Last updated 2026-07-05

27 Wealth Management Jobs in Columbus, OH, United States

Browse 27 Wealth Management jobs across Columbus, OH, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 2hr, 50m ago

Page 1

Fifth Third Securities, Inc.

Jul 3
Investment Executive (Financial Advisor) Grove City, OH
Grove City, OH, United States mid Full Time
  • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
  • May handle large book of clients with more complex financial profiles.

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jul 1
Advisor Development Program - Financial Solutions Advisor Trainee...
Upper Arlington, OH, United States entry Full Time $28.85-33.65/hr
  • This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that pro…

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0101 The Huntington National Bank

Jun 30
Wealth and Investment Premier Portfolio Manager - Sr.
Columbus, OH, United States senior Full Time
  • Description Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associat…
  • Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the…

711 MS Smith Barney, LLC

Jun 30
Client Relationship Analyst
Columbus, OH, United States senior Full Time
  • POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private We…
  • DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: Supporting the FA/PWA/team in cultivating…

Huntington

Jun 30
Wealth and Investment Premier Portfolio Manager - Sr.
Columbus, OH, United States senior Full Time
  • Huntington Description Summary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfoli…
  • Responsible for ongoing customer service and relationships with internal colleagues.

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Janney Montgomery Scott LLC

Jun 29
Senior Wealth Planning Associate - Columbus, OH
Columbus, OH, United States senior
  • The Senior Wealth Planning Associate is responsible for assisting a Financial Advisor (FA) or Financial Advisor Team to prepare and…
  • What you have: 2 years’ experience in financial planning role Bachelor's Degree Professional Licenses: CFP, Series 7, 63 and 65…

AB3 Nationwide Life and Annuity Insurance Co

Jun 28
Regional Wholesaler (RVP) - IMO Annuity
Columbus, OH, United States mid Full Time $65k-80.2k/yr
  • Assists IMOs in identifying and marketing to financial professionals.
  • Reporting Relationships: Reports to Sales Manager.

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WealthBridge Financial Group

Jun 26
Senior Wealth Advisor
Columbus, OH, United States senior Full Time
  • As a Senior Wealth Advisor at WealthBridge, you will play a pivotal role in empowering clients to make informed financial…
  • WealthBridge Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team.

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LE001 Northwest Bank

Jun 15
Universal Banker
Columbus, OH, United States mid Full Time
  • Establish effective partnerships with Financial Advisors, LRMs, Mortgage and Business Bankers.
  • Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals to build a robust pipeline…

EAG Affordable Housing, LLC

Jun 4
Audit Senior Manager – Affordable Housing
Columbus, OH, United States senior Full Time
  • We are seeking a Senior Manager to join the Affordable Housing Assurance practice in the office of Johns Creek, Birmingham,…
  • We act as a trusted business advisor every step of the way, from a client’s first financial report to their…

Lplfinancial

May 28
Financial Advisor - German American Bank - Upper Arlington, OH
Upper Arlington, OH, United States mid
  • This employment opportunity at German American Bank in Upper Arlington, OH would allow you to join the Investment Program at…
  • This exciting position will allow you to grow your career and business, helping the people and families that look to…

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Fidelity Investments Careers

May 26
Financial Consultant - Columbus, OH
Columbus, OH, United States mid
  • The Expertise We’re Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 66…
  • The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and…

Corient Services LLC

May 19
Senior Wealth Analyst
Columbus, OH, United States senior Full Time
  • Competencies Financial planning and investment principles, including processes and procedures Technology: Salesforce, Portfolio Accounting…
  • We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an…

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94-1687665 Bank of America, National Association

May 7
Relationship Banker - Columbus, OH Area
Columbus, OH, United States entry Full Time $25-27.88/hr
  • Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect…
  • Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through…

Plante Moran

Apr 29
Wealth Management Operations - Client Services Support
Columbus, OH, United States entry Full Time
  • 2+ years administrative or investment industry experience required High School diploma or GED equivalent is required Client service orienta…
  • This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support…

PNC

Apr 15
Financial Advisor - PNC Wealth Management
Dublin, OH, United States mid Full Time
  • At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.
  • PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirem…

Bank of America

Apr 13
Merrill Advisor Development Program - Financial Advisor: Buckeye...
Columbus, OH, United States entry Full Time
  • Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth…
  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…