47 Results for

Financial Advisor Jobs in Westerville, OH

Jobs

New!

Columbus, OHToday

Remote

Groupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.

New!

Upper Arlington, OH5 days ago

$61,000–$119,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis.

Upper Arlingtn, Ohio27 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Columbus, OH30 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Columbus, OH30+ days ago

The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appropriate insurance and securities products to meet Members goals and objectives. Cultivates strong working relationships and build trust among Credit Union Staff and Members along with other key local people in the Credit Union movement, attend/participate in staff meetings and other Credit Union staff functions.

Columbus, OH30+ days ago

Full-time

These include acting as a resource for prospecting new business opportunities, establishing and managing client relationships, educating clients about our products, and identifying top advisors through calling efforts, mail/e-mail campaigns, and referrals. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Dublin, OH9 days ago

$75,000–$150,000 Per Year

Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. With Skylight support, you will be able to provide peace of mind around concerns that clients face such as the ability to fund a college education, prepare for retirement, protecting themselves from the risks of life and increasing their overall confidence that they are on the right track.

Columbus, OH30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

New Albany, OH9 days ago

$75,000–$150,000 Per Year

At WestPoint Financial Group, we help professionals like you make the leap into financial advising—with autonomy, support, and a community that’s got your back. Willingness to obtain Life & Health License, SIE, and Series 7 (if not already licensed).

Columbus, OH14 days ago

$125,000–$200,000

Join 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.

Columbus, OH30+ days ago

The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid applicants and their families throughout the financial services process. The Financial Services Advisor is responsible to maintain a thorough knowledge of available types of financial aid, scholarships, and general student eligibility criteria.

Columbus, Ohio30+ days ago

Conducts outreach to students to resolve barriers to enrollment such as no FAFSA on file, wrong FAFSA on file, aid cancellation due to self-corrections on FAFSA, and other issues as needed. Provides information regarding program of study, next steps of enrollment, documents needed, new student orientation, placement testing, academic advising, course selection and registration.

Columbus, OH30+ days ago

Full-time

Our wide array of financial strategies-equity, fixed income, cash management, currency, asset allocation, and alternative asset classes-allows investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Dublin, OH30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Grove City, OH30+ days ago

Full-time

Delaware, OH30+ days ago

Full-time

Pickerington, OH30+ days ago

Full-time

Columbus, OH30+ days ago

Pay rate: $23/hr W2The Service Professional will support key Client Servicing functions including Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for a large network of Financial Advisors. This role involves analyzing, researching, and resolving issues across multiple systems, preparing combined summaries, selecting indices, and assisting with system navigation.

Columbus, OH30+ days ago

Full-time

You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.

Columbus, OH30+ days ago

Full-time

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Columbus, OH30+ days ago

Full-time

Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies .

Columbus, OH30+ days ago

Full-time

Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Columbus, OH30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Pickerington, OH30+ days ago

Full-time

New!

Columbus, OH6 days ago

This is with a boutique consulting firm in the data space, including MDM, PIM, data governance, analytics, data integration, and related digital transformation services. Sell data management, data governance, analytics, MDM, PIM, and related consulting services into financial services clients.

Dublin, Ohio20 days ago

The Category Planning team is a strategic business partner embedded deeply within Pharmaceutical Division Consumer Health Category Management, dedicated to turning market and performance data into a competitive advantage. Supports Category Management team on building category financial plans that support and drive the desired financial results that increase market share and exceed customer expectations.

New!

Columbus, OHToday

$55,000–$75,000 Per Year

The specialist will also manage service opportunity pipelines, maintain comprehensive project documentation, and collaborate with internal teams and partners to ensure successful service engagements and a world-class customer experience. The ability to effectively communicate and sell complex technical products or services by understanding customer needs, articulating the value proposition, and providing technical expertise to support the sales process - Intermediate.

New!

Columbus, OHToday

This along with TOP Performer opportunities in our Drive for Success programs provide a financial benefit as well as a personal enjoyment for the associates and their families. Why you'll love working with us: Associate recognition occurs daily through In-Store programs along with our monthly "Feed the Machine" incentive program.

Powell, OH30+ days ago

$125,000–$185,000

Columbus, OH20 days ago

Working 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.

