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Financial Consultant Jobs in Sunbury, OH (401)

VP, Managing Director- 401K Relationship Manager

Fidelity Investments
Work From Home, OH
401(k)
Health Insurance

Accounting Consultant

Creative Financial Staffing
Columbus, OH
New

Chief Investment Officer, Funds and Portfolios

Meeder Investment Management
Dublin, Ohio

Managing Director - Principal Financial Network

Principal Financial Group
Dublin, Ohio
Hourly
Eco-Friendly
Icon: salary
$77.4k - $147.6k / year

Tax Managing Director, Private Client Services

BDO
Columbus, Ohio
Icon: salary
$190k - $335k / year

VP Senior Regional Director - Intermediary

Voya Financial
Columbus, Ohio
Part-Time
Eco-Friendly
Dental Insurance
Vision Insurance
Education
Icon: salary
$100k / year
‌

Consultant Financial Planning Analysis

Verizon
🌎 Remote
Remote
Hybrid
‌

Remote Financial Entrepreneur & Sales Consultant

GFI Global Financial Impact
🌎 Remote
Remote
‌

Financial Advisor

Self-employed
Worthington, OH
Part-Time
Flexible Schedule
‌

Financial Advisor

First Financial Group
Columbus, OH
‌

Financial Advisor

Northwestern Mutual
Columbus, OH
New
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year
‌

Financial Aid Advisor

Hondros College of Nursing
Columbus, OH
‌

Asset Management - Client Advisor (Edward Jones Specialist) - Vice President

JPMorgan Chase Bank, N.A
Westerville, OH
New
Education
‌

Finance Manager

Fisher Management Partners
Columbus, OH
401(k)
PTO
Dental Insurance
Vision Insurance
‌

Regional Vice President - Wholesaler (Great Lakes Region)

ProShares Trust II, ProShare Advisors
Columbus, OH
New
‌

Regional Vice President - Wholesaler (Great Lakes Region)

ProShares
Columbus, OH
New
Dental Insurance
‌

Tax Services Manager - FSO - State & Local Tax, EDGE

EY
Columbus, OH
New
Hospitality
Dental Insurance
Icon: salary
$103.6k - $189.7k / year
‌

Project Accountant

ms consultants
Columbus, OH
New
‌

Accountant

Pyramid Consulting
Columbus, OH
Hourly
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$17 - $19 / hour
‌

Entry Level Financial Consultant

Dave Santos Group
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
Icon: salary
$2,500 / month
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Financial Consultant

Empower Retirement
Columbus, OH
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year
‌

Oracle Cloud Financial Consultant

Accenture
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Columbus, OH
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Tax Manager, Investment Management, Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$119.5k - $238.7k / year
‌

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$63.4k - $126.6k / year
‌

Merrill Financial Solutions Advisor - Buckeye & Associates Market

Bank of America
Powell, OH
Diversity Leader
Eco-Friendly
Icon: salary
$100k / year
‌

Tax Manager - Real Estate Tax (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Tax Manager - Investment Management - Private Equity Tax (Central Region Office Locations)

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $169.7k / year
‌

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$124.9k - $208.3k / year
‌

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Deloitte
Columbus, OH
Diversity Leader
Icon: salary
$85k - $193.4k / year

Job Description

Working as a Financial Consultant in Sunbury, OH

There are 401 Financial Consultant opportunities available in Sunbury, OH all with unique requirements.

A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients.  This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.

Financial Consultant jobs near Sunbury, OH

  • Columbus, OH
  • Dublin, OH
  • Westerville, OH

Financial Consultants in Sunbury, OH Resume Data

Average Experience for Financial Consultants in Sunbury, OH

  • More than 10 years: 70%
  • 6-10 years: 22%
  • 3-5 years: 7%
  • 1-2 years: 1%
  • Less than 1 year: 1%

Educational Background for Financial Consultants in Sunbury, OH

  • Bachelors: 44%
  • Masters: 27%
  • Diploma: 17%
  • Associates: 9%
  • Doctorate: 4%

Top Skill for Financial Consultants in Sunbury, OH

  • Customer focus & orientation: 19%
  • Sales skills: 15%
  • Attention to detail: 13%
  • Customer service: 9%
  • Verbal communication: 9%
  • Management & leadership skills: Impact & influence: 8%
  • Management & leadership skills: Planning & execution: 7%
  • Work style: Reliability: 7%
  • Administrative assistant/receptionist: 6%
  • Spreadsheets with Microsoft Excel: 6%

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