Career Opportunities in Financial Planning
7 days ago
Cultivate a thriving client base as a Financial Advisor with Insight Financial Planning. This role requires building strong relationships with existing and new clients, providing expert advice, and delivering exceptional service.
Key Responsibilities:
- Meet with clients to discuss their financial goals and develop personalized plans
- Support senior advisors in servicing existing clients
- Research and recommend investment products and funds
- Assist in pre-appointment preparation and post-appointment follow-up
- Process applications and forms efficiently
- Maintain a positive work environment and collaborate effectively with colleagues
Requirements:
- Bachelor's degree required; Series 7 and Series 66 licenses must be obtained
- Strong communication and organizational skills essential
- Able to prioritize tasks, manage multiple responsibilities, and meet deadlines
Compensation:
We offer a competitive salary of $60,000 per year, along with benefits that include a Simple IRA Plan matching program, paid time off, and more.
Work Schedule:
This is a full-time position, working 8 hours a day, Monday to Friday. Ability to work beyond regular hours when needed.
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Strategic Financial Planning Specialist
6 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeJob Overview:Creative Financial Staffing is seeking an experienced Senior Financial Analyst to join their team in Columbus, OH. This key role will involve managing financial reporting, budgeting, and forecasting for a designated group of customers, businesses, and departments.Responsibilities:Financial Reporting & Analysis: Prepare and analyze comprehensive...
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Strategic Financial Planning Manager
3 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeJob OverviewCreative Financial Staffing is seeking a skilled Senior Financial Analyst to join their team. This key role will involve assisting and managing the reporting of financial results, budgeting, and forecasting for a designated group of customers, businesses, and departments.
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Columbus, Ohio, United States First Command Financial Services, Inc. Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at First Command Financial Services, Inc. As a Financial Advisor, you will be responsible for coaching military families on how to build a holistic financial plan, including aspects of savings, investments, and insurance.About UsFirst Command has been helping...
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Financial Operations Specialist
5 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeAbout Our CompanyCreative Financial Staffing is a dynamic and innovative organization that prides itself on delivering top-notch financial solutions. With a strong commitment to excellence, we strive to build long-lasting relationships with our clients and employees.Salary: $80,000 - $110,000 per yearWe're seeking an experienced Assistant Controller to join...
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Financial Leadership Expert
3 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a seasoned Financial Leadership Expert to join our team. Our client is an esteemed non-profit organization dedicated to serving the community with distinction.Estimated Salary: $90,000 - $110,000 per yearThe successful candidate will handle daily financial transactions, including journal entries, accruals,...
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Chief Financial Strategist
3 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeDirector of Finance Role OverviewThe Director of Finance will play a pivotal role in overseeing the financial operations of our client, a prominent non-profit organization with significant community impact in the Columbus area. This is an excellent opportunity for a seasoned accounting professional to lead the finance team and drive strategic growth.Key...
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Senior Financial Planning Associate
7 days ago
Columbus, Ohio, United States Murtech Full timeJob OverviewMurtech seeks a skilled Senior Financial Planning Associate to join our team. This role involves performing various financial activities, including accounting, financial analysis, audit, tax, and asset administration.
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Financial Management Specialist
2 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeCreative Financial Staffing is seeking a highly skilled Financial Management Specialist to join our team in Columbus, Ohio. With a competitive salary of $55,000 and opportunities for professional growth, this role offers an exciting career path for the right candidate.Job Overview:We are looking for an experienced Accounts Receivable Professional to manage...
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Financial Leadership Expert
6 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeDirector of Finance OpportunityCreative Financial Staffing is partnering with a prominent non-profit organization to find an experienced Director of Finance. This key leadership role will oversee the accounting team, financial planning, and reporting.About the RoleOversight of accounting team and financial operationsAnnual budget preparation and financial...
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Financial Transactions Coordinator
7 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeOur client, a well-established manufacturing company, is seeking an experienced Accounting Operations Specialist to support their Accounting Team. The ideal candidate will assist with current workload and contribute to the team during a transitional phase.About Our ClientA highly regarded manufacturer in the industryA casual atmosphere with a diverse group...
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Financial Accountant
1 week ago
Columbus, Ohio, United States Creative Financial Staffing Full timeOpportunity for a Financial Accountant:Creative Financial Staffing is seeking a detail-oriented and highly organized Financial Accountant to join their dynamic team. The ideal candidate will have a degree in accounting or a related field, along with experience in accounts payable.About the Role:Perform day-to-day financial tasks, including accounts payable...
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Financial Assistant
6 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeWe are seeking an enthusiastic Financial Assistant to join our team at Creative Financial Staffing.The ideal candidate will possess strong accounting skills, with a focus on data entry and AP processes. As a Financial Assistant, you will be responsible for:Seamlessly handling data entry of approximately 100-200 invoices daily.Matching invoices against...
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Chief Financial Operations Officer
7 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeJob Title: Chief Financial Operations OfficerLocation: Columbus, OHType: Full-Time, On-SiteSalary: $120,000 - $160,000 per year, based on experience.About Us:Creative Financial Staffing partners with leading organizations to find top-tier talent.Company Overview:The client is a dynamic and growing company seeking an experienced and strategic Chief Financial...
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Financial Analyst
1 week ago
Columbus, Ohio, United States Creative Financial Staffing Full timeWe are seeking a highly skilled Financial Analyst to join our team in Columbus, Ohio.This is an excellent opportunity for an Entry-Level Accountant who is eager to learn and grow with our company.About the JobIn this role as an Accounting Specialist, you will be responsible for conducting detailed financial analysis to support decision-making processes.You...
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Columbus, Ohio, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a skilled Assistant Controller to join our team. This role is an exciting opportunity for a financial professional to play a pivotal part in shaping the financial success of our organization.About the Role:We are looking for an emerging leader with strong analytical skills and a keen eye for detail. As an...
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Financial Accountant OH
2 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeJob Title: Financial AccountantWe are seeking a detail-oriented and organized individual to join our team as a Financial Accountant in Ohio. As a Financial Accountant, you will be responsible for performing various financial tasks, including bank reconciliations, accounts payable, and data entry.Responsibilities:Conduct timely and accurate bank...
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Strategic Financial Consultant
6 days ago
Columbus, Ohio, United States Creative Financial Staffing Full timeSenior Financial Analyst Opportunity in Columbus, OHCreative Financial Staffing is seeking a skilled Senior Financial Analyst to join their team. This key role involves managing financial reporting, budgeting, and forecasting for designated customers, businesses, and departments.Key Responsibilities:Analyze financial reports to identify trends and...
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Columbus, Ohio, United States Creative Financial Staffing Full timeSenior Financial Analyst OpportunityAbout the Role: Embark on an exciting career path as a Senior Financial Analyst within our client's dynamic team. A PE-backed organization dedicated to enhancing healthcare outcomes, this position offers growth into management as the organization continues to expand. Ideal candidates possess 1-3 years of experience in the...
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Columbus, Ohio, United States Creative Financial Staffing Full timeJob SummaryCreative Financial Staffing is partnering with a leading manufacturer to find an experienced Financial Controller to drive financial strategy and lead accounting operations.About the RoleThis key leadership position offers growth potential in a stable, global organization making meaningful consumer products. The successful candidate will have full...
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Columbus, Ohio, United States Creative Financial Staffing Full timeJob Title: Financial AnalystWe are seeking a detail-oriented and analytical Junior Accountant to join our team at Creative Financial Staffing in the Midwest. This is a fantastic opportunity to grow your accounting career with a dynamic management company.About the Role:This Junior Accountant position involves performing weekly bank statement reconciliations,...