Financial Consultant - Columbus, OH
Dormont Manufacturing Co
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm’s brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your “go to” attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J-18808-Ljbffr Dormont Manufacturing Co
$28.85 - $33.65 per hour
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...business knowledge by using a defined consultative approach with clients to... ...Week 40 Pay Transparency Details US - OH - Columbus - 8890 Lyra Dr - Polaris (OH4675) Pay...SuggestedHourly payTraineeshipWork at officeShift workDay shift$25 - $27.88 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...of America) Hours Per Week 40 Pay Transparency details US - OH - Columbus- 1474 N High St (OH2213), US - OH - Columbus - 1650 Morse Rd...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...of America) Hours Per Week 40 Pay Transparency Details US - OH - Columbus - 3180 E Main St (OH2223) Pay Range $70,000.00 - $80,000.00 annualized...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$25 - $27.88 per hour
.... You accurately and efficiently process cash transactions and conduct deep conversations with clients to better understand their financial and life priorities and connect them with appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- ...and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow... ...ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and...Suggested
- ...and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow... ...ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and...
$97k - $180k
Financial Business Advisor (Financial Consultant) - P&C Finance As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion... ...passionate about delivering extraordinary care. Location: Columbus, OH (Hybrid) or Remote U.S. Function: Finance,...Remote jobFull timeTemporary workPart timeCasual workShift work- ...Title Personal Banker Associate 1 - Float: Central Columbus Location Columbus, Ohio 43201 General Function... ...Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the...Work experience placementWork at office
$44.72k - $57.5k
...within PNC’s Retail Branch organization, you will be based in Columbus, OH at the Tremont-Fishinger branch. PNC is an in-office company... ...experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow...Full timeTemporary workPart timeWork experience placementWork at officeShift work$80.9k - $115.5k
The Independent Educational Consultants Association is seeking a finance professional responsible for overseeing financial systems and support for design, implementation, modification, and maintenance of accounting systems. The role offers opportunities for training end...Remote job$73k
...contribute to the company’s success. As a Financial Solutions Advisor within PNC Wealth Management, you will be based in Columbus, OH. PNC is an in‑office company that fosters... ...OPT for this position. Job Description Consults on investment and insurance strategies, as...Full timeTemporary workPart timeWork experience placementWork at office- ...not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing...Work at office
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...; Greensboro, North Carolina; Allentown, Pennsylvania; Columbus, Ohio; Little Rock, Arkansas; Dallas, Texas; Providence, Rhode...Work at officeShift workDay shift
- Financial Relationship Banker - Short North Hybrid - Columbus, OH May 7, 2026 Pay information not provided Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$50k - $100k
...expert guidance on loan options tailored to client needs. Analyze financial data to identify the best financing solutions. Present loan... ...or purchases Where you’ll work You’ll join us on-site at our Columbus, OH headquarters: 711 N High Street, Columbus, OH 43215 Salary...Rotational programTemporary workLocal area- ...self‑motivated, driven by high-performance, and enjoy seeing financial reward for your hard work. You love sales and have an infinite... ...or purchases Where you’ll work You’ll join us on‑site at our Columbus, OH headquarters: 711 N High Street, Columbus, OH (remote options...Temporary workLocal areaRemote work
$63k - $124k
...Applyremote type: Officelocations: Charlotte, NC: Boston, MA: Columbus, OH: Chicago, ILtime type: Full timeposted on: Posted Todayjob... ...mezzanine, etc.), present complex deals, companies, and related financial information.* Work under critical time constraints, perform...Full timeH1bWork at officeRemote workFlexible hours- Description This role will be onsite at our Easton office in Columbus, OH or our One South Charlotte office in North Carolina. Summary RM I/Relationship Management Associate for CSG - Corporate Mortgage Finance, will be an important contributor within the Relationship...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...existing and prospective bank customers. Utilize and promote the consultative sales and service process using prescribed tools and... ...and Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify...Work experience placementWork at office
- ...product and/or service center internal and external customers. Consults and interprets contract provisions for current and past... ...through oral and written communication. Assists customers with financial transactions. Consults and interprets contract provisions for...Contract workWork experience placementWork at office
- Habitat For Humanity Of Durham is looking for an enthusiastic Account Manager to engage with members and assist them in achieving their financial goals. The role involves developing a personalized action plan to meet sales targets while fostering a supportive team atmosphere....
$42.64k - $52k
...within PNC’s Retail Branch organization, you will be based in Columbus, OH at the :Lincoln Village branch. PNC is an in-office company... ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...The Nonprofit financial consultant will advise our leadership team on how to secure funding for our future property and expansion goals. We are seeking somone familar with tradional and creative financing solutions, and who can help us identify lenders or funding partners...
$25.48 per hour
...to credit, helping millions move forward financially with clarity and confidence. As the leading... ...in‑person from one of our offices in Columbus, Austin, the Bay Area, or New York City (... ...available in the following locations: Columbus, OH (Easton, OH office) Time zone...Bi-weekly payHourly paySummer workCurrently hiringWork at officeLocal areaRemote workWork from homeShift work2 days per week- ...gather specific information relative to credit, employment, and financial history to obtain a loan approval Gathers, analyzes, and... ...abuse testing. M/I Financial, LLC 4131 Worth Ave, Suite 460, Columbus, OH 43219. Company NMLS# 50684. For information on MIF licensing,...Work at officeFlexible hours
- Fifth Third Bank is seeking a Float CSR/Teller for their South Columbus, OH location. This full-time position requires excellent customer service skills and the ability to handle cash effectively while providing support for daily transactions. The successful candidate...Full time
$33.75k - $56.25k
...within PNC’s Retail Branch organization, you will be based in Columbus, OH supporting the Columbus-North branch. PNC is an in‑office... ...experience by identifying opportunities to improve a customer’s financial wellbeing and create loyalty while increasing share of wallet...Full timeTemporary workWork experience placementWork at officeShift work- A technology consulting firm is seeking a Workday Senior Certified Financials Consultant, Record to Report. This remote role involves providing expertise in Workday solutions, leading client requirements, and ensuring data conversions. Candidates should have Workday certifications...Remote job
- ...transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Adaptive Insights Consultant, your primary responsibilities may include: Identification of...Work experience placementWork at officeLocal area
$80.9k - $115.5k
...candidate will be based in the Greater Columbus area, also open to remote candidates in... ...travel as needed for project work. What Financial Systems contributes to Cardinal Health... ..., state or local law. #J-18808-Ljbffr Independent Educational Consultants AssociationTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant - Columbus, OH. Be the first to apply!
- senior financial advisor Raleigh, NC
- project finance associate Raleigh, NC
- financial advisor part time Raleigh, NC
- financial planner Raleigh, NC
- senior wealth advisor Raleigh, NC
- financial planning associate Raleigh, NC
- oracle financial functional consultant Raleigh, NC
- financial advisor associate Raleigh, NC
- jde finance consultant Raleigh, NC
- financial advisor development program Raleigh, NC

