Last updated: 2025-10-25
29 Wealth Management jobs in Columbus.
JC & Company
JC & Company is a full-service financial advisory firm providing high-quality advisory, tax, and wealth management services to businesses and individuals throu…
Lancaster
- Skills: audit, assurance, financial advisory, tax, client services, financial reports, research, collaborative, wealth management, sustainability
- Level: mid
- Type: full_time
Plante Moran
Having roots in one of the nation’s largest and most well-respected audit, tax, and wealth management firms, Plante Moran Wealth Management proudly serves as a…
Columbus
- Skills: financial planning, investment strategies, wealth management, tax strategies, financial securities, analytical skills, communication skills, asset evaluation, client relations, CFP exam
- Level: entry
- Type: full_time
New York Life Insurance Co
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As a Fortune 100 mutual company, we offer a place to grow your skills, contrib…
Columbus
- Skills: Compliance, Supervision, Regulatory requirements, Inspections, Training, Agents, Registered Representatives, Investment Advisors, Analytical skills, Operational excellence
- Level: mid
- Type: full_time
Cognizant
Cognizant is a leading global professional services company transforming clients' business, operational and technological models for the digital era.
Columbus
- Skills: Client Relationship Management, Insurance sector, P&L management, Revenue growth, Client engagement strategies, Multi-cultural collaboration, Business transformation, Sales leadership, Financial metrics, Service delivery model
- Level: senior
- Type: full_time
Citizens
Citizens is committed to supporting and strengthening communities, as well as providing a diverse, equitable, and inclusive workplace.
Columbus
- Skills: Business Banking, Relationship Management, Customer Service, Client Advisory, Financial Solutions, Market Analysis, Team Collaboration, Entrepreneurial, Strategic Planning, Corporate Banking
- Level: mid
- Type: full_time
Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering adv…
Columbus
- Skills: Financial Advisor, Christianity, licensing, commissions, insurance, financial planning, client relationships, financial clarity, community engagement, well-being programs
- Level: entry
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Columbus
- Skills: customer service, financial planning, problem resolution, communication skills, time management, client support, Series 7, Series 63, financial services, investment
- Level: entry
- Type: temporary
J.P. Morgan Wealth Management
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad rang…
Delaware
- Skills: financial planning, investment solutions, client relationships, goals-based planning, Series 7, Series 66, Life Insurance license, wealth management, financial services, client acquisition
- Level: mid
- Type: full_time
KEMBA Financial Credit Union
Columbus
- Skills: sales management, customer service, team development, performance coaching, credit union, operational compliance, business finance, staff training, call center operations, member engagement
- Level: mid
- Type: full_time
JPMorganChase
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad rang…
Westerville
- Skills: customer service, bilingual, banking, relationship management, financial needs, advice-based approach, client acquisition, communication skills, financial planning, diversity and inclusion
- Level: mid
- Type: full_time
Goodwin Recruiting
A well-established independent insurance agency seeking to prioritize genuine care for clients and foster a collaborative, team-oriented environment.
Columbus
- Skills: Personal Lines, Account Manager, Independent Insurance, Client Relationships, Policy Issuance, Quoting, Client Communication, Renewals, Process Improvement, Training
- Level: mid
- Type: full_time
Citizens
Citizens is a community-oriented bank focused on delivering innovative financial solutions and services to individuals and businesses. We prioritize a diverse …
Columbus
- Skills: relationship management, business banking, financial solutions, community service, inclusive culture, client consultation, sales strategies, commercial services, financial analysis, customer engagement
- Level: mid
- Type: full_time
JPMorganChase
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and…
Columbus
- Skills: financial sales, investment management, retirement plans, client proposals, sales process, pipeline management, analogies, strategic prospecting, 401(k) solutions, collaborative partnership
- Level: mid
- Type: full_time
Bank of America
Columbus
- Skills: client experience, cash transactions, financial needs, self-service technologies, banking transactions, sales goals, relationship building, problem solving, business acumen, customer focus
- Level: entry
- Type: full_time
JPMorganChase
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world…
Columbus
- Skills: client advisor, asset management, financial goals, market insights, consultative sales, relationship building, risk-adjusted portfolios, financial strategies, investments, portfolio insights
- Level: mid
- Type: full_time
Wells Fargo
Westerville
- Skills: Wealth Management, Investment Sales, Financial Advisors, Territory Management, Business Development, Coaching, Sales Strategy, Market Growth, Client Needs, Financial Concepts
- Level: senior
- Type: full_time
JPMorganChase
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institu…
Columbus
- Skills: trust administration, fiduciary duties, account management, client relationship management, risk management, tax issues, estate planning, trusts and estates, financial coaching, wealth management
- Level: entry
- Type: full_time
J.P. Morgan Wealth Management
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad rang…
Hilliard
- Skills: financial planning, investment solutions, client relationships, wealth management, financial markets, portfolio management, digital technology, goals-based planning, CFP certification, insurance products
- Level: mid
- Type: full_time
Fifth Third Bank
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
Columbus
- Skills: investment management, portfolio construction, investment policy statement, client acquisition, wealth management, financial planning, business development, risk management, relationship management, market trends
- Level: senior
- Type: full_time
KEMBA Financial Credit Union
Columbus
- Skills: sales, customer service, financial advice, account management, problem resolution, relationship building, sales goals, NMLS registration, teamwork, financial products
- Level: entry
- Type: full_time