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
- Insight Global seeks a Financial Advisor in Columbus, OH to help clients reach their financial goals. The program provides comprehensive training and licensing support to let you focus on service. Responsibilities include delivering personalized planning recommendations...Suggested
- ...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
- Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide administrative support for registered securities representatives and clients in a fast-paced banking environment. Requires SIE, Series 7/66 (or 65/63), life/health licenses, and 5+ years in brokerage...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- 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...
- Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing... ...and new clients, coordinate specialists, and focus on assets under management, loans, and deposits while...
- 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...
- 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
- ...Financial Group is seeking a results-oriented Wealth Planning Advisor to join our team. You will engage with clients to understand their financial objectives and provide... ...to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth...
- 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....
- 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...
- ...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...Night shift
- First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management in an in-office Cherry Creek, CO environment... ...inquiries, and assist senior advisors with plan reviews and client meetings. The role requires 3-5 years in wealth management,...Work at office
- 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
- ...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$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. The Private Client Banker (PCB) is part of the Key... ...Private Client Program and will focus on the entire client... ...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...
$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- ...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
- Huntington Bancshares Inc. in Powell, Ohio is hiring a Financial Relationship Banker. This role focuses on retaining and growing consumer and business relationships by identifying financial goals and needs and recommending deposit, loan, and other banking products and services...
- 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...
- ...organization is dedicated to helping clients achieve financial wellness through investment management, retail and commercial... ...in Reynoldsburg, OH. This role focuses on building and deepening... ...Prior experience in retail banking, wealth management, or financial services...Part timeWork at officeLocal area
- JPMorgan Chase & Co. in Columbus, OH is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and provide thoughtful banking solutions. You will help customers use Chase Mobile App, Chase.com, and ATMs while delivering high-touch...Weekend workAfternoon shift
- PNC in Westerville, OH is seeking a Personal Banker to join our Retail Branch team at Maxtown Crossing. The role focuses on acquiring and deepening the branch customer base through proactive sales and service, delivering PNC solutions to meet financial needs, and driving...
$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
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