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Wealth Advisor II
First Merchants Bank
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Upper Arlington, OH, 43221
Job Description First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecting efforts. Using the sales process, ... - May 12
Client Service Associate - Kindred Wealth Partners
Kestra Financial Independent Advisor
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Columbus, OH
... Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling all administrative functions for Financial Advisors and the firm Regular client interaction including appointment ... - May 12
Client Service Representative
The Joseph Group Capital Management
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Clinton Township, OH, 43224
... Monitor, research, and process all daily alerts from primary custodian, Charles Schwab. Ensure efficient execution of client ... Columbus, OH 43215 Phone: The Joseph Group is an Equal Opportunity Employer Financial Planning Wealth Advisor Investment ... - May 11
Wealth Management Advisor
SB Financial Group Inc.
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Dublin, OH, 43017
... fiduciary expert on the relationship management team and within assigned markets, providing insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. ... - May 12
Managing Director, Wealth Management
Northwest
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Columbus, OH
... Required Education Bachelor's Degree and Master's Degree Required Work Experience More than 15 years Leading Wealth Management, Retail Investments, and/or Trust/Fiduciary business More than 15 years Managing Wealth Management or Financial Advisor ... - Apr 16
Bilingual Talent Advisor
Surge Staffing LLC
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Columbus, OH
Job Description Job Description Surge Staffing is seeking a Bilingual Talent Advisor with high energy, work ethic, good attitude, personality with a good phone voice. This is a permanent, full-time internal position with Surge Staffing. ... - May 12
Financial Advisor (Independent)
San Blas Securities
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Jefferson Township, OH, 43004
... San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. ... BD, RIA, and Insurance Platforms We will consider both W2 and 1099 affiliations Custody & Clearing with RBC & Schwab We have ... - May 12
Lead Financial Advisor - Columbus, OH
Antolino and Associates
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Columbus, OH, 43215
Job Description Salary: $100k + Bonus depending on experience Position: Lead Financial Advisor You will be responsible for delivering value to existing and new clients from understanding each clients unique needs, creating financial plans for ... - May 12
Regional Managing Director - Wealth Management
MassMutual
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Columbus, OH
The Opportunity MassMutual Investments is a diversified multi-manager investment platform focused on the wealth management ... Provide marketing support and customer service to financial advisor in assigned territory. Effectively leverage data and ... - Apr 23
Financial Advisor
The Pension Group
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Dublin, OH
Job Description Are you a Certified Financial Advisor seeking to positively influence individuals' financial well-being? ... satisfaction.About Company We understand the hard work and dedication it takes to build clients' wealth over a lifetime. ... - May 12