Tech-Driven, Client-Focused Financial Advisor
JPMorgan Chase & Co.
JPMorgan Investments Direct in Columbus seeks a Financial Advisor to deliver comprehensive financial planning and investment advice in a client‑facing, team environment. You will help clients identify goals, explain products, and provide an exceptional experience through in‑person and remote channels, with a focus on service quality. Required licenses: Series 7 and Series 66 (or ability to obtain within 60 days); state licensing across all states; bachelor’s degree preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...represent the Chase brand in-branch, delivering hospitality-driven service while leveraging modern banking tech to meet clients’ needs. You will grow and manage client relationships, presenting thoughtful financial solutions and facilitating a seamless experience. The...SuggestedWeekend workAfternoon shift
- JPMorgan Chase is seeking a Financial Advisor for JPMorgan Investments Direct to provide comprehensive financial planning and investment guidance to clients. You will build strong client relationships, educate clients on digital tools, and deliver tailored advice across...SuggestedWork at office
- Bank of America in Columbus, OH is seeking a client‑focused Banking Associate who serves as the first point of contact for financial center clients, uncovering personal banking needs and offering suitable solutions. You will guide customers through self‑service options,...Suggested
- Confidential Jobs in Columbus, OH seeks a Client Credit Analyst to analyze client creditworthiness, assess payment trends, and support new client setup. You will partner with Billing and Accounts Receivable and coordinate with branch locations to verify information and...Suggested
$37.44k
...will manage a portfolio, recommend loan solutions, and collaborate with stakeholders to complete transactions. The role requires a focus on customer relationships and adherence to lending guidelines. Base salary is listed at $37,440, and the position emphasizes in-office...SuggestedWork at office$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...Private Client Program and will focus on the entire client... ...with a plan-based approach to financial advice. As a PCB, you will deliver...Hourly payWork experience placementDay shift- TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively. We seek candidates with a 4-year degree and at least 2 years of experience...
- ...Our Sales teams help our clients build stronger portfolios, for... ...We meet them with a singular focus: to offer investment solutions... ...that’s best for them. As a Financial Advisor Services Analyst within... ...quality work in a deadline driven environment Intermediate to...
- First Financial Group / Bull Harbor Capital is expanding our financial advisory team and developing a growing initiative focused on the business of youth and amateur sports. We are looking for a Financial Advisor who wants to build a practice with the resources of an established...
- Antolino & Associates in Columbus, OH is seeking a Lead Financial Advisor to deliver tailored financial plans, structure client portfolios, and analyze insurance and cash flow needs for both existing and new clients. You will lead client relationships, collaborate with...
- Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning, and portfolio allocations, with potential to lead less complex client relationships. You will prepare client plans, document discussions...
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...Private Client Program and will focus on the entire client... ...with a plan-based approach to financial advice. As a PCB, you will deliver...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...Associate Relationship Banker to represent our brand with hospitality, using the latest banking solutions and technology to meet clients’ financial needs. You will welcome walk-ins and guide conversations toward thoughtful solutions that help clients and branches succeed....
- ...States seeks a Relationship Banker to build and maintain meaningful client relationships at a branch. You will use banking solutions and... ...as needed. The role requires licensing, compliance with financial regulations, and availability for branch hours including weekends...Afternoon shift
- ...administrative support for registered securities representatives and clients in a fast-paced banking environment. Requires SIE, Series 7/66 (or 65/63), life/health licenses, and 5+ years in brokerage/financial services; strong communication and MS Office skills essential....
- ...Columbus, OH is seeking a Customer Service representative to engage clients in the lobby and educate them on self-service resources such as... ...transactions and connect clients with solutions to meet their financial goals. This role emphasizes building client relationships,...Work at officeWeekend work
- ...We are seeking a motivated and client-focused Financial Advisor to join our team. In this role, you will build and manage relationships with clients, providing personalized financial planning and investment advice. You will have access to industry-leading tools, a strong...
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First... ...time-tested financial principles and a client-first philosophy. We inspire and motivate... ...our Nation’s military families, you will focus on financial plans that are constantly...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$95k - $120k
...innovative technology, and dedicated client service. We focus on making choices clearer, transitions... ...have gained favor over the past decade, driven by innovations, and Great Gray has... ...dedicated industry verticals, including financial services, healthcare, technology and government...Work experience placementLocal areaRemote workVisa sponsorship- High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor... ...message the job poster from Talent Focus Executive Search and Consulting Talent... ...for their High Net-worth Private Client practice in Cleveland or Columbus- this...Full timePrivate practice
- ...Director of Wealth Management & Financial Resources Status: Exempt Objective The Financial Advisor is responsible for serving the... ...Union Maintains and cultivates client/member relationships with... ...include close, distance vision, and focus adjustment. Laptop: Yes Remote...Local areaRemote work
$19.15 per hour
...are seeking motivated and customer-focused professionals to join our team as Financial Representatives . This role is... ...providing exceptional support to clients in the financial services sector... ...pressure. Highly professional, career-driven, and committed to delivering...Hourly payContract work- ...At SmartBank, we believe that financial success starts with trusted... ...are committed to helping our clients, associates, and communities... ...Financial Services, our Financial Advisors have access to a respected... ...and the support of a community-focused bank. This unique combination...Temporary workWork at office
- ...retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You'll provide personalized retirement... ...radio, digital campaigns, and live events allowing you to focus on advising clients and closing business. Key Responsibilities Conduct...
$65k - $75k
...Strategic Talent Partner to Boston’s Financial Services Industry | Executive... ...an experienced Associate Advisor to join a growing,... ...someone with proven advisory and client service experience who thrives... ...in a high-touch, relationship-driven environment. Base pay range...Full timeWork at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your... ...start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at office$19.17 per hour
Overview Jr. Financial Representative - Columbus, OH (Recent grads are... ...motivated and customer-focused professionals to join our team... ...providing exceptional support to clients in the financial services... ...Highly professional, career-driven, and committed to delivering...Hourly pay$45k - $100k
...Financial Advisor Opportunity Join a financial services firm where your contributions are valued... ...people come first. With over 9 million clients and 20,000 financial advisors across... ...proud to be privately-owned, placing the focus on our clients rather than shareholder...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$42.33k
...Financial Wellness Expert - Wright-Patt Credit Union Locations Location... ...Gather, review, and analyze client financial information,... ...Meaningful, one-on-one conversations focused on real financial challenges... ...shared values and a mission-driven culture Required...Full timeCasual workWork at officeLocal areaRemote work$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the... ...Personal Bankers engage clients in deeper... ...to assist in client's financial wellness both in person... ...a client first, sales-driven, self-motivated, and competitive... ...of business partners - focusing on client acquisition...Hourly payWork experience placementDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tech-Driven, Client-Focused Financial Advisor. Be the first to apply!
- hospital customer service representative Columbus, OH
- customer service representative data entry Columbus, OH
- client service specialist Columbus, OH
- client retention specialist Columbus, OH
- customer success specialist Columbus, OH
- senior service representative Columbus, OH
- card services representative Columbus, OH
- service agent Columbus, OH
- e-commerce customer service representative Columbus, OH
- customer advisor Columbus, OH


