11 wealth planner jobs found in Columbus

Description This position is available to be filled at any Huntington Corporate office location. Summary: This position is responsible for providing general support and transaction assistance such as managing and monitoring ongoing origination activity and sales enablement duties as assigned. Responsible for the documentation requirements of equipment lease and loan transactions across multiple segments/industries and of varying complexity.  Work independently with clients and all internal departments to ensure that transactions are completed accurately, timely and that the company’s interests are perfected and protected. Duties and Responsibilities: Responsible for entry of transaction data within designated front end system and review of transaction details prior to documentation, including customer legal name and organization structure; equipment cost, description and location; pricing; tax; and...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Job Description Location Details: This is an on-site position in our Lockport, IL location. Position Schedule / Shift: Schedule will consist of hours worked· Monday - Friday between 7:30AM - 6:00PM along with rotational hours on Saturday. Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed....

The salary range for this job posting is $69,152.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Encova Insurance has an immediate opening for a Claims Business Analyst for our Columbus, Ohio corporate location. In this role, you will work a hybrid schedule and as such, the expectation is that you reside within a reasonable commute to our office. We can hire at multiple seniority levels depending on candidate qualifications and the posted compensation range is inclusive of all levels. As a Business Analyst II, you must have a minimum of two years of experience working with Guidewire ClaimCenter. Preferred...

The salary range for this job posting is $77,450.00 - $123,921.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Help shape the future of talent at Encova Insurance. About the Opportunity Encova Insurance is seeking a Senior Talent Acquisition Specialist to help lead and support recruiting strategies that meet current and future business needs. In this highly visible role, you will partner closely with leaders across the organization to build strong candidate pipelines, strengthen our employment brand, and deliver innovative recruiting solutions that attract high-quality talent. The ideal candidate is an experienced,...

Description Summary: The Commercial Loan Closing Specialist is responsible for reviewing and organizing all necessary documentation to finalize commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and coordinating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closers  work closely with Underwriters and Relationship Managers to resolve...

Description IS Technical Specialist Summary: The IS Technical Specialist provides technical and consultative support on the most complex technical matters and will lead code development within the Payments Organization. We are seeking an experienced tech specialist with strong engineering skills (Java/API development) and deep GCP expertise to support our Enterprise Payments platform. This role focuses on building cloud‑native services and user experiences, system integration, and production support in an agile environment, enabling high‑volume charge card origination, card servicing, payment processing, and expense management capabilities. The ideal candidate brings strong hands‑on experience with Java (e.g., Spring/Spring Boot), designing and implementing secure APIs (REST; familiarity with API management such as Apigee/API Gateway), while collaborating closely with product, business, and enterprise IT...

Description Summary: The CRE Loan Closing Specialist Sr. is responsible for initiating and driving the loan closing process, and for the integrity of the loan closing, due diligence, and documentation while managing and expediting complex and concurrent processes and organizing all necessary documentation to finalize complex Commercial Real Estate loan transactions. The CRE Loan Closing Specialist Sr. ensures accuracy, compliance with regulations, and coordinates activities, decisions, and communications with various parties involved, such as lenders, borrowers, legal teams and other third parties.  This position involves meticulous attention to detail and a thorough understanding of Commercial Real Estate loan terms including legal concepts, collateral acceptability, and final closing conditions. Expertise in review and interpretation of deal structures and legal documentation along with working through “gray...

The salary range for this job posting is $108,812.00 - $174,099.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. As Director, Premium Audit Operations, you will guide a high-performing team, influence enterprise initiatives, and drive continuous improvement across field, phone, and mail audit functions. This is an opportunity for a strategic and technically skilled leader to partner with key stakeholders, optimize vendor relationships, and elevate audit quality and efficiency. We are open to hiring at either a Director or AVP level depending on candidate qualifications. The compensation range posted is for the Director level job role...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in office 3 days per...

Description This role will be onsite at our Easton office in Columbus, OH (or Dallas/Houston/Austin TX, Detroit MI, or Chicago, IL) - preferred candidates in CST or EST Brief Description: Senior Developer - In this senior role, the successful candidate will design, develop, integrate, and support Workflow/Case Solutions. Key Responsibilities: Design, develop, and maintain Java/J2EE–based applications and batch processes, as required. Develop and support UI components and client‑side functionality using JavaScript and Dojo. Write, optimize, and troubleshoot database queries to support application functionality and performance. Design and develop RESTful APIs to support application integration and modernization initiatives. Integrate applications with backend systems and enterprise platforms. Participate in requirements analysis, design discussions, and technical...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to provide external support to clients for an assigned book of business, giving internal direction to the client management support team; collaborates with internal resources as needed to ensure the client's needs are satisfied with responsibility for retaining existing business. A Day in The Life : Serves as the key service contact to identify, design, communicate and implement cost effective benefit solutions to minimize risk; responds to requests for assistance in a timely and collaborative manner. Approximate workload defined by Practice: Large:  6 - 10 accounts; total book value of $1M - $1.5M. Middle Market:  25 - 75 accounts; total book value of $300K - $1M. Small Market:  30 - 44 accounts (efficiencies of scale considered); total book value of...