| Job alert | Jobs 21 - 30 of 635 |
Client Service Associate - Kindred Wealth Partners
Kestra Financial
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Columbus, OH, 43201
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and... - Apr 16
Part-time Senior Investment Services Representative
Corporate One FCU
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Columbus, OH, 43240
... Investment Services Representative to join our Investments team working approximately 24 hours per week. Candidates may be located in any state where we employ staff, although the greater Columbus, Ohio, or Jacksonville, Florida, area is preferred. ... - Apr 20
VP of Renewals - Martech
Stealth
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Columbus, OH, 43224
Position Overview: We are seeking a dynamic and results-oriented Vice President of Renewals to lead our martech division's renewals strategy in New York City. The ideal candidate will have a strong background in customer success, account management... - Apr 28
Financial Planner
Ci
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Columbus, OH
... net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth ... Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio. ... - Apr 13
VP / Director of Sales at Mixt Solutions
Mixt Solutions LLC
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Plain City, OH
... The VP of sales would be tasked with developing the reach out strategy, implementing it, and of course leading the charge to connect with viable clients. From there, they would perform the sales call and pass it to a brand rep who would manage the ... - Apr 06
Senior Financial Advisor
Transcend Practice Management
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Columbus, OH, 43235
... 200,000 - $250,000 Status: Full-time The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investment in your future that will reap rewards for years to come. ... - Apr 19
Trade Execution Specialist
Ci
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Columbus, OH
... ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future ... software Rebalance client portfolios in accordance with investment team guidance Assist with daily team functions and ... - Apr 30
Estate Planning/Elder Law Associate
Gpac
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Columbus, OH
I'm working with a fantastic boutique law firm that specializes in high-net-worth estate planning and wealth transfer. If you have some experience with this and want to get trained at a firm with a collegial atmosphere, consider applying! Don't miss ... - Apr 25
Financial Professional
The Legend Group
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Columbus, OH
... them, particularly with high net worth prospects and clients Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment services that Midwest ... - Apr 05
Financial Advisor
Lifetime Financial Growth
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Columbus, OH
... management opportunities JOB DESCRIPTION Analyze financial and investment information obtained from clients to determine ... WHO WE ARE Lifetime Financial Growth is a privately owned wealth management firm. The focus of Lifetime Financial Growth ... - Apr 10