Wealth Management Advisor U.S. BankWealth Management AdvisorColumbus, Ohio$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Commercial Lines Producer/Risk Advisor Rall Insurance Services CompanyCommercial Lines Producer/Risk AdvisorLancaster, OhioNew Sales Mastery: • Lead Generation Dynamo: Cultivate a robust pipeline of opportunities through creative prospecting methods, including leveraging referrals, strategic relationships, and digital channels like LinkedIn. As a Commercial Lines Risk Advisor, you will be the architect of success, turning opportunities into lasting partnerships and crafting tailored risk management solutions that make a real difference for our clients.
Personal Lines Producer/Risk Advisor Rall Insurance Services CompanyPersonal Lines Producer/Risk AdvisorLancaster, OhioNew Sales Mastery: • Lead Generation Dynamo: Cultivate a robust pipeline of opportunities through creative prospecting methods, including leveraging referrals, strategic relationships, and digital channels like LinkedIn. Client Retention Specialist: • Client Care Champion: Regularly review and enhance coverage for current clients, ensuring their evolving needs are met.
NewSenior Denials Prevention Process Improvement Advisor Ensemble Health PartnersSenior Denials Prevention Process Improvement AdvisorOhioRemoteThe Denial Prevention Process Improvement Advisor leads the performance of deep dive analysis on clinical and technical denials for his or her respective client, utilizing multiple analytics tools (including parsed 835 data, Epic BDC records, Access databases/SQL) to identify patterns and trends relative to acute denials. The Denial Prevention Process Improvement Advisor applies high level problem-solving skills to perform root cause analysis on denied accounts as transactions and extrapolates those causes across large volumes identified as denial trends for assigned facilities.
NewTreasury Management Advisor III- International Huntington National BankTreasury Management Advisor III- InternationalColumbus, Ohio8+ years’ experience working with complex, large-scale organizations across a diverse range of industries—including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Existing Client Management: Leverage your expertise to maintain and expand existing customer relationships, ensuring that our clients receive exceptional service and tailored solutions to meet their financial needs.
Financial Center Manager II (Bexley) First Financial BankFinancial Center Manager II (Bexley)Bexley, OH$52,000–$67,000 / yearThe FCM will be responsible for building, developing, and leading a team that is focused on providing clients with an exceptional client experience and deepening relationships through service and client service follow up. Open deposit accounts, accept and key loan applications, close loans, and assist, coach, and lead the branch team's execution of growing accounts; loans and deposits, both consumer and business.
Merchant Sales Advisor Keybank National AssociationMerchant Sales AdvisorColumbus, OH$48,000–$72,000 / yearConsult with prospective businesses in identifying the proper payment solution to meet the business needs; present and sell merchant payment processing including credit card, check processing, gift cards, ACH, and the corresponding hardware and software products with small and medium-sized businesses. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs.
Associate Wealth Advisor CorientAssociate Wealth AdvisorColumbus, OhioCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Advisor, Delaware Campus Columbus State Community CollegeAdvisor, Delaware CampusColumbus, OhioPartners with financial aid office to assist students regarding financial access, wellness, literacy, and economic mobility, and connect students to programs to increase awareness. Partners with faculty, student engagement team, and academic support services to ensure students have the support and resources needed throughout their College experience.
Private Bank Wealth Advisor II Huntington National BankPrivate Bank Wealth Advisor IIColumbus, OhioAt least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
NewWealth Advisor III Huntington National BankWealth Advisor IIIColumbus, OhioAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.
Strategic Wealth Advisor WealthBridge Financial GroupStrategic Wealth AdvisorPowell, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Senior Wealth Advisor WealthBridge Financial GroupSenior Wealth AdvisorBexley, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Wealth Planning Advisor WealthBridge Financial GroupWealth Planning AdvisorNew Albany, OHJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Account Executive – Financial Services SageAccount Executive – Financial ServicesColumbus, OHWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Senior Associate Recruiter- Financial Services/Banking Veterans Sourcing GroupSenior Associate Recruiter- Financial Services/BankingColumbus, OHThis role will partner closely with hiring managers and business leaders to attract, assess, and hire top talent while delivering an exceptional candidate experience throughout the recruitment lifecycle. We are seeking an experienced Senior Associate Recruiter to support full-cycle recruiting efforts across a fast-paced financial services environment.
NewComfort Advisor HVAC Sales Columbus Worthington AirComfort Advisor HVAC SalesColumbus, Ohio$100,000–$200,000 / yearFull timeJoin Columbus Worthington Air, in partnership with American Residential Services (ARS), the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. We are hiring motivated In-Home Sales Representatives (Comfort Advisors) to help homeowners replace and upgrade their heating and air conditioning systems .
Financial Analysis- Home Lending Consumer Pricing and Rev Management- Associate JPMorgan Chase Bank, N.A.Financial Analysis- Home Lending Consumer Pricing and Rev Management- AssociateColumbus, OHFull timeAs a Financial Analyst in the Home Lending Consumer Pricing Finance team you will act as trusted advisors to business and finance leadership and be directly responsible for optimizing performance through pricing and key initiatives, most notably management of our relationship pricing program that partners across our Consumer, Wealth, and Business Banking line of businesses. Join our Home Lending Consumer Pricing Finance & Revenue Management team and help support our mortgage product pricing strategy by providing financial and strategic analysis of key business metrics related to Chase Home Lending Consumer Originations.
NewFinancial Wellness Associate Keybank National AssociationFinancial Wellness AssociateColumbus, OH$19.23–$28.37 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
VP, Financial Planning and Analysis, Clinical Enterprise OhioHealth CorpVP, Financial Planning and Analysis, Clinical EnterpriseOHThis role embeds financial leadership directly into care delivery operations to drive informed decision-making, resource alignment, and sustainable performance while advancing the organization's mission of high-quality, affordable patient care. Drive end to end understanding of profitability for OPG and the service lines at an enterprise level in partnership with other system finance and operational leaders.