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Senior Private Bank Investment Strategist
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-05-20
Listing for:
CFA Institute
Full Time
position Listed on 2026-05-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
The CFA Institute in Columbus, Ohio is seeking a Senior Investment Advisor to provide exemplary client service and manage investment portfolios. You will work closely with Private Bank clients to attract and retain investment assets while ensuring adherence to investment policies and procedures.
The ideal candidate will have a BS/BA degree preferably in finance, 8+ years of investment management experience, and excellent communication and analytical skills. This role offers a competitive salary and benefits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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