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UHNW Wealth Advisor Associate: Client Impact
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-01-11
Listing for:
CI Financial Corp.
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A prominent wealth management firm is seeking an Associate Wealth Advisor in Columbus, OH. This role involves supporting Wealth Advisors in delivering services to ultra-high-net-worth clients, preparing financial reports, and assisting with client onboarding. Candidates should have a Bachelor's degree, CFP designation, and 4-6 years of experience in wealth management. The firm offers a range of employee benefits and a commitment to professional growth and development.
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Position Requirements
10+ Years
work experience
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