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Estate & Wealth Planning Specialist — Client-Focused

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Wealthbridge-Financial-Group
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Estate & Wealth Planning Specialist — Client-Focused Growth

Wealth Bridge Financial Group is seeking a results-oriented Estate & Wealth Planning Specialist in Columbus, Ohio. You will engage with clients to assess their financial objectives and provide tailored strategies to align with their goals.

In this role, your expertise will enhance client decision-making through comprehensive solutions, including investment opportunities and wealth management strategies. Join us to make a significant impact and foster long-term client relationships.

We offer competitive health coverage, a 401(k) plan, and career growth opportunities.

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