Ashley, Ohio30+ days ago

We are conducting a confidential search for a Chief Financial Officer on behalf of a financially strong, independent community health system with deep roots, a committed leadership team, and a clear path for continued growth leading hospital/clinic/service line financial strategy. This opportunity is designed for a high-performing financial leader with a strong trajectory who is ready to step into a broader, more visible enterprise with hospital and medical group leadership role—where decisions move quickly, partnerships matter, and impact is immediate.

Upper Arlingtn, Ohio27 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Columbus, OH30+ days ago

Build, lead, and scale a best-in-class FP&A organization capable of supporting a $100M+ ARR, rapidly growing, geographically diverse, hardware-enabled SaaS business; recruit, develop, and retain top-tier finance talent. Serve as a trusted advisor to the CEO, CFO and executive leadership team, providing forward-looking insights that influence strategic decisions, capital allocation, pricing, investments, and resource prioritization.

Columbus, OH30+ days ago

Full-time

Accurately record new account attributes (Financial advisor details, strategy selection, client customization, tax budget for a tax transition) in internal systems in a timely manner to ensure accounts are invested in accordance to established SLAs and to facilitate downstream processes including performance calculation and fee billing. As a Client Account Specialist supporting our Customized Managed Account Solutions business, you will be responsible for facilitating new account set up processes for our Tax Smart Separately Managed Accounts (SMAs).

Columbus, OH30+ days ago

Full-time

On behalf of Lending Solutions, you will craft compelling communications, training, and toolkits that build confidence in the field and deepen client conversations around lending solutions, while partnering closely with Divisional leadership and cross functional teams to align initiatives with business goals, resolve production and client service issues, and deliver a seamless front to back experience. Success will be measured by adoption and effectiveness of field content and initiatives, conversion and growth across priority lending products and segments, sales discipline adherence and pipeline health, time to impact for new initiatives and launches, and advisor and client satisfaction with lending enablement.

Columbus, Ohio13 days ago

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Columbus, OH30+ days ago

Full-time

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.

Columbus, OH30+ days ago

This role ensures plans remain compliant with federal regulations, prepares plan documents, analyzes census data, calculates employer contributions, completes compliance testing, prepares required filings, problem solves and serves as a liaison between plan sponsors, recordkeepers, and financial advisors. Our primary focus is to work with small and mid-size businesses to provide retirement plan and employee benefit solutions utilizing innovative technology to help employees and employers experience success in offering these programs.

Westerville, OH30+ days ago

$150,000–$225,000

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Columbus, OH30+ days ago

The Service Professional will be responsible for supporting the Client Servicing departments of Performance Reporting, Asset Allocation, Portfolio Risk, Confirms, Prospectus, and Statements for the largest field of Financial Advisors in the industry. In this role, the Service Professional will analyze, research, and reconcile issues across multiple platforms as well as help to create combined summaries, select indices, and provide system navigation.

Columbus, OH30+ days ago

Full-time

Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners.

Columbus, OH30+ days ago

Full-time

Drive the engine of Global Liquidity client service-own cash flows, trades, settlements, reconciliations, and rapid resolutions for financial intermediaries and corporates with independent judgment at a leading asset manager. Analyst tasks include cash flow monitoring, trade processing, settlement and reconciliation, client request processing, problem resolution, information requests, and any other duties in support of ongoing maintenance of client accounts.

Columbus, OH30+ days ago

Successful applicants will be highly professional, career-driven, and committed to World-Class Service to contribute in a fast-paced, team-oriented environment to multi-task and adjust quickly to change in a busy financial service center-Remote capabilities but must be able to work in an office for a min of 3 days a week. Field Facing Service Professionals will handle incoming phone calls, if needed escalations and resolve concerns regarding various compensation inquiries for Brokerage accounts.

Westerville, OH30+ days ago

Tax Preparation & Compliance: Manage and prepare federal and state tax returns, including, Gift Tax (Form 709), Fiduciary Income Tax (Form 1041 for estates and trusts), final Individual Income Tax returns (Form 1040), and related state filings. In this role, you will be instrumental in delivering comprehensive tax compliance, fiduciary accounting, and strategic advisory services to a diverse client base, including high-net-worth individuals and complex family structures.

Columbus, OH11 days ago

Full-time

2. Local Business Partnerships Build a network of 25–40 active partner businesses serving our target demographic — high-end barbershops, men's clothing, golf clubs, financial advisors, dentists, chiropractors, PTs, executive recruiters, and complementary wellness practitioners. Restore Hyper Wellness is hiring a Community Director to build B2B corporate wellness partnerships and a local referral network across our three Columbus studios.

