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Financial Advisor Jobs in Westerville, OH (191)

Financial Advisor

The Granville Investment Group
Granville, Ohio

Chief Investment Officer, Funds and Portfolios

Meeder Investment Management
Dublin, Ohio

BRM Sr. Portfolio Manager, OCM & Deployments

Vertiv
Westerville, Ohio

Senior Financial Aid Advisor

Emory University
🌎 Remote
Remote

Oracle Financial Functional Consultant

Safelite Group
Columbus, OH
New

Relationship Manager - Large Taft-Hartley

Empower Retirement
Columbus, OH
New
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$109.6k - $159k / year
‌

SMB Account Executive

Pontera
🌎 Remote
Remote
PTO
Parental Leave
Icon: salary
$70k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Merrill Financial Solutions Advisor - Buckeye & Associates Market

Bank of America
Powell, OH
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Financial Counselor

Acadia Healthcare
Columbus, OH
‌

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$63.4k - $126.6k / year
‌

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$119.5k - $238.7k / year
‌

Oracle Cloud Financial Consultant

Accenture
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Tax Manager - Real Estate Tax (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Advisory Senior Consultant - SAP Treasury

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$102.8k - $188.4k / year
‌

Delivery Engineer (Sr Business Analyst) Remote

Broadridge Financial Solutions
🌎 Remote
Icon: salary
$75k / year
‌

Major Accounts District Manager UpMarket

ADP
Westerville, OH
Education
‌

Anaplan Senior Consultant

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$119k - $198.4k / year
‌

Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$124.9k - $208.3k / year
‌

Tax Manager - Business Tax Services - Federal/Corporate Tax (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Finance Consulting - Oracle FCCS/ARCS Focused Manager

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$131.2k - $218.6k / year
‌

Oracle EPBCS - Finance Consulting - Manager

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$131.2k - $218.6k / year
‌

Senior Consultant, National Tax Accounting Group

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$66.6k - $151.6k / year
‌

Manager/Specialist Master, Operations and Technology Transformation, Guidewire Data Architect

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$137.7k - $229.5k / year
‌

Tax Manager - Nat’l Federal Tax Services - Partnership Solutions Group (PSG)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$103.3k - $235.2k / year
‌

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
‌

Assistant/Associate Director of Gift Planning

Denison University
Granville, OH
Part-Time
‌

Healthcare Revenue Cycle Manager/Sr. Manager

Accenture
Columbus, OH
New
Diversity Leader
Eco-Friendly
Health Insurance
Icon: salary
$94.4k - $302.4k / year

Job Description

Working as a Financial Advisor in Westerville, OH

There are 191 Financial Advisor opportunities available in Westerville, OH all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Westerville, OH

  • Columbus, OH
  • Dublin, OH
  • Newark, OH

Financial Advisors in Westerville, OH Resume Data

Average Experience for Financial Advisors in Westerville, OH

  • More than 10 years: 61%
  • 6-10 years: 29%
  • 3-5 years: 8%
  • Less than 1 year: 2%
  • 1-2 years: 0%

Educational Background for Financial Advisors in Westerville, OH

  • Bachelors: 49%
  • Diploma: 22%
  • Masters: 18%
  • Associates: 9%
  • Doctorate: 2%

Top Skill for Financial Advisors in Westerville, OH

  • Customer focus & orientation: 18%
  • Sales skills: 16%
  • Attention to detail: 14%
  • Work style: Reliability: 11%
  • Customer service: 9%
  • Call center customer service: 8%
  • Verbal communication: 8%
  • Social media: 6%
  • Spreadsheets with Microsoft Excel: 5%
  • Inside sales: 5%

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