Current jobs related to Wealth Management Consultant - Columbus, Ohio - New York Life Insurance Company - Columbus, OH

  • Wealth Management Professional

    4 weeks ago

    Columbus, Ohio, United States Corient Private Wealth LLC Full time

    Unlock Your Potential as a Wealth Planner at Corient Private Wealth LLCAre you passionate about helping high-net-worth individuals and families achieve their financial goals? Do you have a knack for financial planning and a desire to work with a dynamic team? Look no further than Corient Private Wealth LLC, where we're dedicated to empowering our clients to...

  • Wealth Planning Intern: Columbus, OH

    4 weeks ago

    Columbus, Ohio, United States Corient Private Wealth LLC Full time

    Financial Planning Internship OpportunityAt Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Financial Planning Intern to join our team. As a Financial Planning Intern, you will have the opportunity to gain valuable experience in the financial planning industry while supporting our Financial Planning Team.Key...

  • Wealth Management Specialist

    2 months ago

    Columbus, Ohio, United States Capital Asset Management, Inc. Full time

    Capital Asset Management, Inc. is seeking a dedicated and client-focused Wealth Management Specialist to join our team. We have a long history of serving a loyal and affluent clientele for over 25 years. As a fee-only advisory firm, we prioritize providing unbiased guidance and tailored solutions without any product sales or referral fees. We are committed...

  • Wealth Management Specialist

    4 weeks ago

    Columbus, Ohio, United States Pinnacle Advisors Full time

    Role OverviewPinnacle Advisors is seeking a skilled Wealth Management Advisor to provide comprehensive wealth management services to affluent individuals, business owners, and their families.Key ResponsibilitiesDevelop and implement personalized financial plans to help clients achieve their financial goalsManage client investments and provide guidance on...

  • Wealth Management Professional

    1 week ago

    Columbus, Ohio, United States FCBank Full time

    Job OverviewWealth Partners at FCBank are dedicated to delivering exceptional personalized service to their clients through the bank's premier financial services. They focus on growing and protecting clients' assets, making a positive impact on the communities they serve, and fostering a culture of excellence.Key ResponsibilitiesProvide enhanced client...

  • Wealth Strategist

    1 week ago

    Columbus, Ohio, United States Sequoia Financial Group Full time

    At Sequoia Financial Group, we are committed to enriching lives through our financial planning and wealth management services. As a Wealth Strategist, you will play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Serve as a subject matter expert on complex wealth planning strategies and recommendations.Present and...

  • Wealth Management Specialist

    2 weeks ago

    Columbus, Ohio, United States Veterans Sourcing Group Full time

    Job SummaryVeterans Sourcing Group is seeking an experienced Global Stock Plan Services Operations Associate to join our team.This role will involve processing share transfer requests, clearing outstanding debits, and resolving escalated issues. The ideal candidate will have exceptional quality subject matter expertise in a core line of business and...

  • Leasing Consultant

    2 weeks ago

    Columbus, Ohio, United States Apartment Management Consultants Full time

    We are seeking a highly skilled Leasing Consultant to join our team at Apartment Management Consultants. As a Leasing Consultant, you will act as the community's sales representative, greeting clients, presenting the features and benefits of our community, and securing lease agreements from qualified individuals.Responsibilities include:Collecting deposits...

  • ERP Consultant

    1 day ago

    Columbus, Ohio, United States Fisher Management Partners Full time

    ERP Consultant Job DescriptionFisher Management Partners is dedicated to helping clients accelerate growth and drive results that matter. Our team of experienced professionals serves the middle market, offering strategy execution, supply chain solutions, finance solutions, customer experience, technology solutions, and people and organizational...

  • Marketing Strategy Consultant

    4 weeks ago

    Columbus, Ohio, United States Tailored Management Full time

    Marketing Management ConsultantAbout the Role:We are seeking a highly skilled Marketing Management Consultant to join our team at Tailored Management. As a key member of our marketing team, you will be responsible for developing and implementing effective marketing strategies to drive business growth and success.Key Responsibilities:Develop and execute...

