State Licensed Financial AdvisorVirtualVocations • Columbus, Ohio, United States
State Licensed Financial Advisor
VirtualVocations • Columbus, Ohio, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Lead Financial Advisor to provide tailored financial advice to startup employees and executives.
Key Responsibilities
Deliver personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients
Shape scalable systems for delivering customized financial advice and ensure client satisfaction
Required Qualifications
7+ years of experience in financial advisory or wealth management, with expertise in equity compensation
Passionate about serving startup employees and executives
Skilled in client relationship management with high-net-worth individuals
Tech-savvy and open to leveraging new tools for improving client experiences
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
serp_jobs.job_alerts.create_a_job
Financial Advisor • Columbus, Ohio, United States
Job_description.internal_linking.related_jobs
Financial Aid Services Advisor.Join our team! Paul Mitchell The School Columbus is looking for a Financial Aid / Services Leader.
The Financial Services Advisor is responsible for providing excellent ...serp_jobs.internal_linking.show_more
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people y...serp_jobs.internal_linking.show_more
Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home.Field Sales Representatives at AT&T are driven to connect – e...serp_jobs.internal_linking.show_more
First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecti...serp_jobs.internal_linking.show_more
Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success.
You can count on us to support your career journey and help you achi...serp_jobs.internal_linking.show_more
Salary : $100k + Bonus depending on experience.Position : Lead Financial Advisor.You will be responsible for delivering value to existing and new clients from understanding each clients unique needs,...serp_jobs.internal_linking.show_more
Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...serp_jobs.internal_linking.show_more
Salary : $45,000-$75,000 + Benefits + Bonus ($2,000-12,000) / yr.At rebel Financial, were proud to break away from the status quo of traditional financial firms.
As a socially conscious enterprise, we ...serp_jobs.internal_linking.show_more
I am seeking dynamic insurance professionals for the office of Andy Ottney - State Farm Agent who are interested in helping my business grow through value based conversations and remarkable custome...serp_jobs.internal_linking.show_more
Financial Advisor - Wright-Patt Credit Union.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.
This employment opportunity at Wright-P...serp_jobs.internal_linking.show_more
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more
National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs.
We offer home, auto and accid...serp_jobs.internal_linking.show_more
serp_jobs.internal_linking.show_more At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...serp_jobs.internal_linking.show_more 
The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, primarily through the sale of non-depository investment and insurance products.This includes ...serp_jobs.internal_linking.show_more
Director of Operations of Client Service Team.Coordinate with team members to provide consistent, effective client support and service.
Ensure timely follow up to client requests and act as point of...serp_jobs.internal_linking.show_more
Applewood Centers is a private, nonprofit agency providing mental health services, social services and education to children, adolescents and families living in Cuyahoga and Lorain counties.Dedicat...serp_jobs.internal_linking.show_more
Career Changers Wanted | Build Your Own Financial Advisory Practice.Commission-Based | $80,000–$110,000 at plan yearly.You’ve built credibility.
You’re trusted in your community.Yo...serp_jobs.internal_linking.show_more
At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi...serp_jobs.internal_linking.show_more Salary : $60,000-$120,000 + Benefits + Bonus ($2,000-20,000) / yr.At rebel Financial, were on a mission to transform the financial services industry by putting.
As a values-based RIA firm, we strive fo...serp_jobs.internal_linking.show_more
Financial Aid Services Advisor
Paul Mitchell Schools • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Thrivent • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Field Sales Representative
AT&T • Reynoldsburg, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor II
First Merchants Bank • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
2026 Financial Advisor Entry Level
Plante Moran • Columbus, OH, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Lead Financial Advisor - Columbus, OH
Antolino and Associates • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Driver - Make Money On Your Schedule
Uber • Sparta, OH, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
•Support Financial Advisor (not actively hiring, but always open to exploring mutually beneficial op
rebel Financial • Groveport, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Insurance and Financial Services Position - State Farm Agent Team Member
Andy Ottney - State Farm Agent • Dublin, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - Wright-Patt Credit Union
LPL Financial • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Advisor - PNC Investments
PNC • Columbus, OH, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Direct Sales Agent Specialist (2877)
Direct Auto • London, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
Edward Jones • Dublin, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor - PNC Investments
PNC • Columbus, OH, US
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Financial Advisor
WPCU • Hilliard, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Staff Financial Advisor
Summit Financial Strategies • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Licensed Group Therapist (Residential)
Applewood Centers • Unionville Center, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Financial Advisor
WestPoint Financial Group • New Albany, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Financial Advisor - Central OH
Corebridge Financial • Columbus, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
•Associate Financial Advisor (not actively hiring, but always open to exploring mutually beneficial
rebel Financial • Groveport, OH, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted