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

Wealth Management Advisor - Licensing & Mentorship

Equitable Advisors LLC

Equitable Advisors is seeking a Wealth Management Advisor in Columbus, OH, focused on making a positive impact in clients' lives. Responsibilities include building client relationships, personalizing financial strategies, and discussing tailored financial products. The role requires a Bachelor's degree, relevant FINRA licenses, and strong interpersonal skills. Equitable Advisors offers ongoing training and development programs, ensuring that you can thrive in your career. #J-18808-Ljbffr Equitable Advisors LLC

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor - Licensing & Mentorship in Columbus, OH vacancy
  •  ...A leading financial advisory firm in Columbus is seeking dedicated individuals to become wealth managers. Responsibilities include building client relationships and devising personalized financial strategies. Candidates should have a Bachelor's degree, strong communication... 
    Suggested
    Traineeship

    Equitable Advisors LLC

    Columbus, OH
    2 days ago
  • $27.55k

    Wealth Management Advisor - OH, Columbus (2538) Join Equitable Advisors to become a wealth manager in...  ...: Bachelor’s degree or equivalent. Licensing: State Life & Health, SIE, Series 7,...  ...University for continuous learning. Mentorship and personalized coaching with a local... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Columbus, OH
    5 days ago
  •  ...career in financial planning with extensive mentorship and training. The role focuses on preparing financial plans and assisting advisors during client meetings. Ideal candidates...  ...with the potential to earn professional licenses. #J-18808-Ljbffr Peak Retirement... 
    Suggested

    Peak Retirement Planning, Inc.

    Columbus, OH
    5 days ago
  • $65k - $80.2k

     ...and discover what you excel at—all from Day One. Role The Wealth Management Advisor (WMA) position is the investment planning and investment and...  ...the affluent client segment FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience... 
    Suggested
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Columbus, OH
    2 days ago
  •  ...Function Serves as the trusted advisor and team coordinator to...  ...articulate and achieve their wealth goals. Create streams of highly...  ...investments, private banking, risk management, and trust services. Ensures...  ...life and Health insurance licenses are required in accordance with... 
    Suggested
    Work experience placement
    Private practice
    Work at office

    Fifth Third Bank, N.A.

    Columbus, OH
    3 days ago
  • JPMorgan Wealth Management - National Branch - Financial Advisor - Westerville, OH Westerville, OH, United States Job Information Job Identification 210593564...  ...active Series 7 A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of... 
    Full time
    Work at office
    Remote work

    JPMorgan Chase & Co.

    Westerville, OH
    5 days ago
  •  ...Personal Advisor If you believe that investment advising should feel like a personal...  ...a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group...  ...A valid and active Series 66 (63/65) license is required or ability to obtain within... 
    Temporary work
    Work at office
    Shift work

    JPMorgan Chase

    Westerville, OH
    1 day ago
  •  ...Annuity Advisor As an Annuity Advisor, you will work in a team-based office environment...  ...personal organization and the ability to manage multiple priorities in a fast-paced environment...  ...7 A valid and active Series 66 (63/65) license is required or ability to obtain within 6... 
    Work at office
    Remote work
    Flexible hours

    JPMorgan Chase

    Westerville, OH
    3 days ago
  •  ...emphasizes a strong team mentality and a commitment to client service. You will participate in extensive training and mentorship programs to become an effective advisor. No prior experience is necessary. We value individuals with a servant's heart and a passion for growth. Join... 

    Peak Retirement Planning, Inc.

    Columbus, OH
    2 days ago
  • Be part of the Advisor Onboarding Team for J.P. Morgan Wealth Management, which leads and manages the centralized Advisor Onboarding program. The team creates...  ...Advisor Onboarding Program Partner with Recruiting, Licensing & Registration, Technology, HR, and Field... 
    Work at office

    JPMorganChase

    Columbus, OH
    1 day ago
  • $100k - $120k

     ...application process. Regional Property Manager Full-time Management Columbus, OH, US 4...  ...high-performing teams through coaching, mentorship, and accountability. The RPM is responsible...  ...and community partners. Valid driver’s license and insured personal vehiclerequired. Personal... 
    Full time
    Contract work
    Local area
    Night shift
    Weekend work

    GoldOller Real Estate Investments

    Columbus, OH
    3 days ago
  • $80k - $110k

     ...freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real growth. Real ownership....  ...what matters and build long-term wealth Leverage your community relationships...  ...to obtain Life & Health License, SIE, and Series 7 (if not... 

    WestPoint Financial Group

    Columbus, OH
    5 days ago
  •  ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees...  ...active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of... 

    JPMorgan Chase

    Powell, OH
    2 days ago
  • $75k

     ...ones "I can succeed as a Divisional Wealth Management Consultant at Capital Group." As a...  ...educating, training, and motivating financial advisors from all channels, with an ultimate...  ...manner You have the following licenses: Series 7 and 66 or 7, 63, and 65... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Columbus, OH
    1 day ago
  • $90k - $120k

    Our client seeks a Wealth Advisor in the financial planning and advisory department to join their...  ...goals. You’ll balance relationship management, financial plan development, and business...  .../strong book of business Series 65 license required Prior holistic financial planning... 
    Full time
    Seasonal work
    Work at office
    Flexible hours

    IsoTalent

    Dublin, OH
    2 days ago
  •  ...for them. As a Financial Advisor Services Analyst within JPMorgan...  ..., establishing and managing client relationships, educating...  ...Microsoft Suite ~ FINRA/NASAA licenses - Series 7; Series 63  ABOUT...  ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-... 

