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Financial Advisor jobs in Columbus

Posted 6 hours ago

Best Match

Customer Accounts Advisor

The Aaron's Company Columbus, OH

The hourly range for this position is $13.25 to $14.00. This position is also eligible for incentive pay based on performance. ...

Dynamic Environment

Benefits Advisor

Aflac Columbus, OH

Insurance Sales Agent Overview: Aflac is seeking independent professionals to join the Aflac sales team as a Benefits Advisor. We are looking for outgoing, entrepreneurial and motivated individuals...

High salary

HFA Financial Advisor - Branch

Huntington Bancshares, Inc. Columbus, OH

Description Summary: Welcome to a career opportunity that allows you to impact the daily lives of clients and their families while building a successful Financial Advisory practice! The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with branch staff to uncover client needs and offer the most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Utilize available tools and resources to build on a comprehensive financial planning approach that incorporates all assets, goals, time horizon, and risk tolerance. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon, and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with the best solutions for all their needs. Performs other duties as assigned. Basic Qualifications: High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66, and Life and Health Licenses Preferred Qualifications: Bachelor's Degree At least 2-3 years of experience in an investments area Experience coaching, influencing, and developing individuals in a team environment Track record of exceeding expectations as well as assigned goals and targets Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork, and commitment to excellence in service and follow-up Exempt Status: Yes (not eligible for overtime pay) Workplace Type: Office Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law. #J-18808-Ljbffr

Service Advisor

Mark Wahlberg Chevrolet of Worthington Columbus, OH

Job Description Job Description Description: At Feldman Automotive & Mark Wahlberg Automotive, we are seeking a proactive, customer-oriented Service Advisor to join our team. Our rapid growth and fast-paced environment make this an exciting workplace. With dealerships nowacross Michigan and Ohio, opportunities for advancement are limitless. We focus on professional growth andrewarding highly motivated employees because happy employees lead to happier customers. If you are ready toadvance your career, come join our team! Responsibilities: - Greet customers and provide them with a warm welcome - Listen actively to customer concerns and needs - Schedule appointments and manage service requests - Advise customers on recommended service and repair options - Prepare service orders and ensure accurate billing - Follow up with customers to ensure satisfaction and address any additional concerns - Maintain a clean and organized service area If you are passionate about providing exceptional customer service and have the skills and experience we are looking for, we welcome your application. Join our team and help us provide the best service possible to our valued customers. Requirements: - High school diploma or equivalent - Excellent communication and customer service skills - Ability to multitask and prioritize in a fast-paced environment - Strong attention to detail and accuracy - Proficient in basic computer skills - Previous experience in a service or hospitality role preferred Benefits Medical, Dental, Vision, Short and Long-term disability, AD&D and Life Insurance Paid Time Off and 401k with Company match Paid training and real career growth Competitive compensation package Employee discounts on Vehicle Purchase, Parts, Service and More! We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Service Advisor / Manager

Milex Complete Auto Care - Mr. Transmission Columbus, OH

Job Description Job Description Benefits: Competitive salary Dental insurance Employee discounts Free uniforms Health insurance Paid time off Profit sharing Training & development Tuition assistance Vision insurance Stop Working At A Job That Sucks. Work With Friends In An Environment That Wants To Give You A Lot Of Money And A Life-Long Career >> We Dont Want To Be A Pit Stop In Your Career We Want To Be The Last Job Youll Ever Have (Because You Cant Imagine Working Anywhere Else) Every Day Is Amazing You show up early for your shift because you cant wait to hang out with the other members of your team. (Youd NEVER do this at your old job but this is a tight-knit group and you love hanging out with them). You work hard because everyone else on your team works hard too. You push yourself today, and every day, because you know that growing in your own position ensures a career for life and theres a ton of prizes to be won. Plus, you want to win an award at the quarterly company meeting. And its fun youve never worked at a job like this before. At the end of the day, you wrap up the last few tasks and hang out with your friends for a few minutes again before heading home. Or maybe some of you hang out in off-work hours. As you drive home, you reflect that this place is unlike any other job youve had before, and you cant wait to get back to this team again tomorrow. Does this sound like a place youd like to spend your day? If youre a clock-puncher who wants to do as little as possible then please stop reading this right now . This is not for you. But If you work at a job you can barely tolerate If you work at a job that doesnt respect you If you work at a job that fills you with dread the night before And if you want to wake up in the morning because you CANT WAIT to get to work to see your friends and to push yourself to be more successful, and even to make a lot of money Then we want to talk to you. Were looking for team members who are starving to push themselves beyond their personal limits, to earn money and recognition they deserve, and to have an amazing life-long career in an environment where you work with friends every day. Whats So Different Here? Our target is simple: to become THE place that every hungry superstar WANTS to work where they can and will achieve rock legend status. Here are just a few of the reasons that our team members LOVE working here Make more money: we pay more than most Paid training Paid holidays (1 week to start and it grows from there) Amazing Retirement Plan Profit-Sharing Program No Weekends Benefits, including Medical/Dental/Vision and Life insurance A clearly laid out path to build the life-long career you want to build (including paid education and tons of opportunities to advance) We have built the strongest team and culture youve ever seen, where team members are deeply motivated; we care about you and your hobbies and your family and your free time and make sure that can have that balance in your life to enjoy it all; were constantly expanding so weve created some amazing opportunities for you. We want to help you dream big in your life and career and we want to help you achieve it all. Who Are We? At Milex Complete Auto Care - Mr. Transmission, nestled in the heart of Columbus, OH, we are more than just an auto repair shop. We are a dedicated team committed to offering our community top-notch, reliable, and wallet-friendly general automotive services, with a particular knack for transmission issues. Our mission? To deliver customer service that breeds satisfaction and loyalty while fostering genuine, lasting connections within the Columbus area. Our secret weapon? An exceptional team, renowned for their expertise, experience, and unwavering commitment to excellence. Behind our esteemed establishment are the dynamic duo, Matthew and Debra Boily. Opening our doors in September 2020, Matthew brought with him a rich tapestry of expertise as an ASE Certified Master Automobile Technician, with specialized training from Mercedes Benz, Peugeot, and GM, alongside significant roles in manufacturing engineering and operations management in the Aerospace sector. Debra, equally impressive, contributed her extensive experience in training and development with US Steel, and as a business analyst for GP Strategies, offering support to prominent corporations. Matthew and Debra's shared passion for automobiles and an unwavering commitment to service excellence are the cornerstones of our business. Choosing the auto repair industry allowed them to blend their technical acumen and leadership prowess with their love for cars and community service. At Milex Complete Auto Care - Mr. Transmission, we don't just fix cars; we're building a legacy of trust, quality, and service in Columbus. ... and it feels like were only getting started. We are growing exponentially, were adding more team members, and you should see the plan we have for growth beyond this. (Theres a reason weve never had a down year, never laid anyone off, and never had to tighten our belt). Are You A Fit? Never look for a job again because were not a pit stop in your career were the last place youll ever work! If youre a hard-working professional with an inner drive to improve yourself and help others then you might be a fit for us Along with the job-specific qualifications (below) here are the qualities were looking for in our perfect candidate: You work hard You love working with a team Youre tech savvy you can diagnose a problem and make recommendations to fix it You love to serve others You love to challenge yourself and you want to learn, and even be cross-trained You understand the importance of serving others (your team members and our customers) You understand and are willing to follow our core values: Safety First For Our Family and Theirs Think Twice, Act Once Delivering WOW Through Service Exceeding Every Customers Expectations Demonstrate Highest Level of Integrity Doing the Right Thing Even When No One is Watching Great Place to Work All for One and One for All As an equal opportunity employer, candidates will receive consideration without discrimination against race, creed, color, sex, national origin, handicap status or veteran status. We can't wait to meet you! JOB DESCRIPTION We are seeking an experienced Automotive Service Advisor / Manager to join our team. As an Automotive Service Advisor / Manager, you will be responsible for overseeing the daily operations of our automotive service department. Your main goal will be to ensure excellent customer service and efficient service delivery. If you have a strong background in automotive service and management, we would love to hear from you. Responsibilities: - Manage and supervise a team of automotive technicians and service advisors - Provide guidance and support to technicians in diagnosing and repairing vehicles - Ensure that all service work is completed in a timely manner and meets quality standards - Monitor and manage the workflow in the service department - Interact with customers to address any concerns or questions they may have - Maintain accurate records of customer interactions, vehicle repairs, and service history - Collaborate with other departments to ensure smooth operations and customer satisfaction - Stay up-to-date with industry trends and advancements in automotive technology Experience: To be successful in this role, you should have the following experience: - Previous experience as an Automotive Service Manager or similar role - Strong knowledge of automotive repair and maintenance procedures - Proficient in using automotive diagnostic equipment - Excellent communication and customer service skills - Ability to lead and motivate a team - Strong problem-solving skills Skills: The ideal candidate should possess the following skills: - Auto estimating - Automotive sales - Brake repair - Sales - Cash handling - Tire service - Suspension repair - Shocks and struts replacement - Service writing We offer competitive pay, benefits package, and opportunities for career growth within our organization. If you meet the qualifications outlined above and are ready to take on this exciting opportunity, please submit your application for consideration. We look forward to hearing from you!

