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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.

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Financial Engines

Director, Financial Planning (Columbus, OH)

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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

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

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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

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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

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Director, Financial Planning (Maumee, OH)

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)

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

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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.

Truepoint Wealth Counsel

Tax Manager

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

FULL_TIME

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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.

JPMorgan Chase Bank, N.A.

Assistant General Counsel - Insurance Attorney - Vice President

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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.

Executive Director, Chase Auto High Net Worth Concierge

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

As a Risk Strategy & Execution Senior Associate as part of Risk Management and Compliance team under the Asset Wealth Management Line of Business, you will support the execution of risk management activities across the Wealth Management business, including risk reporting and analytics, governance support, oversight of strategic initiatives, thematic risk reviews, and development of monitoring frameworks that identify and assess evolving business risks. The ideal candidate brings strong analytical skills, intellectual curiosity, and a desire to understand the business while strengthening the firm's risk management framework, with opportunities to contribute to innovative solutions that leverage data analytics, automation, and artificial intelligence to improve business insights and risk oversight.

JPMorgan Chase & Co

Risk Strategy & Execution - Senior Associate

GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues (i.e.at least $20 million). The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Fifth Third Bank

Commercial Relationship Manager II

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

Onboarding Specialist II

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.

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

But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities. This role combines program ownership, project leadership, compliance, stakeholder consultation, and process development to support international business needs and the movement of talent in a consistent, compliant, and people-focused manner.

Wealth Management Advisor Jobs in Columbus, OH

Director, Financial Planning (Columbus, OH) Financial Engines

Sales Support Associate Fosters

Sales Support Associate Cetera Investors

Senior Estate Planning Strategist Osaic

Relationship Manager III KEMBA Financial Credit Union

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

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

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

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Tax Manager Truepoint Wealth Counsel

RELATIONSHIP MANAGER Manning & Napier, Inc.

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

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

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

Risk Strategy & Execution - Senior Associate JPMorgan Chase & Co

Commercial Relationship Manager II Fifth Third Bank

Onboarding Specialist II Corient

Data Product Owner-Senior Associate JPMorgan Chase & Co

Trading Services Associate JPMorgan Chase & Co

Global Mobility Senior Specialist Plante Moran

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