High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)
Talent Focus Executive Search and Consulting
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 international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Cleveland or Columbus- this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial / Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience : 5-10 years of proven success in sales, business development, and relationship management. Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location : Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey! Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Sales, and Business Development Industries Financial Services, Investment Management, and Capital Markets Referrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2x Sign in to set job alerts for “Wealth Management Advisor” roles. Oxford, OH $80,000.00-$150,000.00 1 month ago Sr. Manager, Wealth Advisor – Schwab Wealth Advisory Canton, OH $70,200.00-$125,000.00 17 hours ago Cincinnati, OH $100,000.00-$130,000.00 4 days ago Personal Financial Counselor; Canton, OH Canton, OH $53,125.00-$84,995.00 3 weeks ago Cincinnati, OH $150,000.00-$220,000.00 2 days ago Consultant, Investment Management Group-Business Development Seven Hills, OH $126,820.00-$149,200.00 17 hours ago Financial Advisor (Training Provided, Career Changers Encouraged To Apply) Canton, OH $70,200.00-$125,000.00 1 week ago Stow, OH $47,000.00-$125,000.00 1 month ago J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
- ...Position: Lead Financial Advisor You will be responsible for delivering value to existing... ...advisors as needed to service ultra-high net worth "Advanced" clients who require more... ...time. This position is based in Columbus, OH. We have multiple offices and are...High net worthImmediate start
$19.17 per hour
...Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare coverage... .... This role is primarily focused on handling high-volume inbound calls within a call center environment, providing...SuggestedHourly pay- ...approved branch sites listed below: Columbus As a Client Support Specialist, you... ...focused on enhancing relationships with our high net worth clients who have assets of $250,000 to... ...90 days ~2-3 years of previous financial services experience The Skills You...High net worthRemote work
$75k - $95k
Location 2780 Airport Drive, Columbus, OH, 43219, United States... ...serves as the trusted advisor and primary... ...owner’s operational, financial, and service expectations... ...bespoke services, and high‑touch interactions tailored... ...of ultra‑high‑net‑worth individuals. Monitor...High net worthBi-weekly payFull timeWork at officeMonday to FridayWeekend workAfternoon shift- Financial Planning & Analysis - Senior Associate job at JPMorgan Chase & Co.. Columbus, OH. Job Description Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-...SuggestedFull timeTemporary workH1bLocal areaImmediate startRelocationWork visaRelocation packageFlexible hours
- ...Investments is seeking an experienced Loan Officer to join our Columbus, OH market. You must live in the local metro area. This is a rare... ...relationships within the local real estate investor community is highly desired. Mindset: Self-motivated, entrepreneurial, and...Temporary workLive inLocal area
- ...Maintain knowledge of the bank policies and financial center procedures, and take... ...Knowledge, Skills and Abilities Required High school diploma/GED. Work involves extensive... ...computer screens. Position CSR/Teller – Columbus, OH (Lincoln Village) – Full Time At Fifth Third...Full timeWork at office
- ...role will be expected to travel to various Financial Centers within the market.... ...KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: High school diploma/GED. Work involves extensive... ...be required. Float CSR/Teller - South Columbus, OH - Full Time At Fifth Third, we...Full timeWork at office
$125 per hour
...Direct job at Mutual of Omaha Mortgage. Columbus, OH. Join the winning team, with the brand recognitionof... ..., understand and analyze the full financial situations of our customers. Our goal is... ...to get things done Ability to handle high volume of phone calls Basic computer...Flexible hours- ...and seamlessly guide them to where their financial needs can be met Provide follow up to... ..., SKILLS AND ABILITIES REQUIRED: High school diploma/GED. Work involves extensive... ...computer screens. Lead CSR/Teller- Columbus, OH - Full-Time At Fifth Third, we...Full timeWork at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$20.25 - $24.75 per hour
...Branch Location: 946 S. Hamilton Rd. Columbus, OH 43213 Client Relationship Consultants... ...asking questions and learning about their financial needs, and banking channel preferences.... ...employment. Basic Qualifications: High school diploma or equivalent...Temporary work$93k - $189k
...Review Officer (Huntington National Bank) – Columbus, OH The Senior Credit Review Officer is... ...management skills with ability to deliver high quality results while meeting deadlines,... ...progress toward MBA, CPA, or Financial Risk Manager. Technical accounting (GAAP...Work at officeRemote workFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Executive Director or Vice President (Columbus, OH) We are actively looking for... ...preserving, and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to... ...employer and place a high value on diversity and inclusion...Temporary workWork experience placementLocal area
$80k - $90k
Job Description Merrill Wealth Management is a leading provider... ...and guidance. Merrill’s Financial Advisors and Wealth Management... ...responsible for working with high-net worth individuals identifying... ...Transparency Details US - OH - Columbus - 8890 Lyra Dr - Polaris (...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...minimum of 72 hours and on an ongoing basis until filled. EEO/Disabled/Veterans Job Electrical Engineering Primary Location US-OH-Columbus Schedule: Full-time Travel: Yes, 25 % of the Time Req ID: 260620 Job Hire Type Experienced #LI-STA #GFS #J-18808-Ljbffr...Full timeContract workWork at office
$1,000 per week
...and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and... ...Life), a member of Western & Southern Financial Group, a Fortune 500® company. Default: Location : City COLUMBUS Overview Do you have a desire to be part of a...Full time- ...Commercial Banking Admin COL #31-9282 Columbus, Ohio, United States Apply X... ...be Henderson Rd., Columbus, OH. Market Columbus Work... ...in all respects. Analyzes financial statements and customer profiles... ...: Banking is a highly regulated industry and you will...Full timePart timeWork at officeLocal area
$100k - $110k
Senior Financial Analyst job at LaSalle Network. Columbus, OH. Our client, a leader in the auto repair industry, is seeking a talented FP&A Analyst to join their growing finance team. This role offers the opportunity to work closely with business partners across marketing...$80k
...You love kids. You are a high-capacity leader who... ...About the Job The Columbus CityWide Director role... ...suite executives, high-net-worth individuals, and high capacity... ...and clear, effective financial invitations. Build... ...Work Location: Columbus, OH LifeWise Academy...High net worthFull timeLocal areaShift work- ...headquartered in Columbus, Ohio, operates as... ..., CFBank provides financial solutions that are... ...including Cincinnati, Cleveland, Columbus,... ...based in New Albany, OH. The Private Banker... ...opportunities for wealth growth, asset allocation... ...in working with high-net-worth individuals is an...High net worthFull timeLocal area
- AECOM is seeking a Water/Wastewater Engineer to be based in Columbus, Ohio. The position could begin as early as January 2026. The responsibilities of this position include, but are not limited to: As an entry-level engineer, candidate will gain experience in programs...Work at officeLocal area
- ...Director Of Governance, Risk, And Compliance - Onsite In Columbus, OH A fortune 500 company in the Columbus, OH area is hiring for a Director of Global GRC to join the team onsite, 5 days a week in the office. This publicly owned company currently holds a very strong...Full timeWork at office
$96k - $181k
...Location 175 S 3rd Street, Columbus Ohio Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The... .... Ability to coach advisors on both technical and consultative...High net worthWork experience placementWork at officeFlexible hoursNight shift- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...as they become available. Voya Financial Advisors® , Inc., a leading independent broker-dealer... ...to join our team in the greater Columbus area to work plan sponsor relationships....Local area
- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business... ...Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships. This...
- ...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...Work at office
- ...Financial Advisor LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment... ...opportunity at German American Bank in Upper Arlington, OH would allow you to join the Investment Program at German...Local area
- ...Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently... ...seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships. This position...
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