Service Writer/Advisor

Buckeye Complete Auto Columbus, OH

Job Description Job Description Salary: 70K - 95K Job description ARE YOU A CUSTOMER SERVICE/SALES ROCKSTAR? ARE YOU BURNED OUT? DO YOU TAKE PRIDE IN BEING YOUR BEST IN CUSTOMER INTERACTIONS? LOOKING FOR A PLACE TO CALL "HOME"? Looking for experienced Service Advisor who is energetic, friendly and career-minded for our busy Automotive Repair shop. We deliver exceptional customer service, so we need someone who is people-oriented, enjoys selling, problem solving, and making people happy. We are a busy, family-owned, automotive repair shop with a great team that is expanding. This is a career, not just a job where you may have been treated like a number. Amazing pay plan with no ceiling on commissions with excellent benefits. Fantastic support structure with the best technicians in the area. Looking for someone who wants to move up and assist with creating and implementing polices and procedures for maximum efficiency while maintaining a positive work atmosphere. We love self-motivated people who are solution-oriented looking for the best to be their best self. This position is for a very busy location, so we must hire someone with Service Writer experience. Only serious inquiries please. Purpose & Objective: The Service Advisor role is very important to the success of our business. The primary job of this position is selling customers the recommended services and repairs made by the technicians based on the customers needs, goals, and desires. This role also assists in the administrative and customer service aspects of the business. Primary Job Responsibilities and Duties: Sales: Advising customers on needed repairs and service based on their needs goals and desires, using company guidelines and best practices Understanding and communicating customer's concerns to technicians Answering customer's questions and concerns as well as keeping customers informed of their vehicle's status while in the shop Dispatch repairs and parts to technicians and assisting with the work flow process Customer Service: Assist customers by answering questions and inquiries over the phone, via email, text and in person Administrative: Create invoices for clients using the company process, help process part orders/returns, dispatch repairs/parts as needed. Other tasks: Fill in on tasks as needed to maintain the flow of the shop. Examples: Could be: running a shuttle, checking out customers, cleaning the bathroom or showroom, picking up a part, or any other task that can be safely completed which is needed. Minimum Qualifications: Sales Experience: Must have at least 3years experience in automotive repair sales. Customer Service: Must have experience dealing directly with the public in a customer service aspect Organizational & Focus Skills: Must be able to work and complete work tasks in a timely fashion in an environment that has constant distractions and interruptions. Computer Knowledge: Must possess a working knowledge of how to use a Windows computer. This includes the ability to type or dictate at least 30 words per minute, operate a cursor, view a computer monitor, operate an email account, and use common office software such as word processing and spreadsheet programs. We will teach you the point of sales system Communication Skills: Must be able to communicate in English fluently, both in verbal and in written form. This includes the use of a telephone. Math Skills: Must possess ability to count. Must know how to perform basic math functions using a calculator. Physical Demands: Must be able to get in and out of various vehicles without assistance Must be able to drive a motor vehicle with passengers with a valid drivers license Note: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Job: Full Time Monday-Friday Salary: Starting at $70,000 commission with no ceiling WHY WORK FOR US: Local Columbus business since 2015 Top-Rated Online Presence Exceptionally equipped and well maintained shop Company paid Alternative Health Care Fun, Active and positive work environment Excellent ongoing training and development Tech Savvy Great clientele and networking Opportunity for performance-based pay increase Competitive wage & Bonuses Benefits: 401(k) 401(k) Matching Dental Insurance Vision Insurance Employee Discount Alternative Health Care Life Insurance Paid Time Off Professional Development Assistance

