UNKNOWN

FEED

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

YEAR

Deloitte

Investment Management - Business Strategy Manager

ea_via_bold

The firm offers more than 80 services from five business units: Assurance and Tax Advisors; Business Advisors; Corporate Finance Advisors; Technology Advisors; and Wealth Management Advisors. We are currently seeking an experienced tax professional to manage multiple tax consulting engagements and contribute to the delivery of innovative tax planning ideas for clients.

Regal Executive Search

Tax Accounting Manager

HaleyMarketing

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.

Financial Engines

Director, Financial Planning (Columbus, OH)

ADAPTED_NOW

Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services . Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Fosters

Sales Support Associate

About Cetera Investors and Cetera Financial Group Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. " Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, Cetera Financial Specialists , First Allied Securities and Summit Brokerage Services .

Cetera Investors

If you enjoy being the person clients and coworkers can count on — the one who keeps things moving, solves problems, and makes sure nothing falls through the cracks — we'd love to hear from you. Experience with account opening, money movement, client onboarding, custodial paperwork, CRM systems, or investment accounts would be especially valuable.

H Cap Connect

Client Service Associate

sourcestack_via_bold

The Relationship Manager II is responsible for developing, managing, and growing a portfolio of business members by delivering comprehensive commercial lending, deposit, and treasury management solutions for large and complex business and lending relationships. The Commercial Relationship Manager also plays a key role in business development through active community engagement, building strong Centers of Influence (COI) networks, and referring opportunities across the credit union.

KEMBA Financial Credit Union

Relationship Manager III

clearcompany

FULL_TIME

OTHER

As the Executive Director, Chase Auto High Net Worth Concierge within Chase Auto Direct, you will lead the build-out and ongoing management of a new High Net Worth Auto Concierge capability that provides a premium, scalable, and controls-focused acquisition and fulfillment experience for high-value Chase and J.P. Experience in auto lending, direct-to-consumer lending, private client servicing, affluent / HNW client segments, dealer services, mortgage fulfillment, wealth-adjacent lending, or executive escalation management.

JPMorgan Chase Bank, N.A.

Executive Director, Chase Auto High Net Worth Concierge

equestftpin

As a Data Product Owner on the US Wealth Management Data & Analytics team, you support end-to-end enablement, publishing, and governance for all data created and used by an aligned product under the direction of a VP Data Owner. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

Data Product Owner-Senior Associate

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

nas_advisorgrouporganic

As a Data Product Owner on the US Wealth Management Data & Analytics team, you support end-to-end enablement, publishing, and governance for all data created and used by an aligned product under the direction of a VP Data Owner. JPMorgan Wealth Management needs passionate Data Owner Associates to support product data end-to-end-help make it trusted, well-governed, and ready to power analytics and delivery.

JPMorgan Chase & Co

linkup_via_bold

As a Trading Services Associate within the Asset & Wealth Management line of business at JPMorganChase, you will support managed investment programs, trading platforms, and day to day trade related inquiries and escalations. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Trading Services Associate

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President, Community (Columbus, OH)

The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 .

Edelman Financial Engines

Director, Financial Planning (Maumee, OH)

Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.

Manning & Napier, Inc.

RELATIONSHIP MANAGER

You will advise partners across Wealth Management and broader firm stakeholders, helping us deliver products and services responsibly while balancing business priorities with legal and regulatory risk. As an Insurance Attorney, Vice President, Assistant General Counsel in Wealth Management Legal, you provide practical, solutions-oriented legal guidance on annuities, life insurance, property and casualty insurance, and related regulatory matters.

Assistant General Counsel - Insurance Attorney - Vice President

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance and expert tax planning and compliance services as the lead tax specialist for moderately complex and complex clients. We serve others : we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.

Wealth Advisor Jobs in Columbus, OH

Investment Management - Business Strategy Manager Deloitte

Tax Accounting Manager Regal Executive Search

Director, Financial Planning (Columbus, OH) Financial Engines

Sales Support Associate Fosters

Sales Support Associate Cetera Investors

Client Service Associate H Cap Connect

Relationship Manager III KEMBA Financial Credit Union

Executive Director, Chase Auto High Net Worth Concierge JPMorgan Chase Bank, N.A.

Data Product Owner-Senior Associate JPMorgan Chase Bank, N.A.

Senior Estate Planning Strategist Osaic

Data Product Owner-Senior Associate JPMorgan Chase & Co

Trading Services Associate JPMorgan Chase & Co

Regional Vice President, Community (Columbus, OH) Mercer Advisors

Director, Financial Planning (Columbus, OH) Edelman Financial Engines

Director, Financial Planning (Maumee, OH) Edelman Financial Engines

RELATIONSHIP MANAGER Manning & Napier, Inc.

Assistant General Counsel - Insurance Attorney - Vice President JPMorgan Chase Bank, N.A.

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Assistant General Counsel - Insurance Attorney - Vice President JPMorgan Chase & Co

Tax Manager Truepoint Wealth Counsel

Similar Job Searches

See More Jobs

Stand out to leading employers.