Last updated: 2025-11-01
27 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
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
Cognizant
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era.
Columbus
- Skills: Client Relationship Management, Insurance Sector, P&L Management, Client Engagement Strategies, Business Transformations, Multi-Cultural Environment, Sales Growth, Service Delivery Model, Business Consulting, IT Professional Services
- Level: senior
- Type: full_time
Oracle Corporation
Columbus
- Skills: financial planning, investment strategies, client management, risk assessment, portfolio analysis, financial products, customer service, financial projections, wealth management, sales techniques
- Level: entry
- Type: full_time
Empower Personal Wealth
Empower Personal Wealth helps individuals and organizations of all sizes have a clear and simple understanding of where their finances are today and where they…
Columbus
- Skills: 401(k), financial planning, retirement readiness, client interactions, consultative expertise, Salesforce, territory management, group presentations, data-driven analysis, relationship management
- Level: mid
- Type: full_time
Bank of America
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Columbus
- Skills: wealth management, banking solutions, client relationships, investment products, business development, financial advisors, sales performance, digital banking, relationship building, critical thinking
- Level: mid
- Type: full_time
Heitmeyer Consulting
Heitmeyer Consulting is a staffing and consulting company providing advisory services in banking and insurance.
Columbus
- Skills: Sales Support, Institutional Clients, Onboarding, Trade Processing, Operational Support, Investment Products, Liquidity Services, Pershing NetX360, Bloomberg TOMS, Client Service
- Level: mid
- Type: contract
Privately-Owned Wealth Management Firm
Columbus
- Skills: Financial Planning, Wealth Management, Client Reporting, CRM, eMoney, Organizational Skills, Compliance, Trades Execution, Transaction Reconciliation, Microsoft Office
- Level: mid
- Type: full_time
Mariner Wealth Advisors
Columbus
- Skills: client service, relationship management, wealth management, financial services, CRM, attention to detail, team environment, analytical skills, communication skills, eMoney
- Level: entry
- Type: full_time
Mariner
Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-hous…
Columbus
- Skills: wealth management, financial planning, high-net-worth clients, relationship management, tax, insurance, investment software, money manager programs, communication skills, organizational skills
- Level: senior
- Type: full_time
Mariner Wealth Advisors
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a c…
Columbus
- Skills: wealth management, financial planning, investment software, high net worth clients, relationship management, tax consulting, insurance, mutual funds, organizational skills, client relationships
- Level: mid
- Type: full_time
Tiffany & Co.
At Tiffany & Co., joy is central to everything we do, from crafting our exceptional pieces to inspiring clients to express and celebrate the many facets of lov…
Columbus
- Skills: Client Advisor, luxury retail, client relationships, sales targets, customer experience, retail experience, hospitality, communication, teamwork, NPS program
- Level: entry
- Type: part_time