  • Cashiering Specialist

    2 weeks ago

    Columbus, Ohio, United States Corient Private Wealth LLC Full time

    About Corient Private Wealth LLCCorient Private Wealth LLC is a leading wealth management platform in the United States, serving over 10,000 clients and managing over $100 billion of assets through offices across the country.Job Title: Cashiering SpecialistWe are seeking a highly skilled Cashiering Specialist to join our team. As a Cashiering Specialist, you...

  • Marketing Strategy Consultant

    4 weeks ago

    Columbus, Ohio, United States Tailored Management Full time

    Marketing Management ConsultantTailored Management is seeking a seasoned Marketing Management Consultant to drive business growth and develop effective marketing strategies. As a key member of our team, you will leverage your expertise to lead and execute marketing initiatives that drive long-term sustainable growth.Key Responsibilities:Develop and implement...

  • Financial Planning Associate

    2 weeks ago

    Columbus, Ohio, United States Corient Private Wealth LLC Full time

    Financial Planning AssociateAt Corient Private Wealth LLC, we're seeking a detail-oriented Financial Planning Associate to support our wealth management team in providing exceptional service and advice to our clients. As a key member of our team, you'll be responsible for ensuring the timely completion of assigned tasks related to client records,...

  • Marketing Strategy Consultant

    3 weeks ago

    Columbus, Ohio, United States Tailored Management Full time

    Marketing Management ConsultantTailored Management is seeking a seasoned Marketing Management Consultant to drive business growth and develop effective marketing strategies. As a key member of our team, you will leverage your expertise to lead and execute marketing initiatives that drive results and enhance our brand presence.Key Responsibilities:Develop and...

  • ERP Consultant

    2 weeks ago

    Columbus, Ohio, United States Fisher Management Partners Full time

    Company OverviewFisher Management Partners is a leading consulting firm dedicated to helping clients accelerate growth and drive results that matter. Our service lines include strategy execution, supply chain solutions, finance solutions, customer experience, technology solutions, and people and organizational effectiveness.Our leadership team comes from Big...

  • Executive Assistant

    2 weeks ago

    Columbus, Ohio, United States Capstone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Job SummaryThe Client Services Associate provides administrative support to the advisor by managing their schedule, preparing client communications, coordinating/tracking projects, and managing other business-as-usual tasks and projects tied to business operations.Key ResponsibilitiesEnsure client deliverables are accurate and completed on timeEnsure that...

  • Senior Financial Consultant

    2 weeks ago

    Columbus, Ohio, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is seeking a highly skilled Financial Advisor to join our client's team in Columbus, OH. This role involves working closely with current clients to provide comprehensive wealth management and business advice, including compensation, culture, and retention strategies.Key Responsibilities:Provide business advice on...

  • Executive Assistant

    1 month ago

    Columbus, Ohio, United States Capstone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Job Title: Executive AssistantAt Capstone Wealth Advisors, we are seeking a highly skilled and experienced Executive Assistant to join our team. As an Executive Assistant, you will provide administrative support to our executives, ensuring the smooth operation of our practice.Key Responsibilities:Client Services: Ensure client deliverables are accurate and...

  • Administrative Support Specialist

    1 week ago

    Columbus, Ohio, United States Capstone Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC Full time

    Job SummaryThe Client Services Associate provides administrative support to the practice by managing the advisor's schedule, preparing client communications, and coordinating projects. This role supports the practice's business operations and ties directly into the overall business plan.Key ResponsibilitiesManage client deliverables, ensuring accuracy and...

  • Treasury Management Consulting Senior Manager

    1 week ago

    Columbus, Ohio, United States Wells Fargo Full time

    About this role:We are seeking a highly skilled Treasury Management Consulting Senior Manager to join our team within Global Treasury Management as part of Enterprise Functions at Wells Fargo.Key Responsibilities:Manage and develop a Treasury Management Consulting team of individual contributors and managers in roles with moderate complexity and...

Wealth Management Consultant

2 months ago

Columbus, Ohio, United States New York Life Insurance Company - Columbus, OH Full time
Job Overview

Wealth Management Consultant - Flexible Work Environment

Are you a visionary with the following qualities?

