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Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Corient

Client Service Specialist II

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Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Client Relationship Analyst

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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

Relationship Manager

Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.

Meeder Investment Management

Chief Investment Officer, Funds and Portfolios

Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Located in Dublin, Ohio, Meeder has over 120 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.

Wealth Advisor Jobs in Columbus, OH

Client Service Specialist II Corient

Client Relationship Analyst Morgan Stanley

Relationship Manager Manning & Napier

Chief Investment Officer, Funds and Portfolios Meeder Investment Management

Performance Reporting Manager Meeder Investment Management

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