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
$134k - $224k
...Company is looking for a Senior Investment Professional in Columbus, OH. This role involves optimizing investment portfolios, managing asset/liability strategies, and contributing to key investment decisions. Candidates must have a strong background in ALM and significant...Suggested- Huntington National Bank is seeking a Commercial Portfolio Manager-Senior in Columbus, Ohio. In this role, you will manage a moderately complex portfolio of commercial loans while collaborating with relationship managers and senior management to optimize customer relationships...Suggested
$134k - $224k
...Senior Investment Professional skilled in Asset/Liability Management and investment strategies. The successful candidate will leverage 8 to 12 years of investment experience, optimize portfolio allocations, and provide strategic contributions. This position offers a hybrid...SuggestedWork at officeRemote work- 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
- ...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
$93k - $189k
Description Summary: The Director - Corporate, Specialty and Government PM is a senior portfolio management role. The Director I is responsible for the management of a portfolio of commercial loans within the Corporate, Specialty and Government Banking division/Vertical...Work at officeRemote workWork from homeFlexible hours- Trader Hire is looking for equity options portfolio traders to build and manage options portfolios using firm capital. You will construct multi-strategy books with structured risk parameters. The role offers performance-driven compensation, with profit shares of 65-90%...Remote job
- ...WealthBridge Financial Group is seeking a results-oriented Senior 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...
- 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
- Huntington National Bank in Columbus, Ohio, is seeking a Wealth and Investment Premier Portfolio Manager - Senior to manage Trust accounts. The role... ...Focus on establishing the most suitable investment strategies tailored to client needs and maintaining current knowledge of...Remote job
- ...Management business while maintaining and growing the existing portfolio via phone. Leverage core knowledge to recommend and promote... ...mental health support, financial coaching, and additional benefits tailored to meet employee needs. Equal Opportunity Employer Chase is...
$73k
...Group, Inc. is seeking a Financial Solutions Advisor in Columbus, OH. This role involves consulting on investment and insurance strategies while managing and growing client... ...ideal candidate will develop financial plans tailored to client needs and educate branch staff...- ...navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and... ...for our clients. Our Financial Advisors are valued partners, and proud business... ...risk products, advisory & portfolio management solutions, Concierge...Full timeLocal area
- Senior Financial Advisor - Experienced Professionals... ...across all stages of wealth—accumulation, preservation... ...income planning, tax strategies, insurance solutions,... ...estate considerations—tailored to the unique needs of... .... 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
- ...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
$48.1k - $96.2k
...Company’s Most Innovative Companies. Our Team Is Growing Provide’s Credit team is looking for a bold, compassionate, and focused portfolio analyst to monitor and service an assigned portfolio and support the Credit team. In this role, you will focus on managing portfolio...Bank staff- Nationwide Mutual Insurance Company is seeking an Investment Analyst based in Columbus, OH. The position supports portfolio management, trading, and risk functions. Candidates should have a degree in finance or economics, with strong analytical and communication skills....
- Job Summary As a key member of Nationwide’s Finance team, the Investment Analyst supports portfolio management, research, trading, and risk functions. The role operates within 35 miles of Columbus, OH (One Nationwide Plaza). Key Responsibilities Support management of existing...Temporary workCasual workWork at officeRemote work
- ...center of a high-impact product organization defining platform strategy and building new data and analytics platform capabilities. You'... ...narrative on business value. Provide executive-level status reporting, tailored to audience and forum, ensuring transparency and accountability...
- First Commonwealth Bank is seeking a Portfolio Management support professional to assist in managing a portfolio of Corporate Banking clients. This role involves tracking loan performance, conducting financial analysis, and collaborating with Relationship Managers. The...
- Union Trust Bldg Pittsburgh, PA 15219, USA Helps to support the Portfolio Management team by performing portfolio monitoring tasks and reporting to ensure the portfolio is well‑managed and compliant. Manages an assigned portfolio of Corporate Banking clients as determined...Interim roleNight shift
- ...Company is seeking a Senior Investment Professional in Columbus, Ohio. This role involves managing relationships with complex client portfolios, driving investment solutions, and analyzing client objectives. The ideal candidate will have a Bachelor's degree in finance,...
- 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
$1,000 per month
...base Develop and execute on a business strategy Call on potential clients and set... ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... ...navigate their financial lives. Our tailored approach includes multiple financial strategiesinsurance...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$48.1k - $96.2k
Provide, powered by Fifth Third, is seeking a Portfolio Analyst to join their Credit team in Columbus, Ohio. This role involves managing portfolio risk, reviewing financial statements, and assisting with customer inquiries regarding financing opportunities. The ideal candidate...- ...operational excellence across product lines. As a Product Portfolio Operations Manager in Digital Comminications, you are a foundational... ...member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for...Shift work
- Job Overview Wealth and Investment Premier Portfolio Manager - Senior. Responsible for managing small/medium and less complex portfolios associated with Trust accounts, aligning investment strategies with client objectives. Responsibilities Work closely with Trust accounts...Work at officeFlexible hours
- STRS Ohio, STRSSTRS Ohio is seeking a Portfolio Manager, International Equity (Quantitative) to join the Investment/International Equity... ...development and implementation of STRS Ohio’s investment strategies with a goal of meeting the long-term performance objectives of...Casual workMonday to Friday
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