Estate & Wealth Planner: Build Lasting Client Wealth
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-09
Listing for:
Wealthbridge-Financial-Group
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Wealth Bridge Financial Group in Columbus, Ohio is looking for an Estate & Wealth Planning Advisor to join their team. This role involves engaging with clients to understand their financial objectives and providing tailored advice. You will utilize advanced financial tools to assess needs and develop action plans.
Strong analytical skills, a Bachelor's degree in finance or related field, and experience in financial consulting are preferred. The position offers excellent benefits including health coverage, a 401(k) plan, and career growth opportunities.
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