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Senior Wealth Planner: Client Strategy & Planning Leader
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-06
Listing for:
Janney
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Janney in Columbus, OH is seeking a Senior Wealth Planning Associate to deliver tailored financial planning services. You'll analyze data, develop client recommendations, and assist teams in implementing investment strategies.
The successful candidate will have at least two years of relevant experience, a Bachelor’s Degree, and several professional licenses, including CFP. Benefits include generous paid time off and a referral bonus.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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