  • Driven
  • Innovative
  • Open to Feedback
  • Articulate
  • Disciplined
  • Genuine

If so, consider a career as a financial advisor to make a meaningful difference in the lives of families. At New York Life, you will steer your professional journey. Supported by a Fortune 100 organization recognized in the financial services sector, New York Life is committed to your growth, providing training in essential skills such as marketing, client relationship management, and effective communication, along with a dedicated development team and sales assistance to ensure your success.

What we seek...

We are in search of individuals eager to create a lasting impact on the financial stability of individuals, families, and small enterprises. This role transcends mere sales; it embodies a career filled with purpose and potential. You will offer reassurance to your clients as they navigate complex financial challenges, including retirement planning and educational savings. As a financial advisor, you will witness the positive outcomes of your efforts for years to come, fostering both personal and professional growth alongside your clients.

What we provide...

Comprehensive Training

We will equip you with a robust training program that includes an industry-leading educational platform, personalized coaching from experienced trainers, and opportunities to earn professional designations. Our commitment to your training is so strong that we will subsidize your expenses during your initial years, providing additional resources to support you as you complete our training and develop your practice. Exceptional performers will also be recognized with sales incentives and professional development trips.

Digital Resources

In addition to training, New York Life will furnish you with the necessary tools for daily success, including access to experts for guidance and a suite of digital sales, marketing, and prospecting tools designed to help you attract and retain clients through online, social, and email channels.

Products and Services

New York Life, along with its subsidiaries, offers a diverse array of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment options such as mutual funds through our broker-dealer, NYLIFE Securities LLC. This enables you to tailor solutions that assist clients in achieving their financial aspirations. You will also have the chance to specialize and gain expertise in various areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to provide wealth management and advisory services, estate planning strategies, and business solutions.

Supportive Environment

Joining New York Life means becoming part of a robust team with peer support options like study groups, mentorship, and various opportunities to connect with fellow financial advisors.

Compensation Structure

Your income potential is in your hands with our commission-based compensation model. In recent evaluations, the average earnings of our agents who met annual sales production benchmarks was $115,917. Individual performance will dictate your earnings. Benefits include medical, dental, vision, life, and disability insurance, along with a 401k and pension plan.

About New York Life...

New York Life is a Fortune 100 company with a rich legacy of service. For over 175 years, we have been dedicated to helping generations of Americans safeguard their families and achieve their financial objectives. As a mutual company, our focus is solely on our policyholders, ensuring long-term success for our clients.

Awards & Recognition...

We take pride in our financial strength:

  • A++ Superior (A.M. Best)
  • AAA Exceptionally Strong (Fitch)
  • Aaa Exceptional (Moody's)
  • AA+ Very Strong (Standard & Poor's)

Commitment to Training...

  • Training Magazine's APEX Award for excellence
  • Recognized for our dedication to diversity and inclusion
  • Human Rights Campaign: Corporate Equality Index
  • Forbes: Best Employers for Diversity
  • Latino Leaders: Best Companies for Latinos to Work For

Impact on Clients...

  • 5.3 million lives protected through individual life insurance and annuity policies
  • $579 million in lifetime annuity income paid
  • $4.5 billion in living benefits awarded
  • Over $1.2 trillion in life insurance protection in force

Compensation range: $42,000 - $108,000 based on commission.

Key Responsibilities:

  • Engage in educational meetings or seminars relevant to client financial objectives and risk tolerance to provide informed financial advice.
  • Assist clients in implementing financial strategies, including life insurance, savings plans, mutual funds, and other financial products.
  • Develop tailored financial plans using our diverse offerings based on each client's unique life and financial needs.
  • Utilize marketing and social media tools to identify and secure new clients who can benefit from professional financial services.
  • Organize each client's financial status, goals, cash flow, and expectations using a CRM for personalized financial planning.

Qualifications:

  • Proven ability to network effectively to identify potential clients.
  • Strong relationship management skills and/or relevant experience required.
  • Must demonstrate unwavering integrity and the capacity to convey complex concepts clearly.

About the Company

New York Life is a Fortune 100 company with a long-standing commitment to service. With over 175 years in business, we have been dedicated to helping generations of Americans protect their families and achieve their financial goals. As a mutual company, we prioritize our policyholders, focusing on their long-term success.