Client-Focused Wealth & Investment Advisor
Fairygodboss
PNC is seeking an in-office Advisor to consult on investment and insurance strategies, building and maintaining a robust client book. You will own the client experience, drive referrals, and coordinate with internal partners to optimize financial plans. The role requires FINRA licenses (Series 7 and 66 or 63/65), Life and Health Insurance, and a strong track record in sales, risk assessment, and relationship management. Base salary ranges from $75,000 to $125,000 with incentive opportunities. #J-18808-Ljbffr Fairygodboss
- ...recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have... ...experience. The role covers delivering personalized client services and managing client transactions. The firm offers...Suggested
- ...in Columbus, OH is seeking a results-oriented Registered Investment Advisor to serve clients with tailored financial strategies aligned to their... ...collaborate with a network of experts to deliver comprehensive wealth management solutions that foster long-term client...Suggested
$73k
PNC in Columbus, OH is looking for a Financial Solutions Advisor to develop financial plans and consult on investment and insurance strategies for clients. The ideal candidate will have a strong focus on building client relationships and driving investment education within...Suggested- Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning, and portfolio allocations, with potential to lead less complex client relationships. You will prepare client plans, document discussions...Suggested
- J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. The role focuses on relationship growth, client education, and leveraging technology to...Suggested
- First American Title - Ohio is seeking an Escrow Officer to join a high-volume, client-focused team. You will open, manage, and oversee escrow accounts for residential and commercial transactions, ensuring accurate handling of funds and flawless closings. You will coordinate...
- Corient is a leading multi-family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment guidance, with increasing independence over time. You will...Work at office
- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor to support the Wealth Advisor in delivering exceptional client services and to progress toward independent client execution... ...CFP or CFA, and strong knowledge of investments and client portfolios. Onsite four...
- U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage expertise in investments, banking, wealth and estate planning, and fiduciary services to tailor strategies...
- PNC in Dublin, OH is seeking a Financial Advisor to consult on investment and insurance strategies while growing client relationships. This role focuses on delivering exceptional client experiences and developing individual financial plans tailored to client objectives....
- ...guidelines and regulations, and you will diligently service your clients. We offer a stable company culture, strong support, and... ...income as you expand your footprint within the market. This role focuses on client care and sustained performance. #J-18808-Ljbffr Goodwin...
- ...current and future financial needs of bank Clients. Deliver upon a meaningful customer... ...banking needs in a fast-paced, relationship-focused banking center environment. Proactively... ..., treasury management, mortgages, and investments. Team Collaboration and Leadership Actively...Flexible hoursNight shift
- TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 4... ...years of financial sales experience and a proven track record in Investment Management or Retirement plans. A Bachelor's degree and...Full time
- Apollon Wealth Management, LLC in Columbus, Ohio is seeking a Relationship... ...wealth management services for clients. The role involves close collaboration with financial advisors and clients, ensuring financial... ...of custodial platforms. A focus on client confidentiality and maintaining...
- ...including niche markets. Every investment decision in our fixed... ...you will contribute to client-facing investment... ...Portfolio Managers, and Client Advisors on new business... ...every challenge, with a focus on creating durable... ...VeteransJ.P. Morgan Asset & Wealth Management delivers...Work experience placementInternship
$25 - $38.46 per hour
...Private Client Banker Location: 2130 Hilliard Rome Road - Hilliard... ...Be a problem solver, trusted advisor, and partner to the people... ...Client Program and will focus on the entire client relationship... ...client base with up to $2M in investable assets. The PCB helps new and...Hourly payWork experience placementDay shift- KeyCorp is looking for a Private Client Banker in Reynoldsburg, Ohio. This role is focused on fostering client relationships and delivering tailored financial solutions to clients with up to $2M in investable assets. The successful candidate will assist in assessing client...
- TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively. We seek candidates with a 4-year degree and at least 2 years of experience...
- ...Training & development Residential Investment Real Estate Advisor Location: Columbus, OH (Serving Statewide... ...: Reafco Real Estate is a brokerage focused on residential investment properties... .... Key Responsibilities: Represent clients in residential and investment property...Full time
$96k - $181k
...individual will have strong working knowledge of investment banking principles. They are responsible... ..., and executing transactions with a focus on technical analysis. Strong... ...deal mechanics. Actively participate in client planning sessions. Research and analyze data...Work experience placementWork at office- First Merchants Bank is seeking a Client Relationship Representative to deliver high-quality customer service, open deposits, and process loan applications while identifying products and digital tools to meet client needs. You will actively engage clients, manage relationships...
- ...OH is seeking a Relationship Banker at a Chase Branch. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and use financial knowledge to tailor banking solutions. The role requires sales experience, strong communication, and...
- ...customers about banking products but also actively resolving issues and enhancing their banking experience. This position offers a supportive team environment to empower your efforts to help clients achieve their financial goals. #J-18808-Ljbffr Huntington National Bank
- A leading financial institution in Ohio is seeking a Personal Banker to elevate client loyalty and manage the customer experience through proactive sales activities. The ideal candidate will have a strong commitment to customer service, possess effective communication...
- Chase is seeking an Associate Relationship Banker to welcome and assist clients in a branch setting, using financial knowledge to offer thoughtful solutions. You will build lasting relationships, promote technology usage, and collaborate with specialists to address complex...Weekend workAfternoon shift
- ...Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team in Columbus, OH. This full-time role focuses on delivering high-quality customer service by accurately processing bank transactions and presenting products that fit customers'...Full time
- If you are customer-focused, enjoy building relationships, and collaborating with a wide... ...your primary responsibility will be new client acquisition and maintaining and deepening... ...as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and...Local areaFlexible hours
$78k - $130k
...participate in the STEM OPT extension program.#LI-SS1Job Description SummaryNationwide Investments employs a research-driven, team-oriented, and results-focused investment process to manage our clients’ portfolios. Credit Research is one of three critical functions in the...Full timeTemporary workPart timeCasual workWork at officeRemote work$106.5k - $177.5k
...Finance team reporting to a Senior Investment Professional.The analyst will... ..., and will be primarily focused on public and private debt... ...analysts, and the restructuring advisor/attorney community.Lead... ...investment process to manage our clients’ portfolios. Credit Research...Full timeTemporary workPart timeCasual workWork at officeRemote work$81k - $135k
...care.AddendumThis role will primarily be focused on:Lead REI Website initiatives for... ...data wranglingExperience: 3-7 years of investment, data, or analytics experience (real estate... ...approximately $130 billion and strives to combine client focus, investment discipline and...Full timeTemporary workPart timeCasual workWork at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Wealth & Investment Advisor. Be the first to apply!
- community service representative Columbus, OH
- client service representative Columbus, OH
- career services representative Columbus, OH
- bilingual customer service representative spanish english Columbus, OH
- customer experience agent Columbus, OH
- customer account representative Columbus, OH
- client solutions specialist Columbus, OH
- customer experience associate Columbus, OH
- entry level customer support representative Columbus, OH
- part time customer representative Columbus, OH

