Associate Wealth Advisor

Role overview Mariner Wealth Advisors is hiring an Associate Wealth Advisor in Columbus, OH. This position partners with a team of wealth management professionals to create financial plans that reflect each client’s goals and values. The Associate Wealth Advisor supports both immediate client needs and long-term objectives, emphasizing attentive service and teamwork. Strong listening skills, a collaborative mindset, and a dedication to ongoing growth are important for success in this role. What you will do Work with wealth advisors to guide high-net-worth clients. Develop comprehensive financial plans and investment portfolios using research and analysis to recommend appropriate solutions. Assist the team by managing client requests, tracking outstanding items, and ensuring prompt follow-up. Contribute to building and maintaining strong client relationships. Take part in the sales process with the team to help attract new clients. Continue building knowledge of investment and financial planning software tools. Requirements Bachelor’s degree preferred, especially in finance or a related field. Minimum of 2 years’ experience in financial planning, accounting, law, or a similar area. CFP designation or Series 65 certification required. Skills and knowledge Understanding of wealth management practices, including fee-based consulting, mutual funds, money management, insurance, and financial planning. Experience with high-net-worth or ultra-high-net-worth clients or families is a plus. Familiarity with financial planning software such as eMoney or MoneyGuide Pro is helpful. Strong interpersonal, relationship management, and communication skills. Keen attention to detail and strong organizational skills, with the ability to manage multiple priorities.

Join our dynamic team as a Wealth Advisor, where you will collaborate closely with our wealth management professionals to design and implement holistic wealth strategies tailored to each client's aspirations and values. At Mariner Wealth Advisors, we strive to partner with our clients in crafting financial strategies that secure their present and future. A successful Wealth Advisor will embody active listening skills, a collaborative team spirit, and a passion for both personal and professional growth.Key ResponsibilitiesCollaborate with the wealth advisor team to deliver comprehensive wealth management guidance to high net worth clients.Develop thoughtful, customized financial plans and investment portfolios through thorough research and analysis of client needs.Nurture and manage client relationships to effectively address inquiries and fulfill their financial needs.Work collaboratively with your team and available resources to respond to client requests and maintain up-to-date information.Actively participate in acquiring new clients through strategic partnerships and community engagement.Commit to ongoing education and professional development, mentoring new associates and client service team members.QualificationsBachelor’s degree in a relevant field is essential.A minimum of 5 years of experience in financial planning, accounting, legal services, or a related area.Possession of Series 65, CFP, or CFA designation is mandatory.Skills & KnowledgeProven experience in wealth management including fee-based consulting, tax planning, mutual funds, and financial planning.Experience working with high net worth or ultra-high net worth clients is preferred.Proficiency with financial planning and investment software, such as eMoney and MoneyGuide Pro.Strong interpersonal skills and the ability to effectively manage client relationships and communication.Experience in talent development, including training new employees and mentoring interns.Excellent organizational and time management capabilities to handle multiple priorities in a fast-paced environment.Attention to detail is essential.

Role overview Mariner Wealth Advisors is hiring a Wealth Advisor for its Columbus, OH office. This role partners with the wealth management team to design and implement financial strategies tailored to each client’s goals and values. The Wealth Advisor builds long-term relationships, helps clients navigate complex financial decisions, and adapts to their changing needs. Success in this position relies on active listening, strong teamwork, and a commitment to ongoing growth. What you will do Collaborate with the advisory team to deliver comprehensive wealth management advice for high net worth clients. Create tailored financial plans and investment portfolios, using research and analysis to address client objectives. Develop and maintain strong client relationships, responding to inquiries and anticipating future needs. Support client requests by working with team members and making use of available resources to ensure accuracy. Take part in client acquisition efforts through strategic partnerships and community engagement. Engage in ongoing learning and talent development, including mentoring new associate advisors and client service associates. Requirements Bachelor’s degree in finance, business, or a related field. Minimum 5 years of relevant experience in financial planning, accounting, legal, or a similar discipline. Series 65, CFP, or CFA designation. Skills and knowledge Experience in wealth management, including fee-based consulting, tax strategies, mutual funds, investment management, insurance, and comprehensive financial planning. Background serving high net worth or ultra-high net worth clients. Familiarity with financial planning and investment software such as eMoney or MoneyGuide Pro. Strong interpersonal and communication skills, with a focus on relationship management. Ability to mentor and onboard new staff or interns. Excellent organizational and time management skills, able to manage multiple priorities. Keen attention to detail.

Are you motivated, goal-oriented, and passionate about helping others? If you are, consider a rewarding career as a Benefits Advisor, supporting local businesses in optimizing their employee benefits strategies.Key Responsibilities:Develop new business through networking, referrals, and outreach efforts.Engage with business owners to assess their employee benefits needs and strategies.Deliver compelling presentations both virtually and on-site to showcase the advantages of Aflac's offerings.Guide employees through available benefits packages and facilitate their enrollment process.Provide continuous support for enrollment and claims to both new and existing clients.Qualifications:A willingness to obtain a life and health insurance license; study materials will be provided.Must be at least 18 years of age and legally authorized to work in the United States without requiring employer-sponsored work authorization.Essential Skills:Proficient in networking and building relationships.Excellent written and verbal communication abilities.Sales-driven with strong presentation skills.Benefits of Joining Aflac:Flexible schedule to manage your own time effectively.Attractive commissions, stock bonuses, and incentives.Discounted rates and benefits from wireless communication providers.Access to on-demand training and professional development opportunities.Apply now to shape your future with Aflac!Aflac benefits advisors are independent agents and not Aflac employees. Aflac's family of insurers includes Aflac and/or Aflac New York and/or Continental American Insurance Company and/or Continental American Life Insurance Company. WWHQ | 1932 Wynnton Road | Columbus, GA 31999. Continental American Insurance Company | Columbia, SC.