Merrill Financial Solutions Advisor - Columbia SC Market

Bank of America Columbus, GA

Merrill Financial Solutions Advisor - Columbia SC Market Greenville, South Carolina;Aiken, South Carolina; Macon, Georgia; Spartanburg, South Carolina; Columbus, Georgia; Augusta, Georgia; Columbia, South Carolina; Camden, South Carolina Job Description: Merrill 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 specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Understands and accesses the full breadth of resources across the bank to benefit clients or prospects Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs. As a Merrill FSA, you can look forward to: A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars We’re a culture that: Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever you put your mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all clients Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment Likes to learn, adapts to new information and seeks the right solutions for clients Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: Proven ability to partner and promote lead generation Experience balancing investment management, sales activities, and new client development Strong computer skills and the ability to multitask in a demanding environment Bachelor's degree, preferably in business-related field Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) . To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

⚡ Columbus Financial Advisors - Hire Today!

Columbus

Ready to take the next step in your Financial Advisor career? Check out available jobs in Columbus and apply today. Don't miss out on great opportunities near you.

Financial Advisor

UNAVAILABLE Columbus, NE

Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. 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 Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Pay Range USD $61,000.00 - USD $250,000.00 /Yr. #J-18808-Ljbffr

Associate Financial Advisor

ROBERT W. BAIRD & CO. INCORPORATED Columbus, OH

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. As an Associate Financial Advisor, you will: Operate within the team’s client service and wealth management strategy to ensure high quality client service. Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities. Review, research and analyze data to create customized, annual financial plans for clients. Deliver the financial plan to clients in partnership with the Financial Advisor/Team. Connect with next generation clients through planning. Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects. Research relevant news articles related to the topics covered in a client’s plan to share with them as an added touch point. Document, follow up, and support the closing of opportunities identified from the financial planning process. Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios. Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized. Perform other duties and special projects as necessary. What makes this opportunity great: In partnership with the Financial Advisory Team, you will participate in client meetings and reviews. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. Work-life balance is promoted. Team of associates passionate about achieving great results for clients and give back to the communities where we live and work. What we look for: Must have an undergraduate degree in Finance, Accounting, Economics or equivalent. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role. Must hold SIE, Series 7/66 or Series 7/63/65 licenses. Minimum of three years of investment experience in a client facing role. Excellent presentation skills, very strong interpersonal and written communication skills. Proven self-starter, highly motivated, with the ability to work independently. #J-18808-Ljbffr

Financial Advisor

First Command Columbus, MS

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. · 9 out of 10 of our Financial Advisors are veterans or military spouses. · With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: They are the personal coach to our Nation’s military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected. They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management What we offer: We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members, and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. You will prepare and test for your SIE, S6, S63, S65, and state Life & Health licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during the remainder of the nine-month paid training period. What to expect after training: At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States which allow your career to move with you. #J-18808-Ljbffr

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Financial Advisor In Training

