Senior Wealth Planner — Data-Driven Financial Plans
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC, located in Columbus, Ohio, is looking for a Senior Wealth Planning Associate. The role involves assisting a Financial Advisor in delivering financial plans and supporting client relationships. Candidates should have two years of experience in financial planning and relevant licenses including CFP and Series 7. The position offers a competitive package with benefits like Paid Parental Leave, Paid Time Off, and Professional Development Assistance. Join a firm that values high ethical standards and client satisfaction. #J-18808-Ljbffr Janney Montgomery Scott LLC
- Janney in Columbus, OH is seeking a Senior Wealth Planning Associate to deliver tailored financial planning services. You'll analyze data, develop client recommendations, and assist teams in implementing investment strategies. The successful candidate will have at least...DataSenior
- ...Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects. Applicants must have a Bachelor...Senior
- JPMorgan Chase & Co. seeks a Paid Media Strategist-Senior Associate in Columbus, Ohio, to manage customer acquisition campaigns through... ...The ideal candidate will support marketing decisions through data-driven insights and lead cross-functional teams to deliver integrated...DataSenior
$96k - $181k
KeyCorp in Columbus, Ohio, is seeking a Wealth Planner to deliver financial planning experiences to high net worth clients of Key Private Bank. Responsibilities include leading planning engagements, collaborating with Relationship Managers, and contributing to planning...Senior- ...J.P. Morgan’s Asset & Wealth Management Operations team... ...processes and prepare senior management for internal... ...presentations, compile data and draft talking... ...experience in or related to financial services strategy, business... ...and/or financial planning. Comfortable with ambiguity...DataSenior
- Senior Wealth Planning Associate - Columbus, OH Janney Montgomery Scott LLC, 1070 Yard Street, Columbus... ...is an award-winning full-service financial services firm committed to understanding... ...Responsibilities Gather and analyze data, develop financial planning recommendations...DataSeniorImmediate startWork from home
$79.3k
...messaging. Customer Segmentation & Targeting: Utilize customer data and insights based on demographics, behavior, and preferences to... ...years of experience with campaign reporting, data analytics, and AI-driven marketing strategies to drive continuous optimization. Preferred...DataSeniorFor contractorsWork at officeLocal areaRemote work3 days per week- ...Chase is seeking a Paid Media Strategist-Senior Associate to oversee customer... ...various paid channels. This role requires a data-driven marketer who can coordinate concurrent campaigns... ..., including health care coverage and retirement planning. #J-18808-Ljbffr JPMorgan ChaseDataSenior
- ...seeking a talented Senior Test Design and Campaign Planning Consultant to join our... ...include forecasting financial returns, assessing... ...based on historical data Ensure adherence to... ...mitigating and compliance-driven culture which firmly... ...Banking, and Wealth & Investment Management...DataSeniorFull timeWork experience placement
$74.1k - $148.3k
...functional teams to transform complex data, technical concepts, and... ...deliver high-quality, data-driven presentations that clearly communicate... ...401(k) Savings and Investment Plan with company match # Paid... ...Stock Purchase Plan # Financial planning and group legal # Voluntary...DataSeniorTemporary workFlexible hoursShift work- ...As a Paid Media Strategist‑Senior Associate on the Acquisition... ...advertising channels. You should be a data‑driven performance marketer, and you... ...-driven, strategic marketing plans that produce measurable... ...digital marketing and paid media Financial services industry experience...DataSenior
$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great... ...$15MM net worth) with complex financial needs. This role partners closely with... ...overall client experience through advanced planning expertise. Please see below for specific...SeniorBank staffShift work- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will... ...opportunities, retirement planning, and wealth management strategies... ...client relationships. If you are driven by results and have a deep commitment...Senior
- ...Associate Planner At Designer Brands, we are the proud... ...business. You'll turn data into insights that... ...results across key items. Planning & Strategy • Build... ...strategies into actionable financial plans using Enterprise... ...by sharing data-driven insights to optimize forecasts...DataRemote work
