Wealth Strategy Advisor: Tailored Portfolios
$65k - $80.2kU.S. Bank
A major financial institution in Columbus, Ohio, seeks a Wealth Management Advisor to lead investment planning and manage client portfolios. The ideal candidate will have a bachelor's degree, a financial sales background, and relevant licenses. This role involves building client relationships and advising on tailored investment strategies. Benefits include healthcare, a 401(k) retirement plan, paid vacation, and more. The estimated salary range for this position is between $65,000 and $80,200 annually. #J-18808-Ljbffr U.S. Bank
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Advisor: Tailored Portfolios in Columbus, OH vacancy
- ...financial institution is seeking a Wealth Management Advisor in Columbus, OH to lead investment planning and deliver tailored financial strategies. This role requires strong financial... ...their goals and construct investment portfolios, utilizing various financial products...Suggested
- Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication...Suggested
- A wealth management firm in Columbus, Ohio, is seeking a full-time Retirement Client Manager to help... ...with their retirement planning and financial strategies. The role involves providing tailored solutions, managing portfolios, and ensuring compliance with industry...SuggestedFull time
$57k - $113k
Huntington National Bank is seeking a Consumer Finance Direct Lending Portfolio & Risk Specialist to oversee credit risk performance for consumer lending products. Located at any corporate office, this role requires 5-10 years of experience in consumer lending or credit...SuggestedRemote jobWork at officeWork from homeFlexible hours- ...Analyst I in Columbus, Ohio. In this role, you will perform credit analysis, underwriting, and monitoring of the commercial loan portfolio, ensuring accurate credit assessments and collaborating in loan committee meetings. Ideal candidates will have at least a Bachelor...Suggested
- A financial institution in Ohio is seeking a Portfolio Manager to manage a complex portfolio of corporate banking clients. The role requires extensive credit analysis skills and the ability to grow relationships with clients. Ideal candidates will have a Bachelor's degree...Remote work
$107k - $130k
...Job Title: Assistant Vice President, Specialty Deposit Portfolio Manager Location: OH - Columbus What you'll do:... ...Deposit Portfolio Manager you will be responsible for delivering tailored, exceptional service to law firms, legal professionals, and fiduciary...Western Alliance Bank
Columbus, OH12 hours ago- ...seeking an experienced Financial Advisor with an established book of... ...level under our independent wealth management platform,... ...developing customized financial strategies tailored to their unique goals. Provide... ...enhance client service and portfolio management. Identify new...Work from home
- ...for seasoned financial advisors who are ready to... ...across all stages of wealth—accumulation, preservation... ...income planning, tax strategies, insurance solutions,... ...estate considerations—tailored to the unique needs of... ...relationships. Skilled in portfolio and wealth management,...For contractorsLocal areaFlexible hoursShift work
- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial... ...planning tools, and world-class investment strategies, you will empower your clients to... ...financial freedom and security by delivering tailored wealth solutions. Comprehensive Support...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...
- WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with... ...their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your...
- ...looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio... ...their financial objectives and provide tailored advice, leveraging your expertise in... ...retirement planning, and wealth management strategies. Strong analytical skills, effective...
