9 wealth 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...

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...

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 position is hybrid in Columbus, Ohio for Central Ohio residents (3 days in office). Candidates located near any Nationwide office will follow the same hybrid schedule. Current...

Description Brief Description: The Mainframe Systems Engineer III candidate must have experience in one or more of the following disciplines:  z/OS installation and customization, storage management, hardware configuration, networking, performance management and capacity planning, or ISV installation and customization in a Parallel Sysplex environment.  The candidate must be able to complete work on time in an ever-changing and complex environment and take direction from leaders and managers.  Mentoring is required in this role so mentoring skills and experience are desired.  This position is part of a team that and the candidate must be willing to embrace being a team player. Detailed Description: This candidate will be filling an experienced systems mainframe engineer position.  The candidate must have the following skills: Advanced or expert level SMP/E experience Debugging and tuning experience...

Description Job Description Summary We are seeking an exceptional Senior Google Cloud Data Architect who is passionate about building world class, cloud native data platforms and data services that power the enterprise. This is not a generic architect role — it is a high influence, high ownership opportunity to help define how a modern financial institution designs, scales, and operates data platforms on Google Cloud , with a strong focus on enabling data as a product and data as a service capabilities. You will play a key role in evolving our platforms to support not only analytics and operational workloads, but also emerging AI and intelligent application patterns that depend on high-quality, well-governed, and accessible data. If you're excited by complex engineering challenges, modern GCP data capabilities, and shaping how data platforms evolve to support the next generation of intelligent...

Description Summary: The Senior Project Manager leverages Huntington project methodology, provides leadership that promotes and supports development, implementation and completion of medium to large size projects. These projects are typically characterized as having high visibility and risk, involve multiple business units and impact multiple software applications.  Duties and Responsibilities: This senior level position would manage the most complex and highest visibility projects, and would typically require proven, senior-level project management skills.  Works with business unit manager(s) and project sponsor to establish the project scope, deliverables, budget and schedule.  Supports the IT team's assigned business segment goals by providing project management services.  Assembles project team and manages the project on-going, identifying risks, implementing changes, monitoring and communicating...

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...

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...