ROBERT W. BAIRD & CO. INCORPORATED Columbus, OH

Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training. The objective of the program is to create confident, professional Financial Advisors who fulfill the Private Wealth Management Mission. The objectives are achieved throughout the entirety of the 5-month program, which is conducted twice per year to include both licensed and unlicensed associates. A brief overview of each of the required learning and development components are provided below: Licensing & Certifications - All Baird Financial Advisors are required to have the SIE, Series 7 & Series 66 licenses as well as Life & Health Insurance certifications. The combination of the Series 65 & 63 licenses is also permitted, in place of the Series 66. It is the expectation that associates engage in all components of the training program in addition to the responsibility of earning their licenses. It is strongly recommended that associates obtain their SIE prior to the program start date. Wealth Solutions & Baird Expert Trainings - Over the course of the 5-month program, we will introduce trainees to the key components of Wealth Solutions (WS) through monthly focused topics. Each month and topic will feature specific FATP Workday Training Videos, Baird Expert Training Calls, interactive workshops, and assignments. Trainees will gain exposure to department contacts and learn how best to utilize each business partner. Team Business Planning Engagement Calls - New Financial Advisors are required to develop a written business plan to confirm roles, responsibilities, business focus, target market, and an action plan for the first 6-12 months and beyond. Roles and responsibilities will be discussed heavily to help teams outline specific needs and identify where focus should be spent, develop a strong team structure, a comprehensive business plan, and layout a detailed plan for success. Sales Training - To help FAs develop sales training tactics, they will complete a full week of sales training that will take place in person in Milwaukee, WI. The objective of this training will focus primarily on: New Business Development, Strategic Business Planning, and Effectively Conducting Meetings. Upon graduation from the Financial Advisor Training Program, the Trainee becomes a Financial Advisor and formally joins a team of one or more veteran Financial Advisors. He/she begins cultivating a client base and works to provide financial solutions and guide clients’ decision making. As a Financial Advisor in Training, you will: Acquire new assets through targeted business development efforts. Analyze clients’ financial circumstances; including investment portfolios, assets, and liabilities. Develop financial plans and makes recommendations to clients, considering clients’ short term and long term goals. Determine investor suitability through analysis of clients’ investment objectives, risk tolerance, net worth, income, and investment expertise. Advise clients on various products and services, through education with respect to clients’ objectives, risk tolerance, etc. Work to integrate Baird products and services into business. Guide clients’ decision making as they position significant assets among a variety of financial instruments. Cultivate and maintain client relationships through successful ongoing interaction, communication, and expertise. Responsible for marketing the products that offer the most benefit for Baird clients. What makes this opportunity great: Enhancing the lives of others: Have a direct, positive impact on the quality of life for your clients as you help them achieve their financial goals and secure a promising future. Unlimited earning potential: Earn a competitive salary as well as commissions, special incentives and generous benefits. Develop your career with a strong support structure: Establish a career backed by the award-winning resources of a nationally recognized industry leader. Part of what makes Baird different is the opportunity to team with like-minded advisors and support teams. Professional flexibility: Have freedom in building your business your way by managing your clients, your time, and your future as you see fit. What we look for: Bachelor’s degree required; in Business, Accounting, Finance, Marketing, or communications a plus. 3+ years of experience required, preferably in a sales or financial services oriented capacity (Mortgage or insurance sales, pharmaceutical sales, etc. or CPA, Estate Planning, Commercial Banking, Financial Wholesaler, Trust Officer, etc.), or ownership and operation of a business. Must be SIE, Series 7/63/65 or 7/66 licensed or have the ability to obtain within 3 months of hire. Demonstrated success in sales with a strong entrepreneurial spirit. Ideally has a natural market from which to develop business and former experience in a commissioned compensation structure ideal. Certified Financial Planner (CFP) or similar designation a plus. Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team. #J-18808-Ljbffr

Financial Advisor - Columbus Metro and Grove City OH

Thrivent Columbus, OH

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. 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 you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your success. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you’ll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources. #J-18808-Ljbffr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Columbus GA M[...]

Bank of America Columbus, GA

Job Description: Merrill 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 specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey. We’ll help you: Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success. Get training and one-on-one coaching from Academy managers who are invested in your success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role. Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to: Unlimited potential for financial growth. A strong referral base from across the business through our relationship with one in every two households. Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education. Robust marketing support to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors. We’re a culture that: Believes in responsible growth and has a proven dedication to supporting the communities we serve. Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results-driven mindset and prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Applies relevant regulatory due diligence in daily activities and creating long-term client strategies. Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Learns and adapts to new technology or applications. Executes multiple tasks simultaneously. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr

Investment Consultant - Financial Advisor

Centra Credit Union Columbus, IN

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the top five largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you. Centra Credit Union has an exciting opportunity for a full-time Investment Consultant within the Central Indiana Region (Indianapolis to Columbus). The Investment Consultant is responsible for selling, educating, and counseling of investment and insurance products and services to Centra Credit Union Members and non-Members. This position can be located within the Centra Credit Union footprint in Central Indiana. This position contributes to a positive client experience, gross dealer concession, an increase in assets under management and new clients being served. Spanish/English interpreters may be eligible for an interpreting differential. ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform. Drives sales production via face-to-face or virtual meetings, phone calls, emails, and strategic marketing campaigns. Talks to prospective clients and conducts client reviews to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop or maintain a financial plan that is in their best interest. Cultivates strong working relationships with Centra Team Members, Members and in the Communities we serve. Delivers training and development to Centra Team Members to generate qualified referrals that lead to investment and insurance sales. Maintains knowledge for compliance with all rules and regulations in the financial and insurance industries. EDUCATION & EXPERIENCE: (Equivalent combination of Education & Experience will be considered). Bachelor's Degree in Related Field A minimum of one year up to three years of similar or related experience, including preparatory experience. LICENSES & CERTIFICATIONS: Series 7 Securities License Series 66 Securities License Long Term Care Certification Life and Health Insurance License Certified Financial Planner Designation (Preferred) Centra is an Equal Opportunity Employer. #J-18808-Ljbffr

