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Financial Consultant

Wealth Planning Associate: Client-Focused Financial Planning

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Janney
Full Time position
Listed on 2026-02-20
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Columbus, Ohio is seeking a skilled Wealth Planning Associate to provide technical support for Financial Advisors. The role involves responsibilities such as data gathering, analysis, and developing financial planning reports, ensuring excellent client communication, and assisting with administrative tasks. Candidates should have a relevant degree and licenses. The firm offers competitive benefits, emphasizing a balanced work culture and professional development opportunities.

Join to thrive in a supportive environment.
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Position Requirements
10+ Years work experience
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