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Senior Workplace Wealth Advisor - Retirement Plan Strategy

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: First Merchants Bank
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial institution based in Columbus, Ohio is seeking a Senior Workplace Wealth Advisor to join their Workplace Wealth Advisory Team. In this role, you will lead discussions with plan sponsors on complex retirement plans, focusing on strategic guidance, regulatory trends, and financial wellness initiatives. Candidates should have at least five years of experience with plan sponsors and an associate's degree in a related field.

Strong ERISA knowledge and relevant licenses are a plus. The position offers competitive base pay, bonuses, and comprehensive benefits including medical, dental, vision, and 401k options.
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Position Requirements
10+ Years work experience
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