Global Elite Careers is looking for a Remote Client Benefits Advisor to join the team. This role is open to candidates based in Columbus, Ohio and offers the flexibility of working from home. Role overview The Client Benefits Advisor supports individuals as they review and select their benefits. The position centers on helping clients navigate their options and making the process as clear as possible. What you will do Explain available benefits to clients in straightforward terms Guide clients step by step through the enrollment process Respond to questions about services and options Contribute to a positive and smooth client experience Location requirement This is a remote position, but applicants must reside in Columbus, Ohio.

Join our dynamic team as an HR Consultant – Business Solutions Advisor. In this role, you will leverage your expertise in human resources to provide strategic business solutions to our clients. Your responsibilities will include assessing client needs, developing HR strategies, and implementing effective solutions that enhance organizational performance.If you're passionate about helping businesses thrive through effective HR practices, we want to hear from you!

Join the vibrant team at H&M as a Sales Advisor at our Easton Town Center location in Columbus, OH. In this role, you will be the face of H&M, providing exceptional customer service and fostering a welcoming shopping environment. Your primary responsibilities will include assisting customers, managing inventory, and maintaining the store's visual appeal.We are looking for enthusiastic individuals who thrive in a fast-paced retail environment and are passionate about fashion. If you enjoy working with people and have a keen eye for style, this could be the perfect opportunity for you!

Role Overview Christian Brothers Automotive in Columbus, Ohio is hiring an Automotive Service Advisor / Writer. This position acts as the main contact for customers, guiding them through maintenance and repair decisions with clear communication and knowledgeable support. What You Will Do Welcome customers and listen to their automotive concerns Explain recommended services and repairs in straightforward terms Coordinate with technicians to ensure timely and accurate service Keep customers updated on the status of their vehicles Maintain records and help manage service workflow Compensation and Schedule Annual salary starts at $65,000+ Enjoy weekends off Who Thrives Here This role suits those who know the automotive industry and care about delivering honest, attentive customer service. Strong communication and organizational skills help build trust with customers and keep the shop running smoothly.

Join the dynamic team at H&M as a Sales Advisor at our Polaris Fashion Place location! As a Sales Advisor, you will be at the forefront of providing exceptional customer service and ensuring a positive shopping experience. You will assist customers in finding the perfect products, maintain store presentation, and contribute to a high-energy team atmosphere.Key responsibilities include:Providing outstanding service to all customers.Assisting with sales and product recommendations.Maintaining visual merchandising standards.Participating in stock management and inventory control.

About the Role H&M is hiring a Full-Time Sales Advisor for the Easton Town Center location in Columbus. This position focuses on delivering friendly, attentive service and supporting customers as they shop for new styles. What You Will Do Greet and assist customers on the sales floor Maintain H&M’s visual standards throughout the store Organize and restock merchandise as needed Foster a welcoming, clean, and organized shopping environment Work closely with team members to ensure smooth daily operations Who We’re Looking For Comfortable working with customers and providing service with a positive attitude Interest in fashion and retail trends Enjoys working as part of a team Handles a busy retail setting with energy and focus This is a full-time position based at Easton Town Center in Columbus with H&M Hennes & Mauritz AB.

Join CapTech as a Salesforce Architect!At CapTech, you will partner with clients on dynamic, cross-functional projects to deliver robust Salesforce solutions throughout the entire Software Development Lifecycle (SDLC), utilizing Agile methodologies. You will act as a trusted technical advisor, ensuring that architectural scopes align seamlessly with our clients' business objectives.Your Role:Lead the architectural design and delivery of Salesforce implementations, including custom development, integrations, and data migration.Create enterprise-level Salesforce solutions across Sales Cloud, Service Cloud, Experience Cloud, and industry-specific managed packages.Design and oversee integrations between Salesforce and various external systems, including ERP platforms, financial systems, marketing tools, identity providers, and document management solutions.Establish and support environment strategies, release management, and DevOps processes in line with enterprise delivery standards.Thought Leadership:Develop and implement a personalized professional development plan aimed at mastering Salesforce architecture and emerging platform features.Contribute to the evolution of architectural standards, best practices, and reusable accelerators, showcasing your technical thought leadership.Mentor fellow architects and developers through architecture reviews, community practices, and continuous knowledge sharing.Engage in technical pre-sales activities, including solution design, estimations, and delivery scoping for potential clients.Gain exposure to a diverse range of clients and industry sectors.

Join KIPP Columbus as a dedicated High School College and Career Counselor, where you will guide students through their academic and career journeys. As a Junior Seminar Instructor, you will empower learners to explore higher education options, develop essential life skills, and prepare for successful transitions into college and careers.