Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor for $5M-$10M Book

Farmers National Bank of Canfield

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 a Bachelor's Degree in Business (preferably Finance) and have at least one year of sales experience. Life, Accident & Health license and Series 7 licensing is required within six months of hire. Join a supportive team dedicated to delivering excellent service to our clients. #J-18808-Ljbffr Farmers National Bank of Canfield

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor for $5M-$10M Book in Columbus, OH vacancy
  • Job Title Senior Financial Advisor (RIA) - Bring Your Book | Lexington, KY Job Location Lexington, Kentucky Work Model Primarily in-office Working...  ...is hiring on behalf of a well-established independent wealth management firm with a significant base of assets under management... 
    Suggested
    Full time
    Work at office

    Inner Circle Agency Inc.

    Columbus, OH
    2 days ago
  • The Juris Agency is seeking an experienced Financial Advisor in Ohio. This position involves managing and growing your own book of business, delivering high-touch financial planning and investment management services. Candidates should have at least 5 years of experience... 
    Suggested

    The Juris Agency

    Columbus, OH
    1 day ago
  •  ...Rik Saylor Financial is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take...  ...your practice to the next level under our independent wealth management platform, benefiting from our resources, investment... 
    Suggested
    Work from home

    The Juris Agency

    Columbus, OH
    1 day ago
  • $100k

     ...Job Description Job Description Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None...  ...and cultivates client/member relationships with existing book of business Cultivates strong working relationships... 
    Suggested
    Bi-weekly pay
    Local area
    Remote work

    KEMBA Financial Credit Union

    Columbus, OH
    18 days ago
  • 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

    JPMorganChase

    Columbus, OH
    1 day ago
  • A major financial institution is seeking a Wealth Financial Advisor in Columbus, OH. Key responsibilities include meeting with clients to plan their financial futures and utilizing company-provided tools for operations. The ideal candidate has a minimum of 2 years of experience... 

    Corebridge Financial, Inc.

    Columbus, OH
    1 day ago
  • High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH) Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned... 
    Full time
    Private practice

    Talent Focus Executive Search and Consulting

    Columbus, OH
    4 days ago
  • WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals.... 

    WealthBridge Financial Group

    Lewis Center, OH
    4 days ago
  • JPMorgan Chase & Co. is seeking a Financial Advisor in Westerville, Ohio. In this role, you will provide comprehensive financial planning and advice to clients, ensuring an exceptional client experience through remote channels. You will need a valid Series 7 and Series... 
    Remote job

    JPMorgan Chase & Co.

    Westerville, OH
    3 days ago
  • A leading financial institution is seeking a Financial Advisor to serve the financial needs of Credit Union Members through a comprehensive sales approach. The role requires building strong relationships and providing professional service. Candidates should possess FINRA... 
    Remote job

    KEMBA Financial Credit Union Inc.

    Columbus, OH
    4 days ago
  • $30k - $75k

    Financial Advisor - Wright-Patt Credit Union LPL Financial partners with credit unions to offer a complete menu of financial services to...  .... This position will offer: The ability to service an existing book of business upon hire [IF APPLICABLE] The ability to build a strong... 
    Local area

    LPL Financial

    Columbus, OH
    2 days ago
  • A leading financial services firm in Columbus, Ohio is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance. The role emphasizes building client relationships and engaging with the community. A successful candidate will have... 

    JPMorganChase

    Columbus, OH
    2 days ago
  • Inner Circle Agency Inc. is seeking an experienced Senior Financial Advisor (RIA) in Lexington, KY. The role involves managing and leading...  ...qualifications include 10+ years of experience, a $40M+ client book, and a CFP® designation. This opportunity promises strong... 

    Inner Circle Agency Inc.

    Columbus, OH
    1 day ago
  • WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor to join their team in Lewis Center, Ohio. In this role, you will engage with clients to assess their financial objectives and provide tailored advice, leveraging your expertise in investment... 

