash responsibilities Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense...Work at officeFlexible hoursShift workWeekend workDay shift
$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 worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage... ...compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities...Afternoon shift
- 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
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