- ...challenges. At WSP, we are driven by inspiring the right... ...a Lead Environmental Planner/Senior Siting Specialist for... .... Your Impact Plan, execute, and lead siting... .... Gather background data for project areas, prepare... ...providing health and financial stability throughout...DataSeniorFull timeWork at officeLocal areaFlexible hours
- JPMorganChase is looking for a Senior Associate in their Banking & Wealth Management Controllers team, located in Columbus, Ohio. This role involves reporting... ...drive initiatives that streamline processes, enhance data analysis, and ensure compliance with evolving...DataSenior
- McGraw Hill is seeking a Senior Technology Recruiter to lead recruitment efforts for the Digital Enterprise Services division. This role demands a strategic partner who utilizes data-driven recruiting and AI technology to build exceptional tech teams that drive innovation...DataSeniorRemote job
- ...of the world’s most innovative financial organizations. As a Senior Product Associate in Wealth Management Product, you contribute... ...and discovery Considers and plans for upstream and downstream implications... ...Developing knowledge of data analytics and data literacy #J-...DataSenior
- Datavant is actively seeking a Strategic Engagement Lead in Columbus, Ohio. This position is pivotal in driving measurable outcomes for clients in the biopharma segment through effective relationship management and strategic program oversight. The ideal candidate will have...DataSenior
- RadNet, Inc. is seeking a Senior Analyst for Business Strategy and Analytics in Columbus, Ohio. This role involves developing analytical... ...in a corporate retail analyst role, with strong skills in data evaluation and effective communication. This position supports both...DataSeniorRemote job
- .... The ideal candidate will have over 2 years experience in digital marketing, a strong understanding of social advertising, and the ability to analyze performance data. Additional perks include unlimited PTO and comprehensive health benefits. #J-18808-Ljbffr DirectiveDataSeniorRemote job
- JPMorganChase seeks a Paid Media Strategist - Senior Associate in Columbus, Ohio, to lead customer acquisition marketing campaigns. The... ...advertising campaigns and collaborating across functions while leveraging data analytics to optimize performance. Candidates should have at...DataSenior
$83.4k - $101k
Maximus is looking for a Sr. Analyst - Data Analytics to support Federal Student Aid programs. This remote role involves developing analytical methods, implementing KPIs, and leveraging SQL and Python with large datasets. The successful candidate will lead cross-functional...DataSeniorRemote job$79.5k - $144.1k
...Senior Category Strategist The Senior Category Strategist works... ...Essential Job Functions Plans and analyzes for multiple categories... ...and external category spend data, market trends, and insights.... ...Contract Management Financial Analysis Financial Budgeting...DataSeniorFull timeContract workTemporary workWork at officeImmediate startRemote workWork visaFlexible hours$121k - $201k
Nationwide in Columbus, OH is seeking a Senior Investment Professional to drive data strategy and improve business decision-making. The ideal candidate will... ...201,000 annually. Benefits include medical coverage, a pension plan, and paid time off. #J-18808-Ljbffr NationwideDataSeniorWork at officeRemote work- Scope of Position Senior Facility Planners at The Ohio State University Wexner Medical Center (OSUMC)... ...collaboratively in a comprehensive strategic-based planning approach. They plan and manage project... ..., standards, conceptual designs, data management, research, presentations,...DataSeniorTemporary workWork at officeRelocation
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...You will review and analyse financial data, prepare and file tax returns... ...creative tax solutions. As a Senior Associate you will analyze...DataSeniorFull timeH1b- ...shaping the future of wealth management advisory solutions... ...program with strong senior leadership support and... ...wealth management or financial services. ~ Track record... ...Ability to leverage data and analytics to drive... ..., a retirement savings plan, backup childcare, tuition...DataSeniorWork at office
$90k - $110k
...challenges. At WSP, we are driven by inspiring the... ...a search for a Senior Environmental Planner/Siting Specialist for... ...offices. Your Impact Plan, execute, and lead siting... .... Gather background data for project areas,... ...providing health and financial stability throughout...DataSeniorLocal area- ...a Private Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services background and proven sales success are essential. Applicants should hold a Bachelor’s degree, have over six...Senior
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