Mount Victory, OH16 days ago

$59,059.65–$90,000 Per Year

Competitive candidates should reside within one of the listed zip codes and will service this same territory: 43310 43316 43331 43345 43347 43413 43437 43451 43457 43462 43466 43467 43511 43516 43524 43526 43527 43529 43536 43541 43548 43556 44802 44804 44815 44817 44830 44841 44853 45801 45804 45805 45806 45807 45808 45810 45812 45813 45814 45816 45817 45819 45820 45821 45822 45827 45828 45830 45831 45832 45833 45835 45836 45840 45841 45843 45844 45849 45850 45851 45853 45854 45855 45856 45858 45859 45861 45862 45863 45864 45868 45870 45871 45872 45873 45874 45875 45876 45877 45879 45880 45881 45882 45884 45885 45886 45887 45888 45889 45890 45891 45893 45894 45895 45896 45897 45898 45899 43326. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!

Columbus, OH30+ days ago

The Member Center Mortgage Loan Originator (MCLO) is responsible for helping members purchase homes and save money by refinancing existing mortgages through effectively building relationships with builders, real estate agents, member center staff, other centers of influence and promote the credit union mortgage capabilities throughout the credit union’s footprint. 4) Establishes and maintains relationship with area realtors, builders, other centers of influence such as financial advisors and creates relationships within the credit union with other departments (retirement solutions and member business services) to provide them with information regarding the credit union’s first mortgage products and programs to increase origination volume.

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Financial Advisor Jobs in Westerville, OH

Life Insurance Advisor - Remote (Commission-based) Group Financier Signature

Financial Advisor Timothy Walk

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor KEMBA Financial Credit Union

Asset Management - Financial Advisor Services - Analyst JPMorgan Chase Bank, N.A.

Financial Advisor Skylight Financial Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor WestPoint Financial Group

Experienced Financial Advisor - Independent Platform (Ohio) WealthBridge Financial Group

Financial Aid Services Advisor Paul Mitchell Schools

Advisor, Financial Aid Columbus State Community College

Asset Management - Internal Client Advisor Independent Broker Dealer - Associate JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Dublin, Marysville, Powell - Ohio JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Grove City, Ohio JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Delaware, Ohio JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Pickerington / Canal Winchester - Ohio JPMorgan Chase Bank, N.A.

Jr. Financial Analyst Veterans Sourcing Group

Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate JPMorgan Chase Bank, N.A.

Consumer Direct Home Lending Advisor - Columbus, OH JPMorgan Chase Bank, N.A.

Community Home Lending Advisor- Columbus, OH JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Columbus OH JPMorgan Chase Bank, N.A.

Asset Management - Everyday 401k Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Pickerington OH JPMorgan Chase Bank, N.A.

Data Sales Advisor - FinServ Gables Search Group

Advisor, Category Planning - Analytics Cardinal Health

Presales Services Advisor SHI GmbH

Service Advisor Toyota

Private Wealth Advisor WealthBridge Financial Group

Account Executive – Financial Services Sage

Chief Financial Officer MRINetwork Jobs

College Financial Representative, Internship Program Northwestern Mutual

Director of Financial Planning & Analysis AssetWatch, Inc.

Asset Management - Customized Managed Account Solutions - Client Account Specialist (Associate) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Vice President, Lending Solutions Sales Strategy & Execution JPMorgan Chase Bank, N.A.

Account Executive - Retirement 401(k) Services Paychex

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Columbus, OH JPMorgan Chase Bank, N.A.

Retirement Plan Third Party Administrator GBQ Holdings LLC

Managing Director WealthBridge Financial Group

Portfolio manager Veterans Sourcing Group

Asset Management - Sales Desk Manager - Executive Director JPMorgan Chase Bank, N.A.

Asset Management - Global Liquidity Client Account Analyst JPMorgan Chase Bank, N.A.

Banking Customer Support Rep Veterans Sourcing Group

Estate & Trust Tax Manager Nichols & Company, CPAs

Community Director — Corporate Wellness & Local Partnerships Restore Hyper Wellness of Columbus

Claim Specialist - Property Field Inspection State Farm

Member Center Loan Originator Wright-Patt Credit Union Inc.

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