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

Senior Private Banker & Wealth Advisor

Testing Site - JPMC

J.P. Morgan Private Bank in Columbus, OH seeks an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking.

You will work with a local team and be supported by a platform with resources to help you advise clients on balance sheets and holistic goals-based planning.

The role requires six-plus years in private banking or financial services, a bachelor’s degree, and necessary licenses; advanced degrees are a plus.

#J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banker & Wealth Advisor in Columbus, OH vacancy
  • JPMorgan Chase & Co. in Columbus seeks a Private Banker to advise families on building, preserving and managing wealth, drawing on investments, credit and banking expertise to support current clients and attract new assets. You will develop trusted client relationships,... 
    Senior

    Aumni

    Columbus, OH
    1 day ago
  • Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a Wealth Plan for high-net-worth clients. You will build relationships with existing and new clients, coordinate... 
    Senior

    Huntington Bancshares, Inc.

    Columbus, OH
    1 day ago
  • Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, building a practice around clients you are passionate about serving. You will own and grow a book of client relationships, delivering... 
    Senior
    Work at office

    Lido Advisors, LLC

    Columbus, OH
    2 days ago
  • J.P. Morgan’s U.S. Private Bank seeks a Private Banker who will advise families on building, preserving, and managing wealth, using investments, credit, and banking to serve clients. You’ll operate with a local team and the firm’s institutional platform to help clients... 
    Suggested
    Local area

    Testing Site - JPMC

    Columbus, OH
    1 day ago
  • Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans... 
    Senior

    Sequoia Financial Group

    Dublin, OH
    1 day ago
  • $200k - $225k

     ...The best advisors are more than portfolio managers — they are the confidantes families...  ...Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net...  ...— estate attorneys, CPAs, investment bankers, and other intermediaries — to generate... 
    Work at office

    Lido Advisors, LLC

    Columbus, OH
    2 days ago
  • $134.28k - $164.12k

     ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial...  ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Columbus, OH
    18 hours ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Comprehensive 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... 

    WealthBridge Financial Group

    Columbus, OH
    29 days ago
  •  ...Vice President, Wealth Advisor About the Company Nationally recognized independent RIA delivering...  ...Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President, Senior Wealth Advisor to serve high-net-worth and... 

    Confidential

    Columbus, OH
    2 days ago
  •  ...is expanding its financial advisory team to focus on youth and amateur sports within our established wealth-management platform. We seek a motivated Financial Advisor to grow client relationships, craft comprehensive strategies across investments, retirement, risk and... 

    First Financial Group

    Columbus, OH
    1 day ago
  • Description Summary The Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities Builds relationships with existing... 
    Work at office

    Huntington Bancshares, Inc.

    Columbus, OH
    1 day ago
  • Equitable Advisors is a national financial services firm seeking individuals to start a wealth management career through licensing and employment. Trainees will engage clients, develop financial strategies, and consult on products and services, with an emphasis on relationship... 
    Traineeship
    Work at office

    Equitable Advisors

    Columbus, OH
    1 day 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
    1 day ago
  •  ...business of youth and amateur sports. We are looking for a Financial Advisor who wants to build a practice with the resources of an...  ...including retirement plans, employee benefits, financial wellness, wealth management and individual financial planning. For the right... 

    First Financial Group

    Columbus, OH
    3 days ago
  • Job Overview Join the Advisor Onboarding Team for J.P. Morgan Wealth Management to manage a centralized onboarding program that creates a great employee experience...  ...Qualifications Prior experience with Advisor or Banker Onboarding/Licensing programs with working knowledge... 
    Senior
    Work at office

    JPMorganChase

    Columbus, OH
    1 day ago
  • $123.2k - $200k

     ...you will be based in [city/state location of position]. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization...  ..., operational and credit risks. Manages effective network of senior internal and external relationships, such as community or... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    Columbus, OH
    1 day ago
  • Huntington National Bank seeks a Trust Advisor II within the Private Client Group to assess high net worth clients’ financial needs and connect them with product specialists for cross-sell opportunities. The role focuses on managing complex trust accounts, guiding support... 
    Senior

    Huntington National Bank

    Columbus, OH
    1 day ago
  • PNC Financial Services Group, Inc. seeks an experienced Fiduciary Advisor to support complex fiduciary accounts, execute trust and planning documents, and ensure regulatory compliance. The role requires strong risk management and client communication. Based in Cleveland... 
    Senior
    Work at office

    PNC

    Columbus, OH
    1 day ago
  • PNC Financial Services Group, Inc. is seeking a Wealth Advisor Regional Sales Manager to lead a team within the Wealth Management organization. The role covers a multi-state footprint and focuses on growing client relationships, managing risk, and delivering tailored financial... 

    PNC Financial Services Group, Inc.

    Columbus, OH
    1 day ago
  • $75k

     ...all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management organization, you will be based in Dublin, OH.Financial Advisors are based within a bank branch and work within... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Dublin, OH
    3 days ago
  •  ...Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist...  ...recommendations across public and private markets, including capital call and distribution... 
    Contract work
    Work at office

    Sequoia Financial Group Llc

    Dublin, OH
    16 days ago
  •  ...Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist...  ...planning services to our clients. In this senior, client-facing role, you will collaborate... 
    Contract work
    Work at office

    Sequoia Financial Group Llc

    Dublin, OH
    16 days ago
  • J.P. Morgan Chase’s Wealth Management division seeks a Market Director of Wealth to lead a team of Financial Advisors and deliver exceptional client experiences. You will recruit, develop, and coach Advisors while coordinating with Branch Management and partners to offer... 

    Aumni

    Columbus, OH
    4 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
    1 day ago
  •  ...for individuals and families. You will analyze client financials, run scenarios in planning software, and collaborate with seasoned advisors to deliver tailored strategies. The role emphasizes analytical work over administrative tasks, with a clear path to becoming a... 

    Right Choice Resources

    Columbus, OH
    4 days ago
  • $118.17k - $144.43k

     ...excel atall from Day One. Job Description Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust banking...  ...Posting may be closed earlier due to high volume of applicants. Required Experience: Unclear Seniority... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    U.S. Bank

    Columbus, OH
    15 days ago
  • A leading financial institution in Reynoldsburg, Ohio is seeking a Private Client Banker to provide tailored financial solutions and foster long-term client relationships. The ideal candidate will have a strong background in sales, be knowledgeable about financial products... 
    Hourly pay

    KeyBank

    Reynoldsburg, OH
    2 days ago
  • $65k - $75k

     .../VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is not an entry-level role — we...  ...with opportunities for personal and professional growth Seniority level Associate Employment type Full-time Job... 
    Full time
    Work at office

    Masis Professional Group

    Columbus, OH
    3 days ago
  •  ...Private BankerWe are actively looking for exceptionally talented...  ...the next level. As a Private Banker in the U.S. Private Bank, you...  ...preserving and managing their wealth. You will use your knowledge...  ...Management provides individuals, advisors and institutions with... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Columbus, OH
    2 days ago
  •  ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients an established wealth management firm...  ...and value the support of working closely with a senior advisor. The primary responsibility of the Service Advisor... 

    Lead Advisor

    Columbus, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banker & Wealth Advisor. Be the first to apply!