Senior Retirement Financial Planner/Financial Advisor

Golden Reserve LLC Columbus, OH

Description Golden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right country club. And of course, we know about the empty promises told by many financial firms to get you in their door, that never seem to come true. Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the Senior Retirement Planners we hire. At Golden Reserve, you don’t need a huge rolodex of friends and family to win – we provide you with leads from our TV & Radio Shows, digital programs, and seminars. Our unique model combines legal, tax, and finance – all under one roof – at one flat-fee package cost (no more AUM). And it is working; we are one of the fastest-growing companies in the Midwest, with over 20 offices and regularly recognized as one of the most innovative financial service companies in the country. What we ask: Conversion : We deliver the leads to our Senior Retirement Planners that are generated from seminars, radio, internet, and TV shows ( The Expedition Retirement Show ) – we expect you to win these cases so we can help them navigate retirement. Service : Senior Retirement Planners provide excellent customer service to our existing clients. Commitment : We know we must earn your trust, but we expect every recruit to be committed to our new way of approaching financial services. What we need: Five (5) years+ of client-facing financial services experience closing new business. State Life and Health Insurance Licenses. FINRA Series 65 registration, or equivalent licensing. GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. What we provide: Prospects – you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients. Competitive Base Salary (starting at $150,000), plus uncapped Production & Bonus incentives. Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance. If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more about the Retirement Planner role, check out: A Day in the Life of a Retirement Planner. If you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television and radio shows, to see if our mission is the right fit for you. You can also learn more at www.goldenreserve.com . #J-18808-Ljbffr

Sr. Telematics Advisor

Selective Insurance Columbus, OH

About UsAt Selective, we don't just insure uniquely, we employ uniqueness.Selective is a midsized U.S. domestic property and casualty insurance company with a history of strong, consistent financial p

Work Life Balance

Financial Advisor - Columbus Metro and Grove City OH

Thrivent Financial Columbus, OH

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. 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 you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

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Financial Advisor jobs in Columbus

Posted 6 hours ago

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Customer Accounts Advisor

The Aaron's Company Columbus, OH

The hourly range for this position is $13.25 to $14.00. This position is also eligible for incentive pay based on performance. ...

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HFA Financial Advisor - Branch

Huntington Bancshares, Inc. Columbus, OH

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Mark Wahlberg Chevrolet of Worthington Columbus, OH

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Milex Complete Auto Care - Mr. Transmission Columbus, OH

Service Writer/Advisor

Buckeye Complete Auto Columbus, OH

Merrill Financial Solutions Advisor - Columbia SC Market

Bank of America Columbus, GA

⚡ Columbus Financial Advisors - Hire Today!

Columbus

Ready to take the next step in your Financial Advisor career? Check out available jobs in Columbus and apply today. Don't miss out on great opportunities near you.

Financial Advisor

UNAVAILABLE Columbus, NE

Associate Financial Advisor

ROBERT W. BAIRD & CO. INCORPORATED Columbus, OH

Financial Advisor

First Command Columbus, MS

Quick Apply

Financial Advisor In Training

ROBERT W. BAIRD & CO. INCORPORATED Columbus, OH

Financial Advisor - Columbus Metro and Grove City OH

Thrivent Columbus, OH

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Columbus GA M[...]

Bank of America Columbus, GA

Investment Consultant - Financial Advisor

Centra Credit Union Columbus, IN

Senior Retirement Financial Planner/Financial Advisor

Golden Reserve LLC Columbus, OH

Sr. Telematics Advisor

Selective Insurance Columbus, OH

Work Life Balance

Financial Advisor - Columbus Metro and Grove City OH

Thrivent Financial Columbus, OH

Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. 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 you serve while also having control over the income you earn, as you'll be paid through commissions and incentives based on your success. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor, you'll: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity programs. Develop and maintain genuine, long-term relationships based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.