14 financial planner jobs found in Columbus

Description Summary: The Wealth Planner will be responsible for delivering planning to clients with a net worth of $1-10M. This role is responsible for delivering high-quality financial planning services, conducting in-depth discovery conversations, and partnering with both clients and wealth advisors to design and implement comprehensive wealth strategies. Duties And Responsibilities Lead financial planning engagements for clients with a net worth of $1-10M. Conduct thorough discovery conversations to identify client goals, values, and financial objectives. Develop, present, and review customized financial plans, incorporating retirement, tax, estate, investment, and risk management strategies. Collaborate closely with internal wealth advisors to support client relationship management and plan implementation. Provide mentorship, training, and guidance to wealth advisors on financial...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. As a project staffed role, this position is projected to end in December 2027 The end date is subject to change at the company's sole discretion.  What We Need We are seeking a highly analytical and strategically minded Product Analyst to help optimize and expand OCR/ICR and automation capabilities. In this role, you will partner closely with Product Management, Operations, and Technology to identify opportunities, uncover performance gaps, and translate complex product and...

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. Lead the future of advanced life planning. This is a rare opportunity to shape strategy, elevate talent, and influence some of the most complex and high‑impact life insurance cases across our distribution ecosystem. As Senior Director of the Life‑Focused Advanced Consulting Group (ACG), you will sit at the intersection of strategy, technical excellence, and thought leadership—driving outcomes for financial professionals and their clients while building a best‑in‑class consulting organization.   What You’ll Do As a senior leader and trusted expert, you will: Lead Life ACG strategy and execution , setting priorities and direction across all...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. This position serves as the Annuity Modeling Lead within Nationwide Financial Actuarial department, responsible for end-to-end modeling strategy, execution, and people leadership for the annuity modeling portfolio. This role sits within the Corporate Modeling organization and partners closely with Valuation, Assumptions, Finance, Risk, Investments, and Technology to deliver high-quality models and insights that support business decisions and regulatory requirements. Role Purpose In addition to the enterprise expectations for a Senior Director, Actuary – NF, this role: Leads the centralized annuity...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Nationwide’s vision is to be the most trusted, most caring and most customer-focused protection company. We exist to protect people, businesses and futures with extraordinary care. The Nationwide Investments team manages approximately $130 billion...

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 Claims Business Analyst II, this role requires a minimum of two years of experience working with Guidewire ClaimCenter. Preferred...

Description Summary: The SBA Eligibility Review Officer III is responsible for reviewing SBA & USDA guaranteed business loans to determine proper structure and ensure loan closes in accordance with SBA & USDA eligibility requirements. Duties and Responsibilities: Serves as the subject matter expert in SBA Servicing procedures and acts as a consultant on government guaranteed loan programs to sales, underwriting, and closing colleagues throughout the HNB markets. Maintains an individual pipeline of work, with loans typically of advanced complexity and customer exposure up to $5 million.  Appropriately assess eligibility of borrower(s), co-borrower(s), guarantor(s) assuring that, if needed, the SBA guarantee can be enforced. Interacts with the internal SBA Sales and Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit...

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...

Description This position is onsite and is available to be filled at any Huntington Corporate office location (see location options on posting) Network Engineer 3 (Vulnerability Management) will be responsible for identifying, analyzing and mitigating vulnerabilities within HNB’s network infrastructure. Job Responsibilities: Conduct regular vulnerability assessments of outstanding vulnerabilities in the network infrastructure space (Routers/Switches/Firewalls/Load balancers, Wireless Lan Controllers, Network Service Appliances). Analyze identified vulnerabilities, prioritize and plan paths to remediation. Collaborate with platform engineering teams and operations teams to apply security patches, workarounds, or mitigations in timely manner while minimizing operational disruptions. Ensure the vulnerability management practices align with standards and internal policies. Maintains current knowledge of...

Description The SBA Eligibility team is looking for an SBA Eligibility Review Officer II. Duties & Responsibilities: Review and structure complex SBA & USDA guaranteed business loan applications of all sizes for program eligibility and compliance, assuring that agency guarantee can be enforced. Understands the SBA & USDA standard operating procedures based on each loan approval. Interacts with SBA Product Specialists and internal SBA Operations colleagues to facilitate understanding of the SBA and USDA guaranteed loan programs as well as to understand the credit request, obtain necessary eligibility information, and communicate eligibility decision and reasoning. Clearly communicates eligibility requirements and loan statuses in weekly calls with the SBA Product & Client Specialist. Work directly with the SBA loan center when required to obtain proper SBA approval and documentation. Clearly...

Description The Huntington Securities, Inc. (HSI) Trade Settlements Specialist is responsible for ensuring the accurate and timely settlement of securities transactions across multiple asset classes and markets. In addition, the incumbent would be responsible for the following: Fedwire processing, Equity Capital Markets settlement support, and Regulatory Trade Reporting. This role involves close coordination with internal teams, custodians, clearing firms, clients and external counterparties to resolve trade discrepancies, manage risk, facilitate wire requests as needed, support trade operations, and maintain compliance with regulatory reporting requirements. Duties & Responsibilities: Monitor trade affirmations to comply with T+1 regulations Ensure timely and accurate settlement of trades, while mitigating operational risk Process and reconcile daily trade settlements in a timely and accurate manner...

Description The Business Banking Underwriter IV - Practice Finance position is open to any location within the Huntington footprint. Duties & Responsibilities: Responsible for the evaluation and underwriting of Business Banking Healthcare/SBA/USDA loan applications to determine credit worthiness and compliance to Huntington lending and SBA/USDA policies. Reviews and analyzes all customer financial information to ensure sound credit decisions are made. Documents the detail and requirements of loan decisions, including conditions to close. Effectively communicates and acts as a liaison to internal customers to resolve business lending issues. Completes decisions in a timely manner. Maintains knowledge of Huntington lending policies, risk rating requirements and compliance standards. Provides coaching and guidance to bankers in the field regarding sound lending practices and...

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...