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Estate & Wealth Planning Specialist — Client-Focused
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-06-02
Listing for:
Wealthbridge-Financial-Group
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
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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