Jobs near Westerville: 6,204
RS
Relevance Score ranked on: INVESTMENT
J.P. Morgan Wealth Management - Investment Professional
Westerville
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly,...
Search Terms: Investment, Wealth, Management, Professional, Brokerage
83.9
0mi
Updated: November 12
J.P. Morgan Wealth Management – Licensed Investment Professional
Westerville
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs Create business efficiency by focusing on answering calls quickly,...
Search Terms: Investment, Licensed, Wealth, Management, Professional
83.9
0mi
Updated: November 12
Licensed Investment Support Specialist II
Columbus
The Licensed Investment Support Specialist II provides office management support for registered securities representatives (e.g., Investment Executives, or Wealth Management Advisors). Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally fol...
Search Terms: Support Specialist, Investment, Licensed, Support, Specialist
83.2
5.8mi
Updated: October 31
Investment Risk & Analytics – Fiduciary and Suitability Risk Associate
Columbus
WM Investment Risk & Analytics (IR&A) is responsible for review of Global Wealth Management business. IR&A’s Client Risk team is responsible for review of the first line of defense investment fiduciary and suitability activities such as acting in the client’s best interest and recommending products i...
Search Terms: Risk, Investment, Associate, Analytics, Management
81.6
5.8mi
Updated: October 29
Wealth Advisor I
Worthington
The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and ...
Search Terms: Wealth Advisor, Wealth, Advisor, Client Relations, Investment
68.3
5.8mi
Updated: November 23
Compliance Analyst
Columbus
Compliance Analyst. Columbus, OH IN BRIEF - Diamond Hill Capital Management, Inc. is an SEC-registered investment adviser that provides investment management services to individual and institutional investors through mutual funds, separate accounts, collective investment trusts, other pooled vehicles...
Search Terms: Compliance Analyst, Compliance, Analyst, Investment, Management
66.9
5.8mi
Updated: November 07
Asset Wealth Management - Market Risk Coverage, Analyst
Columbus
Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the Wealth Management (WM) Private Bank and Consumer Bank businesses. Managed Strategies included JPMorgan’s own proprietary products and third-party funds ...
Search Terms: Risk, Management, Wealth, Analyst, Investment
66.4
5.8mi
Updated: October 25
Portfolio Manager Assistant
Columbus
PMA Columbus. Date:October 2024 Department. Private Client Group. Reports To:Portfolio Manager. FLSA Classification:Exempt Summary / objective of position:The Portfolio Manager Assistant, located in the Columbus office, proactively assists Portfolio Manager(s) in all aspects of portfolio management. ...
Search Terms: Portfolio Manager, Manager, Portfolio, Assistant, Client Support
66.3
5.8mi
Updated: October 22
Superintendent - Multifamily (Columbus)
Westerville, Ohio
Scheduling. The Superintendent shall work in partnership with the Project Manager for creating, updating, maintaining and managing all the schedules for the project. Ability to create a Master Project Schedule with comprehension of required construction activities and logic sequencing. Perform daily ...
Search Terms: Superintendent, Project Manager, Staffing, Construction
0
0mi
Updated: November 30
Senior Project Manager - Multifamily Construction
Westerville, Ohio
Develop, monitor and maintain a project schedule in a collaborative manner by gathering input from the project team during both Pre-construction and construction using lean principles as appropriate. Lead the effort in the on-boarding and contract negotiations with trade partners and 3rd party vendor...
Search Terms: Project Manager, Construction, Manager, Project Management, Senior
0
0mi
Updated: November 30
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