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Transcend Practice Management
Columbus
Job Description Job Description SENIOR FINANCIAL ADVISOR Location : Columbus, OH (in-office) Compensation : $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 y
Job Source: Transcend Practice ManagementFarther
Columbus
Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth manag
Job Source: FartherTranscend PM
Columbus, OH, United States
SENIOR FINANCIAL ADVISOR Location : Columbus, OH (in-office) Compensation : $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. We are a close, ti
Job Source: Transcend PMFarther
Columbus, OH, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherMeeder Investment Management Inc
Dublin, OH, United States
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Job Source: Meeder Investment Management IncNew York State Civil Service
Columbus, OH, United States
Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit None listed Salary Range From $145000 to $150000 Annually Employment Type Full-Time Appointment Type Permanent Jurisdictional Class Non-competitive Class Travel Percentage 0% Workweek Mon-Fri Workday From 9 AM To 5:30 PM Flextime allowed? No Mandatory overtime? No Comp
Job Source: New York State Civil ServiceAntolino and Associates
Columbus
Job Description Job Description Salary: $80k-$100k+ Depending on Experience Position: Financial Advisor You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance n
Job Source: Antolino and AssociatesHeartland Bank
Columbus
Job Description Job Description JOB TITLE: Financial Advisor LOCATION: Upper Arlington, OH STATUS: Full-time FSLA JOB CLASS: Exempt REPORTS TO: Director of Financial Planning REQUIRED TRAVEL: DIRECT REPORTS: None If working for a company with an empowered group of individuals dedicated to the financial well-being of their customers is appealing t
Job Source: Heartland BankColumbus, OH, United States
Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals.
The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products. This includes retirement planning, investment planning, college planning, estate planning and insurance needs. The SFA has general responsibility for developing and executing a business plan to grow their market and their team. The SFA also identifies member-owner needs and provides solutions in order to deliver an ever-increasing level of service and economic value to member-owners.
Meets with member-owners to assess financial needs and develop sound recommendations for action through non-depository investments, insurance and/or credit union products.
Sells investment and insurance products to member-owners.
Services investment and insurance accounts, including periodic review with the member and reassessing whether progress towards their financial goals are being achieved.
Develops and executes business plans for increasing sales and service levels, including marketing themselves and generating a portion of their own leads.
Conducts regular training of member center partner-employees on investment and insurance products.
Conducts educational seminars related to financial planning topics.
Coaching and developing the Financial Advisor assigned to the territory. This includes support in member center training, Investment Product training and specific investment recommendations.
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.
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Senior Financial Advisor jobs in Columbus, OH, United States
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