Senior Financial Planner - Client-First, Fee-Based
Edelman Financial Engines
Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to deliver objective, fee-based advice and asset management for clients who have enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and retirement strategies using advanced tools and support from Client Service Managers. This role emphasizes client-first service with no marketing activities, growth through client retention, and opportunities for discretionary bonuses based on performance #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner - Client-First, Fee-Based in Columbus, OH vacancy
- First Financial Bank in Ohio is seeking a Consumer Banker to deepen client relationships by booking business and referring to internal partners such as Mortgage, Wealth, Small Business Banker and Treasury Management. You will open accounts, run teller drawer tasks, and...Senior
- ...seeking a Sr Relationship Banker in Woodmere, OH to build strong client relationships across multiple channels, including in-person and... ...customers on products, and recommend tailored solutions with a digital-first mindset. The role requires excellent communication, a history of...Senior
- Bank of America in Columbus, OH is hiring for a Personal Banker role. The position focuses on uncovering clients' banking needs, offering suitable solutions, and connecting clients with specialists. Responsibilities include handling transactions, proactive follow-ups, and...Senior
- ...is seeking a sales-oriented professional to expand our branch customer base and drive proactive sales, service, and loyalty. You will engage with customers, identify opportunities to improve financial wellbeing, and act as an ambassador for PNC solutions. The role...Senior
$27 - $33 per hour
...the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking... ...up, asking questions and learning about their financial needs, and banking channel preferences. Identifies...SeniorTemporary work$166k - $249k
...*Actual offer will be based on experience, location... ...strength—you delegate by client segment, coach with... ...insight, and a client-first mindset to your leadership... ...About the Role As the SVP, Senior Relationship Banker you... ...to build comprehensive financial solutions. What You...SeniorFull timeWork at officeFlexible hoursShift work- KeyBank NA is seeking a Personal Banker in Columbus, OH to engage clients, uncover needs, and guide financial solutions across personal and small business banking lines. This role emphasizes relationship building, sales-driven performance, and strong teamwork within the...
- ...team and be supported by a platform with resources to help you advise clients on balance sheets and holistic goals-based planning. The role requires six-plus years in private banking or financial services, a bachelor’s degree, and necessary licenses; advanced degrees...SeniorLocal area
Testing Site - JPMC
Columbus, OH2 days ago - Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a Wealth Plan for high-net-worth clients. You will build relationships with existing and new clients, coordinate...Senior
- First Merchants Bank is seeking a Customer Relationship Representative to join our... ...tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer... ...meetings, coaching sessions, and touch bases. Provide guidance and support to...Night shift
- ...Accomodation for Applicants page. Client Relationship Representative (... ..., OH 43220, USA Description First Merchants Bank is seeking a... ...to meet the current and future financial needs of bank Clients. Deliver... ...coaching sessions, and touch bases. Provide guidance and support...Full timeFlexible hoursNight shift
$25 - $38.46 per hour
...people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payWork experience placementDay shiftKey Bank
Powell, OH2 days ago- ...Manager’s absence, drive sales, service, and operations, and deepen client relationships with cross-sell opportunities. The role emphasizes... ...; travel within region may be needed. This is a full-time position with a competitive base pay. #J-18808-Ljbffr Banco Santander SASeniorFull time
- ...on investments, credit and banking expertise to support current clients and attract new assets. You will develop trusted client relationships... ...with internal specialists, and deliver holistic, goals-based planning while maintaining rigorous risk and compliance standards...Senior
- ...Banking Associate to expand the branch customer base and deliver proactive sales through a structured process. You will engage clients to position PNC solutions, drive loyalty,... ...customer experience while promoting financial wellbeing and responsible banking. #J-18808...SeniorWork at office
- Raymond James is seeking a dedicated support professional to assist financial advisors and clients across multiple platforms. You will manage account maintenance, prepare for client meetings, run reports, and address inquiries with a focus on timely, high-quality service...SeniorRemote job
- First Financial Bank is seeking a Consumer Banker to deepen client relationships by opening accounts, performing maintenance, and partnering with internal teams to offer tailored solutions. You will engage clients directly and via calls, guiding them through the bank’s...
