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Wealth Planning Associate: Financial Planning Support

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Janney Montgomery Scott LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Columbus, Ohio is seeking a Wealth Planning Associate to provide essential support to Financial Advisors. The role involves enhancing client relationships, assisting with financial planning reports, and ensuring compliance with all regulations. Candidates should possess an Associate’s or Bachelor’s degree, relevant licenses (Series 7, 63, and 65 or 66), and have strong customer service and computer skills.

This position offers a competitive benefits package including Paid Time Off and Professional Development.
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Position Requirements
10+ Years work experience
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