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Financial Consultant Financial Advisor Financial Services

Senior Investment Advisor, Client Advisory Services

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-05-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 134000 - 224000 USD Yearly USD 134000.00 224000.00 YEAR
Job Description & How to Apply Below
CFA Institute in Columbus, Ohio seeks an individual for Client Advisory Services focusing on client portfolio management. Responsibilities encompass client communications, reporting, and advisory services. Candidates should have a Bachelor’s Degree in finance or a related field and 8-12 years of experience in finance/investments. Exceptional analytical and communication skills are essential. Benefits include medical coverage and a 401(k) plan. Salary ranges from $134,000 to $224,000.
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Position Requirements
10+ Years work experience
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