$78.4k - $107.8k
...CenterWell Customer Experience (CWCX) Experience Strategy & Insights team. You will help translate... ...statements, and insight narratives tailored to business and CX partners. Contribute... ...Support development of prioritized CX portfolios and roadmaps in consideration of...Bi-weekly payFull timeTemporary workApprenticeshipRemote workWork from homeHome office- ...boutique real estate investment firm with a handpicked commercial portfolio of assets across Ohio, Florida, and Jamaica. We pride ourselves... ...through strategic property acquisitions. This hybrid role is tailor‑made for someone who loves to solve problems, manage details,...Flexible hours
- ...Network Optimization and the One Chase Sales Strategy. In this role, you will serve as a... ...for ongoing business case development and portfolio reviews; ensure assumptions and... ...insights and executive‑level presentations tailored to senior stakeholders. Strong quantitative...Local area
$98.99k - $128.69k
AEP Service Corporation in Columbus, Ohio is seeking a Tech Business Analyst Principal (Portfolio Analyst). This senior strategic role involves analyzing technology investments across multiple business portfolios, working with Technology leadership and stakeholders to ensure...$57k - $113k
...office location. Summary The Consumer Finance Direct Lending Portfolio & Risk Specialist plays a key role in overseeing the credit risk... ...Product, Operations, and Technology teams to ensure portfolio strategies align with regulatory expectations, company risk appetite, and...Full timeWork at officeRemote workWork from homeFlexible hours- Join to apply for the Wealth Management Solutions, Portfolio Manager, Analyst/Associate role at JPMorganChase... ...providing leverage for investment advisors and other front office partners as... ...responsible for implementing the investment strategy and portfolio construction as...16 hoursFull timeWork experience placementRemote workShift work
- A real estate services company in Columbus, Ohio, is seeking a Portfolio Services Analyst to support property operations and ensure accurate financial processes. The role involves managing vendor invoices, onboarding, lease audits, and assisting with financial reporting...
$60.13k
Position Summary The Portfolio Services Analyst supports property‑level and portfolio‑level operations by partnering closely with the Portfolio Services team, property operations, accounting, and asset management. This role is responsible for executing key accounts payable...Work at office$98.99k - $128.69k
...posting end date.Job SummaryThe Tech Business Analyst Principal (Portfolio Analyst) is a senior strategic role responsible for analyzing,... ....Provide insights on investment performance, optimization strategies, and risk management.Preferred Skills & Experience:Portfolio &...Work experience placement- Portfolio Manager - SBA page is loaded## Portfolio Manager - SBAlocations: Columbus, OHtime type: Full timeposted on: Posted Todayjob requisition id: R-101119OH0713 NW Bancshares HQ**Job Description**The Commercial Portfolio Manager II is responsible for the ongoing monitoring...Work at office
- ...to large projects.The successful candidate will be part of a portfolio responsible for multiple applications that facilitate information... ...corporation.Job DescriptionWhat You'll Do:Formulate business strategies and operations to develop technology capability portfolio...Work experience placement
- OH0713 NW Bancshares HQJob DescriptionThe Commercial Portfolio Manager II is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit policy, loan agreements, and applicable banking...Interim roleWork at office
- Huntington Bank is seeking a Portfolio Manager II in Columbus, OH. This full-time role involves managing a portfolio of commercial loans, underwriting complex loans, and collaborating with various internal partners. A Bachelor's Degree in Finance or related field and at...Remote jobFull timeWork at officeFlexible hours
- Northwest-Bank in Columbus, Ohio is seeking a Commercial Portfolio Manager II to oversee the monitoring of commercial loans, ensuring compliance with credit policies and timely reporting. You will interact closely with Commercial Banking Relationship Managers and engage...
- Northwest Consumer Discount Company is seeking a Portfolio Manager in Columbus, OH, to monitor commercial loans and ensure risk ratings comply with regulations. This full-time position requires a Bachelor's degree and 3-5 years of related experience in commercial lending...Full time
- ...through close-and beyond. Expect meaningful reps in diligence, underwriting, financial modeling, credit memos, and documentation, plus portfolio management including upsizes, add ons, and amendments. You'll see the full deal lifecycle, get direct exposure to sponsors and...Work experience placementWork 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...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategy Advisor: Tailored Portfolios. Be the first to apply!
Related searches
- entry level financial advisor Columbus, OH
- jde finance consultant Columbus, OH
- financial advisor Columbus, OH
- financial planner cfp Columbus, OH
- financial planner Columbus, OH
- senior financial advisor Columbus, OH
- financial planning assistant Columbus, OH
- financial advisor associate Columbus, OH
- associate financial representative Columbus, OH
- financial counselor Columbus, OH