364 Results for

Financial Services Jobs in Bexley, OH

Jobs

Columbus, OH7 days ago

$100,000–$115,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Columbus, OH1 day ago

Remote

$150,000–$200,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a growing company in the reinsurance industry that is on the lookout for a Senior Software Engineer / Senior Full Stack Engineer with strong Python skills and a reinsurance or financial services background!

New!

Reynoldsburg, OHToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Dublin, Ohio11 days ago

$17–$19.98 Per Hour
Full-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Delaware, OH21 days ago

$68,000–$72,000

BENEFITS: Aramark offers comprehensive benefit programs and services for eligible employees including medical, dental, vision, and work/life resources. Coaches associates by creating a shared understanding about what needs to be achieved and how to execute to create a best-in-class dining experience.

Columbus, OH18 days ago

$38–$40 Per Hour

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. The position requires sustained focus, accurate data handling, and the ability to manage repetitive review tasks while maintaining quality and consistency.

Columbus, OH11 days ago

$25–$31 Per Hour
Full-time
Employee

High level of professionalism and confidence with the ability to build credibility and work collaboratively with team members, leadership, Risk, Audit, IT, and business partners. Highly motivated with strong organizational (time management, planning, goal setting, tracking, etc.), analytical, decision making, and problem-solving skills.

Columbus, OH30 days ago

$50–$58 Per Hour
Temporary
Contractor
Full-time

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. You will translate regulatory and business requirements into scalable data designs and collaborate closely with data engineering and OFSAA (Oracle Financial Services Analytical Applications) teams to deliver reliable, auditable reporting.

Columbus, OH16 days ago

$55–$62.50 Per Hour
Temporary
Contractor
Full-time

Master's degree in Decision Sciences, Statistics, Applied Mathematics, Engineering, Computer Science or Information Systems, Operations Research, or a STEM degree AND a minimum of 3 years of work experience in analytics or data science (If candidate has a PhD, no work experience is required). Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles.

New!

Marble Cliff, OH2 days ago

$19–$19 Per Hour
Temporary

Education: High school studies required Undergraduate studies desirable Participation in technical coursework such as LOMA, CLU, ChFC desirableExperience: Three years work experience with two years product-related customer service work experience preferred Work experience with undergraduate studies preferredKnowledge: General office practices, customer service, and office equipment Information systems and insurance/financial services industry practices (i.e Life Insurance) preferred Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniquesSkills: Effective written and oral communication skills to interact with customers, team members, and management Decision making skills necessary for customer contacts Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action Proven ability to operate a CRT and PCCredit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection processSummary of Job Responsibilities:Provides prompt efficient service for assigned product and/or service center internal and external customers. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication3.

New!

Marble Cliff, OH1 day ago

$20–$20 Per Hour
Temporary

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

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.

Columbus, OH30+ days ago

$31,000–$58,000

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.

Worthington, OH30+ days ago

As a State Farm team member for Mike Mathers - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

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.

Grandview Heights, OH30+ days ago

$18–$19 Per Hour
Contractor

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Responsibilities: Provides outstanding quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.

Columbus, OH30+ days ago

$31,000–$58,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Columbus, OH16 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.

Hilliard, OH30+ days ago

ROLE DESCRIPTION: As a sales representative with the Mike McClaskie Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

Columbus, OH19 days ago

As a State Farm Lifetime President's Club Qualifier, Chairman’s Circle Agent, and Million Dollar Round Table Court of the Table Qualifier, we’ve earned numerous accolades for our excellence in service. Join Jonathan Yu State Farm in Columbus, OH, where we are passionate about helping our customers save on insurance, from auto and home to renters and life insurance.

Dublin, OH9 days ago

$27.14–$32.14 Per Hour

Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. Responsibilities:Maintains and analyzes accounts and financial data to ensure accounts and variances are accurately stated; and conducts timely reconciliations.

Dublin, OH15 days ago

Contractor

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines. clients, carriers, IT, client services, etc.); to provide support by assisting stakeholders and management with research, analysis, resolution, questions and concerns.

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.

New!

Dublin, OH5 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.

Upper Arlington, OH30+ 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, Ohio23 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

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.

Columbus, OH30+ days ago

Full-time

Treasury is a function within the CCB Finance organization that supports senior leadership in actively managing their balance sheet, Capital and Risk Weighted Assets (RWA), Liquidity, Funds Transfer Pricing (FTP) and Interest Rate Risk (IRR), across the respective lines of business. Liaise with lines of business (LOB) Controllers, P&A and CFO teams, CCB Treasury Analytics, Treasury/CIO and Risk on FTP framework changes and other Corporate and senior management deliverables .

Columbus, OH26 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

Full-time

Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.

Columbus, OH30+ days ago

The Vice President of Commercial Services assumes overall leadership responsibility and control of all aspects of Commercial Business and Treasury Management sales strategies, policies, and programs necessary to develop and grow the Credit Union’s commercial loan and deposit services and achieve business membership growth goals. Provides oversight responsibility for Treasury management services provider, ensuring service level agreements (SLAs) are met, and resolving performance issues to maintain high-quality service delivery; Negotiate and oversee contracts with suppliers, ensuring compliance with company policies, cost-effectiveness, and alignment with organizational goals.

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. Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements.

Columbus, OH26 days ago

$111,820.80–$139,755.20 Per Year
Full-time

Who We AreSince 1935, OPERS has provided security and peace of mind to Ohio's retired public workers and their families by offering retirement, disability, and survivor benefit programs. Lead – Financial Systems – Downtown Columbus, Ohio (Hybrid)The Ohio Public Employees Retirement System is one of the top pension systems in the United States.

