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Wealth Management Analyst - Client Service

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Analyst - Client Service & Growth Support
A financial services firm in Columbus, Ohio, seeks a Wealth Management Analyst to provide exceptional service to clients and support Financial Advisors. The ideal candidate will have 2+ years of experience and relevant licenses, alongside strong organizational and interpersonal skills. Responsibilities include assisting in client service and executing marketing strategies. Join a diverse team that values integrity, excellence, and collaboration while offering competitive benefits and a vibrant work culture.
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