-
Financial Advisor
1 week ago
FusionWorks Gahanna, United StatesAbout the Company · The Oberender AG is one of the leading management consulting firms in the healthcare sector. Our diverse range of services includes strategy development and implementation, as well as assuming management functions. Our clients include hospitals, private and pu ...
-
Financial Advisor
5 days ago
Skylight Financial Group Ohio, United StatesSkylight 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. · As an Advisor, y ...
-
Financial Advisor
1 week ago
Magellan Financial & Insurance Services, Inc. Columbus, United StatesElite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax () is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...
-
Financial Advisor
1 week ago
Lifetime Financial Growth Columbus, United StatesJob Description · Job DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals · BENEFITS · You can't attract quality people with a second-best compensation package. As a Financial Advisor, you'll be part of a recognized, respec ...
-
Financial Advisor
1 week ago
Insight Financial Planning Columbus, United StatesJob Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...
-
Financial Advisor
1 week ago
Capital Asset Management, Inc. Columbus, United States Full timeCapital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions. · Applicants must hav ...
-
Financial advisor for personalized advice
1 week ago
beBee Handyman Urbancrest, OH, United States Freelance1. Our Spanish company, 3dled, is looking to purchase LED materials from a company in Urbancrest, OH. As we are a company outside of Mexico, do we still need to pay Mexican VAT? · 2. We plan to sell these materials to Promo Espacio, a Mexican company, with a margin. Should we inv ...
-
Financial Advisor Coach
1 week ago
Elite Advisor Network Franklin, United StatesFinancial Advisor Coach · Position Overview · Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to s ...
-
Senior Financial Advisor
1 week ago
Wright-Patt Credit Union Columbus, United StatesJob Description · 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 Fin ...
-
Junior Financial Advisor
1 week ago
KEMBA Financial Credit Union Columbus, United StatesJob Description · Job Description · Title: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union M ...
-
Senior Financial Advisor
2 days ago
Wright-Patt Credit Union Columbus, United StatesWright 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 ...
-
Junior Financial Advisor
6 days ago
KEMBA Financial Credit Union Columbus, United StatesReports to: Director of Wealth Management & Financial Resources · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial go ...
-
Financial Advisor Assistant
1 week ago
Lifetime Financial Growth Columbus, United StatesJob Description · Job DescriptionJob description · The assistant's role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities. · Critical factors of ...
-
Staff Financial Advisor
5 days ago
Summit Financial Strategies Columbus, United StatesJob Description · Job DescriptionSalary: · Title: · Staff Financial Advisor · Status: · Full-time salaried · Reports to: · Director of Operations of Client Service Team · Job Summary · The Staff Financial Advisor has broad responsibility for client satisfaction and supports th ...
-
Financial Advisor Remote
1 week ago
Paramount leadership development Columbus, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Junior Financial Advisor
4 days ago
KEMBA Financial Credit Union Columbus, United StatesJob Description · Job DescriptionTitle: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members ...
-
Financial Advisor Remote
1 week ago
Paramount leadership development Columbus, United StatesJob Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...
-
Merrill Team Financial Advisor
1 week ago
The Bank of America Corporation Columbus, United StatesMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Financial Advisor, Advisor, Fi ...
-
Voya Columbus Financial Advisor
1 week ago
Voya Financial Advisors Inc Columbus, United StatesVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships. · This position will be resp ...
-
Senior Advisor Financial Strategies
1 week ago
New York State Civil Service Columbus, United StatesOccupational 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 ...
Financial Advisor - Columbus, United States - OPOC
Description
Job Description
Job DescriptionJob Description:(One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written communication skills, and enjoys working in a fast-paced, team environment. The ideal candidate will have excellent knowledge of trends and regulatory changes, the ability to assess client and participant needs and deliver a positive customer experience through proactive guidance and education. If you have a commitment to excellent customer service and a willingness to go above and beyond, we would love to meet you
What were looking for
\tEnthusiasm for and solid knowledge of 401K/403b retirement plans and services.
\tAbility to proactively deliver a positive customer experience for clients and participants.
\tAbility to bring new ideas and solutions to grow retirement services business and achieve team goals.
\tEnjoyment for performing analytical, detailed, and process-oriented activities.
\tAdvanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and the desire to learn other software systems as necessary.
\tPreferred FINRA Series 7 and 66 license.
Compensation
This role offers great potential for achieving high levels of compensation, depending on your individual drive. offers generous base pay and full benefits, as well as goal-oriented bonuses and incentives.
Benefits
\t401(k) with Company matching
\tDental insurance
\tDisability insurance
\tHealth insurance
\tPaid time off
\tPaid training
\tVision insurance
OUR GROWTH OPPORTUNITIES:
At OPOC, we empower our employees to set their sights high and blaze their own trails.
This is a place where your future success and growth are truly a result of your own efforts and achievements.
Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new placesAbout Us:
: is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 One-Point-of-CARE solutions for small and mid-sized organizations. For over three decades, has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. enjoys a national presence, delivering service to a broad spectrum of corporate clients across America.
Join us
If your passion is to work in a caring environment.
If you believe that learning is a life-long process.
If you strive for excellence.