Senior Wealth Advisor
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Senior 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. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Senior Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Experience in financial consulting or a similar role is preferred.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills to effectively connect with clients.
- Demonstrated ability to build and maintain client relationships.
- Licenses or certifications in financial planning are a plus.
Benefits
- Top-tier health coverage including medical, dental, and vision plans for you and your dependents
- 401(k) retirement plan with company match to help you build long-term security
- Life and disability insurance for added peace of mind
- Employee wellness programs and mental health resources
- Career growth opportunities and ongoing training support
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor in Powell, OH vacancy
- 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...Senior
- Fifth Third in Columbus, Ohio is seeking a Wealth Management Advisor II to serve as a trusted advisor for private bank clients, helping them achieve their wealth goals. Responsibilities include developing client relationships, ensuring service standards, and collaborating...Senior
- TwinThread is seeking a Private Banker in Columbus, OH. The ideal candidate will manage client relationships and provide expert advice on wealth management. A strong financial services background and proven sales success are essential. Applicants should hold a Bachelor’s...Senior
$166k - $249k
...later than 06/30/2026. Who We’re Looking For You’re a seasoned wealth management leader with a strong track record of advising... ...service, this role is for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management...SeniorFlexible hours- ...Senior Business Analyst (CPG Trade Finance Expert) needs 10+ years experience required. Senior Business Analyst (CPG Trade Finance Expert) requires: Senior Business Analyst (CPG Trade Finance Expert) 7+ Years Trade Finance Senior CPG Trade Finance Process Expert Business...Senior
Global Channel Management
Columbus, OH2 days ago - ...Senior Financial Advisor Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial... ...and want to make an impact on a thriving firm. The Meeder Wealth Management team operates in a fiduciary role by providing the...Senior
Meeder Investment Management
Dublin, OH4 days ago - ...Senior Associate, Corporate Finance Analytics Corporate Finance Analytics ("CFA") is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision-making on high-profile, topical...SeniorVisa sponsorship
Chase
Columbus, OH4 days ago - ...diverse organization? JP. Morgan Asset and Wealth Management Finance and Business... ...JPMorgan Chase & Co. As a Financial Analysis Senior Associate within the Asset and Wealth Management... .... Asset Management provides individuals, advisors and institutions with strategies and...SeniorFull timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
Chase
Columbus, OH3 days ago $48k - $100k
A leading financial institution seeks an experienced Financial Advisor to join the Experienced Advisor Program. Ideal candidates will have 5+ years of experience and a portable practice, with a proven track record in client portfolio management and business development....Senior- Nationwide Mutual Insurance Company is seeking a Consultant, Financial Reporting Advisor to lead the preparation of complex GAAP and statutory financial statements. This role ensures accurate reporting and compliance while managing key internal relationships. The ideal...Senior
- Poutrix is seeking a Financial Management Consultant in Columbus, OH, with 5+ years of experience in financial consulting, predominantly in the Utilities Industry. The role involves leadership in financial projects, developing financial models, and engaging in business ...Senior
- Fairygodboss is seeking an Analytics Solutions Associate based in Columbus, Ohio, to support forecasting and reporting processes. The role involves maintaining data integrity in Essbase cubes, collaborating with finance, technology, and business partners to enhance financial...Senior
- JPMorgan Chase is looking for an Analytics Solutions Associate in Columbus, Ohio, to support forecasting and reporting processes. You will manage data integrity and collaborate with cross-functional teams to enhance financial data management practices. Key responsibilities...Senior
- JPMorganChase is looking for a Data Analyst in Columbus, Ohio, to drive business decisions through data analytics. Key responsibilities include developing machine learning models, translating business needs into technical requirements, and designing complex SQL queries ...Senior
$80.9k - $115.5k
Cardinal Health seeks a finance systems expert to manage SAP ECC and ensure accurate financial transaction recognition. Responsibilities include designing reports, providing user training, and improving financial processes. Ideal candidates possess a Bachelor's degree in...Senior- JPMorgan Chase is seeking a professional in Columbus, Ohio to drive business analytics, support management activities, and lead business intelligence tools. Candidates should have over 3 years of experience in finance, data analytics, or quantitative modeling, alongside...Senior
- JPMorgan Chase & Co. is looking for a motivated Finance & Business Management Associate in Columbus, Ohio. This role involves supporting divisional and regional business managers through detailed reports and analyses to optimize performance metrics. The ideal candidate ...Senior
- ...financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent... ...to each client’s evolving financial goals across all stages of wealth—accumulation, preservation, and legacy. Regularly meet with clients...SeniorFor contractorsLocal areaFlexible hoursShift work
- ...verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Highly motivated and able to thrive and think clearly under pressure and tight deadlines Team player with the ability to...SeniorWork experience placement
- CFBank is seeking a Relationship Manager to develop and grow client relationships in Columbus, Ohio. This role emphasizes personalized service and requires strong interpersonal, communication, and digital skills. You will champion client service, maintain a focus on cross...Senior
- JPMorgan Chase & Co. is seeking an Operations Finance Senior Associate in Columbus, Ohio. This role involves supporting the Fraud Prevention function with financial analysis and expense management. You will partner with senior leaders, oversee budgeting, and provide reporting...Senior
- U.S. Bank is seeking a Private Wealth Management professional in Columbus, Ohio. This role involves developing and managing relationships with high-income clients, delivering exceptional customer service, and ensuring compliance with banking standards. The ideal candidate...Senior
- ...NW Bancshares HQ About Northwest Sponsor Finance (NSF). Northwest Sponsor Finance ("NSF"), a division of Northwest Bank, provides senior credit facilities to private equity backed companies in the lower middle market. NSF's professionals have collectively completed 20...SeniorWork experience placementWork at office
- Join a team where your analytical mindset and attention to detail help power critical forecasting and reporting cycles. You'll partner with finance stakeholders to deliver accurate, timely submissions and continuously improve how financial data is managed. If you enjoy ...Senior
- 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-...SeniorFull timeTemporary workH1bLocal areaImmediate startRelocationWork visaRelocation packageFlexible hours
- JPMorganChase is seeking a Field Support Associate to join the Business Banking Sales Finance team in Columbus, Ohio. In this role, you will provide crucial financial support and data analysis to enhance the effectiveness of our sales teams. A key part of the job involves...Senior
- ...Discount Company is seeking a Commercial Banking Relationship Manager III in Columbus, Ohio. This role involves serving as a trusted advisor to clients while managing a portfolio and engaging in community networking. Candidates should have a Bachelor's degree in a...Senior
- ## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime type: Full timeposted on: Posted 4 Days Agojob requisition id: JR100100Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank...SeniorWork at officeLocal area
SmartBank
Columbus, OH1 day ago - We are seeking a highly motivated individual to provide Finance and Business Management support within their aligned division. You will support both the divisional and regional business managers, as they provide the field leadership with insights into the territory’s performance...SeniorWork at officeVisa sponsorship
- ...smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey. As a Senior Product Delivery Associate within the Consumer and Community Banking (CCB) Finance cube platform, you are trusted with enabling the...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor. Be the first to apply!