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, OH10 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, Ohio30+ days ago

$17.84–$26.76 Per Hour

With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. Interacts and maintains excellent working relationships with medical staff, referring physicians, and their designees to obtain complete, accurate, timely clinical and financial information required for payer reimbursement.

Columbus, OH30+ days ago

$215,000–$270,000 Per Year

A Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.

Powell, Ohio15 days ago

$16.59–$24.89 Per Hour

HEATH, Ohio30+ days ago

Organization : Name: NEWARK OH Default: Location : City: HEATH Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Columbus, Ohio15 days ago

$16.59–$24.89 Per Hour

Columbus, Ohio15 days ago

$16.59–$24.89 Per Hour

Powell, Ohio10 days ago

$16.59–$24.89 Per Hour

Columbus, Ohio8 days ago

$16.59–$24.89 Per Hour

New!

Westerville, Ohio3 days ago

$16.59–$24.89 Per Hour

New!

Columbus, OH4 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Lancaster, OH30 days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Columbus, Ohio16 days ago

$16.59–$24.89 Per Hour

With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part. Responsibilities: The Patient Services Associate is responsible for coordinating and providing patient support services such as answering phones, directing calls, greeting patients/visitors, maintaining patient medical records via EMR or paper charts, assisting with patient scheduling, performing office functions, and handling patient payments as applicable.

Westerville, Ohio29 days ago

$20.63–$30.94 Per Hour

Responsibilities: Assists management in leading the day-to-day operation; coordinates and provides patient support services such as answering phones, directing calls, greeting patients/visitors, maintaining patient medical records via EMR or paper charts, assisting with patient scheduling, performing office functions, and handling patient payments as applicable. With over 100 cutting-edge outpatient center locations, dedicated to providing exceptional patient care while fostering a collaborative work environment, our buckeye team includes more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part.

Columbus, OH30+ days ago

Full-time

Some of the most common functions and activities that are owned by Financial Controllers are balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting and governance, inter-entity control & governance, manual accounting / bookings to the GL, and operating systems and the month end close process and coordination. As a Financial Controller Associate in the Financial Control team, you are primarily focused on ensuring the accuracy, integrity and timeliness of the Firm's books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business.

Columbus, OH30+ days ago

Full-time

Some of the most common functions and activities that are owned by Financial Controllers are balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting and governance, inter-entity control & governance, manual accounting / bookings to the GL, and operating systems and the month end close process and coordination. As a Financial Controller Associate, the function is primarily focused on ensuring the accuracy, integrity and timeliness of the Firm's books and records, with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business.

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Financial Services Jobs in Bexley, OH

Financial Systems Coordinator Vaco LLC

Senior Python Developer Jobot

Financial Consultant - Columbus, OH Fidelity Investments

Retail Customer Service Associate FedEx

Food Service Manager Aramark

HR Consultant Pyramid Consulting, Inc

Consumer Loan Servicing Specialist: III (Senior) Talent Software Services

Business Systems Analyst Genesis10

Senior Data Scientist Genesis10

Customer Service - Financial Services Representative Jobs in USA, OH, Grandview Heights | Rose International Job Rose International

Customer Service - Bilingual Financial Services Analyst Jobs in USA, OH, Grandview Heights | Rose International Job Rose International

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

Client Services Specialist – Financial Services – Ohio All Financial Freedom

Insurance and Financial Services Position - State Farm Agent Team Member Mike Mathers - State Farm Agent

Financial Aid Services Advisor Paul Mitchell Schools

Financial Services Representative-Bilingual Pyramid, Inc

Financial Services Specialist – Ohio All Financial Freedom

Account Executive – Financial Services Sage

Insurance and Financial Services Position - State Farm Agent Team Member Mike McClaskie - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member Jonathan Yu - State Farm Agent

Financial Support Services Specialist Iconma

Financial Support Services Specialist Apidel Technologies

Financial Advisor KEMBA Financial Credit Union

Financial Advisor Skylight Financial Group

Financial Advisor Timothy Walk

Financial Advisor Northwestern Mutual

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

Financial Analysis Associate - Treasury Controller JPMorgan Chase Bank, N.A.

Financial Advisor First Command Financial Services, Inc.

Associate, Operations Financial Planning & Analysis JPMorgan Chase Bank, N.A.

Vice President of Commercial Services KEMBA Financial Credit Union

Senior Product Delivery Associate - Fulfillment Archive Services JPMorgan Chase Bank, N.A.

Lead - Financial Systems OPERS

Jr. Financial Analyst Veterans Sourcing Group

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

Financial Clearance Representative L2 (OON/Special Coverages) Ohio State University Physicians, Inc.

Tax Managing Director, Private Client Services bdo consulting

Patient Services Associate- Cardiology- Brand New Powell Location Ohio State University Physicians, Inc.

Financial Representative Western & Southern Life

Patient Services Associate- Ophthalmology Ohio State University Physicians, Inc.

Patient Services Associate - Float Pool Ohio State University Physicians, Inc.

Patient Services Associate Ohio State University Physicians, Inc.

Patient Services Associate - Orthopedics Ohio State University Physicians, Inc.

Patient Services Associate- Pediatrics and Medical Specialties- New Albany Ohio State University Physicians, Inc.

Billing Specialist - Shared Services Insurance Office of America

Financial Representative - Seeking Growth Seckel Region - Modern Woodmen of America

Patient Services Associate- Hospital Medicine Ohio State University Physicians, Inc.

Lead Patient Services Associate- Family Practice Ohio State University Physicians, Inc.

Corporate Controller - Financial Controller - Associate JPMorgan Chase Bank, N.A.

Financial Controller - Associate JPMorgan Chase Bank, N.A.

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