    J.P. Morgan

    Columbus, OH
    10 days ago
  •  ...Description Posted Tuesday, June 16, 2026 at 4:00 AM Harbor Group Management Company is a multi-billion dollar real estate investment and...  ...professionally with residents and vendors. Valid driver’s license required (for operating golf carts if applicable). #LI-ED2 WHAT... 
    Temporary work
    For contractors
    Work at office
    Local area
    Flexible hours

    Harbor Group International

    Columbus, OH
    3 days ago
  •  ...brighter way forward. What this job involves: As a Property Manager at JLL, you will provide leadership to your team and...  ...Business, Real Estate, Finance, or related field ~ Real estate license required within six (6) months of hire date ~3+ years of commercial... 
    Daily paid
    Local area

    JLL

    Columbus, OH
    3 days ago
  • $50k - $55k

     ...Property Manager IVYWOOD APARTMENTS - Columbus, OH 43229 Salary Range $50,000.00 - $55,000.00 Salary/year Property Manager Description...  ...at least 2 years of Affordable Housing experience required Licenses/Certifications: COS (beneficial), TCS (beneficial), and valid... 
    Work experience placement
    Work at office

    ABC Management

    Columbus, OH
    4 days ago
  •  ...Type Full-time Description Now Hiring: Property Manager Central Ohio | Full-Time Ready to level up your career in...  ...) Management experience (1 year required) Valid Driver's License Ready to join a company that's growing fast and doing things... 
    Full time
    Immediate start
    Monday to Friday
    Shift work

    Ardent Property Management

    Westerville, OH
    2 days ago
  • $85k - $120k

     ...implementation of policies, procedures and programs that will assure a well-managed, well-maintained building, placing maximum emphasis on positive...  ...or more projects with direct reports. Valid real estate license in States that require it. May perform other duties as... 
    Full time
    Contract work
    Temporary work
    Local area
    Shift work

    Newmark ltd

    Columbus, OH
    2 days ago
  •  ...financial goals, and advising on relevant products. A flexible schedule enhances work-life balance, alongside comprehensive training and development opportunities in financial planning and advisory, aiming to foster professional growth. #J-18808-Ljbffr Equitable Advisors
    Flexible hours

    Equitable Advisors

    Columbus, OH
    3 days ago
  • $23.67 - $24.94 per hour

     ...Property Manager CHN Office - Columbus, OH 43215 Overview Salary Range $23.67 - $24.94 Hourly Position Type Full Time Job Shift...  ...of self between properties Valid Ohio Driver's license and auto insurance. Understanding and working knowledge of affordable... 
    Hourly pay
    Permanent employment
    Full time
    Work at office
    Shift work

    Community Housing Network

    Columbus, OH
    5 days ago
  • $17 - $23 per hour

     ...Join to apply for the Property Manager (CRE) role at Cushman & Wakefield 2 days ago Be among the first 25 applicants Join to apply for...  ...CPM, RPA, or CSM designation or in process Possess real estate license Strong knowledge of finance and building operations Ability to... 
    Full time
    Contract work
    Work at office
    Local area

    Cushman & Wakefield

    Columbus, OH
    3 days ago
  •  ...extraordinary service and results.. As a Personal Advisor in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner...  ...Series 7  • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting... 
    Temporary work
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Westerville, OH
    7 days ago
  • $100k - $190k

    Position Overview As a Regional Sales Manager within PNC's Wealth Management, you will be based in...  ...Sales Managers lead a team of Financial Advisors and support staff within a highly collaborative...  ...: Bachelor’s degree required. Licenses and Certifications: Required FINRA... 
    Temporary work
    Work experience placement

    PNC Financial Services Group

    Columbus, OH
    3 days ago
  • A leading financial services firm is seeking a Client Advisor in Columbus, Ohio, to build long-term relationships with financial advisors...  ...to travel up to 80% of the time. Preferred qualifications include Series 7 and Series 63 licenses. #J-18808-Ljbffr JPMorgan Chase & Co.

    JPMorgan Chase & Co.

    Columbus, OH
    1 day ago
  •  ...loan. Maintain accurate closing schedules and funding schedules. Manage/resolve post-closing requests and/or suspense items on closed...  ...LLC 4131 Worth Ave, Suite 460, Columbus, OH 43219. Company NMLS# 50684. For information on MIF licensing, please visit #J-18808-Ljbffr... 
    Work experience placement
    Monday to Friday
    Flexible hours

    M/I Homes

    Columbus, OH
    4 days ago
  •  ...Annuity Advisor Team Lead As an Annuity Advisor Team Lead you will create a culture of...  ...starting to save to those with significant wealth, guiding them in incorporating annuities...  ...targets and objectives for the team, and manage, track, and analyze Key Performance Indicators... 

    JPMorgan Chase

    Westerville, OH
    5 days ago
  • $94.4k - $293.8k

     ...reinvention , and AI (including agentic AI). As a Transformation Manager / Senior Manager, you'll lead cross functional teams to...  ...certifications (GenAI, cloud, data, and claims systems) . Mentorship from senior leaders and opportunities to lead marquee P&C transformations... 
    Live in
    Work at office
    Local area

    Accenture

    Columbus, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor - Licensing & Mentorship. Be the first to apply!