Financial Planner
$55k - $100kAvior Wealth Management, LLC
Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients' lives. Why Join Avior Wealth Management? Competitive Pay & Growth: Starting salary ranges from $55,000 to over $100,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications. Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off. Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance. Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement. What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans. Utilize Right Capital , MoneyGuidePro and proprietary planning tools to develop customized strategies. Monitor and enhance client financial health across various areas: Retirement and investment planning Tax planning Insurance planning Cash flow Estate planning Business owner and education planning Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace. Career Progression & Ownership Avior Wealth is committed to supporting your career growth. Whether you want to: Grow as a Financial Planner , Transition into an Advisory Role , or Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines. What We’re Looking For: Education: Bachelor’s degree required; CFP® designation or active pursuit required. Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred. Technical Skills: Proficiency with Right Capital and MoneyGuidePro , Microsoft Office Suite (Outlook, Excel, Word, Teams). Key Traits: Self-motivated with strong time management skills. Ability to collaborate in a fast-paced environment. Excellent problem-solving, analytical, and communication skills. Ready to Join Us? If you're looking for a firm that values your growth, flexibility, and work-life balance , apply today and start your journey with Avior Wealth Management! We look forward to hearing from you! Avior Wealth Management, LLC
$110k - $130k
...OH Salary: $110,000 to $130,000 (based on experience) Status: Full time, In office As an award-winning full-service financial services firm, we are committed to understanding our clients' needs and providing advice beyond investments. We take pride in making...SuggestedFull timeWork at officeTranscend Practice Management
Columbus, OH3 days ago- ...We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we...SuggestedFull time
Peak Retirement Planning, Inc.
Columbus, OHa month ago $200k
We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years.In 2025, we had over 5,400 applicants, we...SuggestedWork at office- ...Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member... ...extensive mentorship and training to develop into a financial planner Focus exclusively on serving clients, not sales. No...Suggested
Peak Retirement Planning, Inc.
Columbus, OH1 day ago - ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementLocal areaRemote workFlexible hours
- ...responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate...Full timeWork at office
Northwest Bank
Columbus, OH16 hours ago $140k - $225k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeTemporary workLocal area3 days per weekUS Bank
Columbus, OH16 hours ago$116k - $216k
...SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing... ...S63 andFINRA License S65 (preferred)Certified Financial Planner (CFP) (preferred)Certified Investment Management Analyst (CIMA)...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shiftKeyBank
Columbus, OH16 hours ago- ...over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement...Full timeLocal areaImmediate startMonday to Friday
Telhio Credit Union
Worthington, OH4 days ago $140k - $225k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workWork experience placementLocal area3 days per weekU.S. Bank
Columbus, OH16 hours ago- ...Northwest. As a Relationship Banker, you bring the customer experience to life, creating meaningful connections in every interaction and financial conversation. You'll combine financial expertise with a people-first approach to create empowering experiences, making banking...Work at office
Opportunities
Columbus, OH2 hours ago - We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we...Internship
Peak Retirement Planning, Inc.
Columbus, OHa month ago $20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payFull timeWork experience placementFlexible hoursDay shiftKey Bank
Columbus, OH16 hours ago- ...responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate...Work at office
Opportunities
Columbus, OH4 days ago $140k - $225k
...supporting clients' strategic needs. A successful candidate will demonstrate exceptional business-development capability, strong financial and analytical acumen, and the ability to design and negotiate credit structures across a range of financing needs. The RM...Temporary workWork experience placement3 days per weekU.S. Bancorp
Columbus, OH16 hours ago- ...channels like ATM, online and mobile banking. You will process cash transactions, engage in meaningful conversations to understand financial goals, and connect clients with suitable solutions. The role emphasizes building relationships, following compliant processes, and...
Bank of America
Worthington, OH2 days ago - ...position.** Acknowledge ( **Job Description:** Job Description At 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 by driving Responsible Growth and delivering for our clients, teammates...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Worthington, OH1 day ago $52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Columbus, OH4 days ago$200k
Peak Retirement Planning, Inc. is a fast-growing Columbus-based financial planning firm seeking an advisor who can build client plans, serve clients, and coach advisors. The role emphasizes high performance, client service, and a white-glove approach, with no prospecting...Work at office- ...OH0713 NW Bancshares HQ Job Description The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and...Full timeWork at office
Northwest Bank
Columbus, OH16 hours ago - ...investment management, loans, deposits, and wealth strategies . Develop and maintain strong client relationships. Assess client financial goals and recommend appropriate wealth management solutions. Collaborate with investment and banking teams to deliver...
TALENT Software Services
Columbus, OH25 days ago - ...Financial Associate Job Duties: Requires some knowledge of accounting systems and procedures to serve as payroll officer for institution Verifies accuracy of information in Time Editor within Kronos (e.g., corrects missed punch adjustments) Ensures employees are accurately...Full timePart timeLocal area
Ohio Jobs
Columbus, OH1 day ago - ...their dynamic team. As the fastest-growing private company in the area, Peak offers a unique opportunity to develop your career in financial planning with extensive mentorship and training. The role focuses on preparing financial plans and assisting advisors during...
- ...Organization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth...Work at officeLocal area
Western & Southern Life
Columbus, OH4 days ago $75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate...Remote workPowerwell
Columbus, OH3 days ago$80k - $110k
...Job Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career...WestPoint Financial Group
Columbus, OH2 days ago- ...Financial Consultant We are looking for a financial professional to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you will experience all aspects of German American's culture and values while working with clients...Temporary workWork experience placementLocal area
German American Bank
Columbus, OH2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Columbus, OH3 days ago$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...Local areaRemote workRelocationThe Well
Columbus, OH4 days ago$18 - $25 per hour
...Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling, upfront collections...Acadia Healthcare
Columbus, OH4 days ago
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