- First Merchants Bank is seeking a Customer Relationship Representative to join our team in Columbus. You will execute on sales and service... ...deposits, and processing loan applications while guiding clients to digital tools and services. You will also open new accounts,...
- ...to represent our brand with hospitality and expert service. The role focuses on acquiring, managing, and retaining client relationships, using financial knowledge to offer thoughtful solutions and help clients meet their financial needs. The position requires sales experience...
$70k - $140k
...advanced understanding of complex financial structures.Compliance... ...closing statements, ensuring all fees are collected (e.g. appraisal... ...implement improvements where needed.Client Interaction: Engage with... ...insights and recommendations based on experience and industry knowledge...SeniorWork at officeRemote workWork from homeFlexible hoursHuntington
Columbus, OH1 day ago$75k - $110k
Senior Client Success Manager - Insights (P4666) / G2 Cincinnati, OH; Chicago, IL 84.51° is a... ...Powered by cutting-edge science, we utilize first-party retail data from more than 62... ..., paternity and family care instances. Base Pay Range $75,000 - $110,000 USD Location...SeniorWork at office- ...Relationship Banker to build and manage client relationships within a branch, using banking... ...solutions and fintech tools to address financial needs with hospitality and regulatory compliance... ...communication skills, and a customer-first mindset. #J-18808-Ljbffr JPMorgan Chase...
- ...Financial Advisor This role can be hybrid remote depending on... ...build meaningful, long-term client relationships while delivering... ...You’ll have access to a fee-based planning platform, comprehensive... ...looking to build a planning-first practice flexibility how you...Full timeContract workFor contractorsWork at officeRemote work
Eagle Strategies
Columbus, OH1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern... ...you can help your clients achieve their goals... ...through a performance-based compensation... ...designed to support your first three years in the... ...course tuition fees and books.... ...moreCertified Financial Planner® licensing support...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Columbus, OH3 days ago- Kingfisher Recruiting seeks a Senior Tax Manager in Columbus, OH to deliver tax compliance, planning and advisory services for a varied client base. You will oversee complex returns, mentor staff, and drive growth through client service and strategic guidance. Ideal candidates...Senior
- Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship...Senior
- Sivadconsulting in Columbus, OH seeks a Senior Tax Manager to lead tax compliance and consulting engagements for a diverse client base. You will manage planning, reviews, and client relationships while mentoring staff and driving firm growth. The role requires a CPA or...SeniorLocal area
- 84.51°, a data science and retail insights company, seeks a Senior Client Success Manager - Insights to deliver customer, campaign, and business... ...stakeholder relationships, and influence client strategies based on robust analyses. Based in Cincinnati or Chicago, this role...Senior
$93k - $189k
...Specialty and Government PM is a senior portfolio management role. The... ...exceptions, borrowing base and covenant compliance, product... ...applicable. As applicable, attend client calls (virtual or in-person)... ...Recruiters: Huntington will not pay a fee for any placement resulting...SeniorWork at officeRemote workWork from homeFlexible hours- Coinbase, Inc. is seeking a Senior Risk Analyst to join the Payments Risk Operations team... ...rails and risk controls to drive evidence-based decisions. As part of a cross-functional... ...leadership, and guide analysts. This is a remote-first role with quarterly in-person surges,...SeniorRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner - Client-First, Fee-Based. Be the first to apply!
Related searches
- strategic finance associate Columbus, OH
- financial advisor development program Columbus, OH
- oracle cloud financials consultant Columbus, OH
- financial advisor associate Columbus, OH
- financial associate Columbus, OH
- entry level financial advisor Columbus, OH
- financial planning administrator Columbus, OH
- financial advisor part time Columbus, OH
- jde finance consultant Columbus, OH
- private wealth advisor Columbus, OH