    WealthBridge Financial Group

    Lewis Center, OH
    1 day ago
  • HFA Financial Advisor Senior - Branch page is loaded HFA Financial Advisor Senior - Branch Apply remote type Office locations Columbus,...  ...and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers... 
    Full time
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Columbus, OH
    4 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join... 

    Confidential

    Worthington, OH
    4 days ago
  • A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client... 

    Masis Professional Group

    Columbus, OH
    4 days ago
  •  ...product owner for Business Intelligence tools supporting Total CCB Workforce, CCB Operations, and CCB Real Estate Drive and manage book of work supporting new Business Intelligence tool build, partnering closely with dedicated Data & Analytics Effectively manage multiple... 

    JPMorgan Chase

    Columbus, OH
    2 days ago
  • $65k - $80.2k

    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... 

    U.S. Bank

    Columbus, OH
    1 day ago
  •  ...Financial Controller Associate, the function is primarily focused on ensuring the accuracy, integrity and timeliness of the Firm’s books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business... 
    Visa sponsorship

    JPMorgan Chase & Co.

    Columbus, OH
    3 days ago
  •  ...retail sales. Your success is measured through growing your own book of business and successfully partnering across the organization...  ...timely and effective solutions to client needs.Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in banking... 

    CFBank

    Columbus, OH
    2 days ago
  •  ...Associate in the Financial Control team, you are primarily focused on ensuring the accuracy, integrity and timeliness of the Firm’s books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business... 
    Full time
    Shift work

    JPMorgan Chase & Co.

    Columbus, OH
    4 days ago
  •  ...leading financial services firm is seeking a Financial Controller Associate in Columbus, Ohio, to ensure the accuracy of the firm's books and records. This role includes balance sheet reconciliation, variance analysis, and governance of general ledger accounts. The ideal... 

    JPMorgan Chase & Co.

    Columbus, OH
    2 days ago
  •  ...Associate in the Financial Control team, you are primarily focused on ensuring the accuracy, integrity and timeliness of the Firm's books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business... 
    Visa sponsorship

    JPMorganChase

    Columbus, OH
    4 days ago
  • A leading financial institution is seeking a Mortgage Loan Officer in Columbus, OH, to provide exceptional customer service and develop mortgage loan business. Key responsibilities include advising clients on loan options and maintaining strong client relationships. Candidates...
    Remote job
    Work at office
    Flexible hours

    Huntington Bank

    Columbus, OH
    1 day ago
  •  ...lifecycle. Responsibilities Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach in person, over the phone, or other channels. Use a consultative approach to uncover and... 
    Work at office

    Fifth Third Bank

    Powell, OH
    1 day ago
  •  ...into the world of asset businesses management? JP Morgan Asset & Wealth Management Finance and Business Management (AWM F&BM) is seeking...  ...Ensure the accuracy, integrity, and timeliness of the Firm’s books and records in compliance with US GAAP, focusing on general ledger... 
    Work experience placement

    JPMorgan Chase & Co.

    Columbus, OH
    21 hours ago
  • $19.16 - $31.94 per hour

    ## Financial Counselor - Zangmeister Cancer CenterApplylocations: US-OH-Columbustime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR6641**Location:**Zangmeister Cancer Center**Pay Range:**$19.16 - $31.94# **Job Description Summary:**A Financial counselor...
    Immediate start
    Remote work
    Monday to Friday
    Shift work
    Weekend work

    Zangcenter

    Columbus, OH
    4 days ago
  • A leading financial institution is seeking a Financial Controller Associate in Columbus, OH. The role focuses on maintaining the accuracy and integrity of the Firm’s financial records, performing general ledger reconciliations, and ensuring compliance with financial standards...
    Work at office

    JPMorgan Chase & Co.

    Columbus, OH
    3 days ago
  • $1,000 per week

    Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...
    Full time

    The Western and Southern Life Insurance Company

    Columbus, OH
    21 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor for $5M-$10M Book. Be the first to apply!