Wealth & Investment Advisor
$75k - $125kFairygodboss
Fairygodboss is seeking applicants in Columbus, Ohio for a role focused on investment strategies and client relationships. The position requires a minimum of 3 years in the financial industry and relevant certifications, along with strong skills in client engagement. You will be responsible for consulting on financial plans, developing investment and insurance strategies, and educating internal partners on opportunities. A comprehensive benefits package is available, alongside a competitive salary range of $75,000 to $125,000 per year. #J-18808-Ljbffr Fairygodboss
- Job Description If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients... ...that experience. This is the team for you. As a Financial Advisor , in JPMorgan Investments Direct , you will work in a team based...SuggestedWork at officeRemote work
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier... ...that experience. This is the team for you. As a Financial Advisor , in JPMorgan Investments Direct , you will work in a team based...SuggestedWork at officeRemote work
- Job Title Senior Financial Advisor (RIA) - Bring Your Book | Lexington, KY Job Location... ...on upside Full infrastructure including investment management, compliance, and... ...behalf of a well-established independent wealth management firm with a significant base...SuggestedFull timeWork at office
- A leading financial institution is seeking a Financial Advisor Services Analyst in Columbus, Ohio. This role involves prospecting business opportunities, managing client relationships, and creating client presentations. The ideal candidate will have a 4-year degree and...Suggested
- A real estate brokerage in Ohio seeks a Residential Investment Real Estate Advisor to represent clients in transactions involving residential and multifamily investment properties. Candidates must hold an active Ohio real estate license and possess strong communication...Suggested
- Benefits: Opportunity for advancement Paid time off Training & development Residential Investment Real Estate Advisor Location: Columbus, OH (Serving Statewide Ohio Markets) Position Type: Full-Time Compensation: Commission-Based (No Income Cap) About Reafco: Reafco...Full time
$134k - $224k
...advisory services. Candidates should have a Bachelor’s Degree in finance or a related field and 8-12 years of experience in finance/investments. Exceptional analytical and communication skills are essential. Benefits include medical coverage and a 401(k) plan. Salary...- ...FUNCTION: Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily focused on... ..., and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain and attract new investment assets. Responsible...Bank staff
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies...
- ...Overview First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. Responsibilities...Local areaFlexible hours
- ...First Merchants Bank is seeking a Wealth Advisor III in Columbus, Ohio to develop new client relationships and coordinate investment management and fiduciary solutions for new clients. The ideal candidate will have at least three years of sales or financial services experience...Local area
- First Merchants is seeking a Wealth Advisor III to join our team! This position will develop new client relationships through prospecting efforts and coordinate development of investment management, private banking and fiduciary solutions for new clients. As part of...Local areaFlexible hours
- TwinThread is seeking 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...
- IL0511 Chicago LPO, OH0713 NW Bancshares HQ Job Description The Credit Analyst III - Equipment Finance is responsible for performing financial statement spreading, underwriting and credit analysis to support commercial lending and commercial loan portfolio management...Local area
- ...Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources ~ One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success...Full timeLocal area
$75k - $125k
...will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office- VC Stack in Columbus, Ohio is seeking a Strategic Investment Associate to assist in the execution of strategic investments and non-bank acquisitions. The ideal candidate should have a Bachelor’s Degree and at least 2 years of experience in a financial or investment role...
- A real estate advisory firm in Columbus, OH, is seeking a Multifamily Investment Sales Advisor to build a career in investment sales. This full-time role emphasizes mentorship, performance-driven compensation, and the opportunity to engage directly with multifamily owners...Full time
$118.69k - $189.91k
...business expertise and exceptional support; act as a strategic advisor Meet continuing education standards required for job function... ...cutting edge of health care delivery with a team that's deeply invested in the community. ~ Work-life balance, flexibility, and the...Local area$138k - $243k
Actuary - Personal Lines Pricing As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just ...Full timeTemporary workPart timeCasual workRemote work- Nationwide Mutual Insurance Company is seeking a Sr Actuary for Protected Retirement Product Development & Pricing in Columbus, Ohio. The role emphasizes developing innovative lifetime income solutions for defined contribution plans, ensuring compliance with regulations...Remote work
- Position Overview Middle Market Actuary – Drives pricing strategy and profitability for commercial lines products in the middle market segment. Works closely with underwriting, product, and finance teams to deliver data‑driven insights and innovative solutions. Key...Temporary workCasual workRemote work
$129.3k - $177.8k
Become a part of our caring community The Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses, and works...Bi-weekly payFull timeTemporary workApprenticeshipWork experience placementRemote workWork from homeHome officeShift work- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) Direct... ..., sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their...Full timePrivate practice
- Farmers National Bank of Canfield is seeking a financial advisor to manage a portfolio of clients with investments totaling between $5-10 million. The role involves providing financial advice, conducting client meetings, and generating new sales leads. Candidates must hold...
- First Merchants Bank is seeking a Wealth Advisor III in Columbus, OH to develop new client relationships through prospecting efforts. The role involves coordinating investment management, banking, and fiduciary solutions for new clients. The ideal candidate holds a Bachelor...
- Job Description Day to Day: As an Actuary, you'll show a mastery of business operations, systems and actuarial methodologies. You will provide leadership, direction and oversight for the performance of sophisticated actuarial techniques and procedures and risk analysis...Work at office
$143k - $243k
At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Senior Principal Actuary - REMOTE Job Description...Work experience placementLocal areaRemote workVisa sponsorshipWork visa- Nationwide Mutual Insurance Company is seeking a skilled Actuary for its Institutional Life team, focusing on COLI/BOLI pricing strategy. You will lead and support new business pricing while collaborating with diverse stakeholders to enhance documentation and drive process...Remote work
$143.62k - $229.79k
...Preferred What You'll Get ~ The opportunity to work at thecutting edgeof health care delivery with a teamthat'sdeeply invested in the community. ~ Work-life balance, flexibility, and the autonomy to dogreat work ~ Medical, dental, and vision...Local area
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