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Investment analyst Jobs in Columbus, OH

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Investment analyst • columbus oh

Last updated: 1 day ago
  • Promoted
J.P. Morgan Wealth Management Licensed Investment Professional

J.P. Morgan Wealth Management Licensed Investment Professional

JPMorgan ChaseColumbus, OH, US
Full-time
Licensed Investment Professional.Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a s...Show moreLast updated: 30+ days ago
  • Promoted
Crypto Investment Analyst Intern (Remote)

Crypto Investment Analyst Intern (Remote)

Token MetricsColumbus, OH, US
Remote
Full-time
Crypto Investment Analyst Intern (Remote).Token Metrics is searching for a Cryptocurrency Web3 Investment Analyst to identify, source, and evaluate early-stage investment opportunities in Web3 (DAO...Show moreLast updated: 30+ days ago
  • Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Data AnnotationGrove City, Ohio
Remote
Full-time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Investment Professional - Investment Grade Corporate Credit Research

Senior Investment Professional - Investment Grade Corporate Credit Research

NationwideColumbus, OH, US
Full-time
Senior Investment Professional Public Investment Grade Corporate Research.The Senior Investment Professional Public Investment Grade Corporate Research role will report directly to the Team Lead ...Show moreLast updated: 10 days ago
Senior Investment Advisor

Senior Investment Advisor

Fifth Third BankColumbus, OH
Full-time
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provides exemplary client ser...Show moreLast updated: 30+ days ago
  • Promoted
Hybrid Real Estate Investment Representative / Disposition Agent

Hybrid Real Estate Investment Representative / Disposition Agent

RebuiltColumbus, OH, US
Full-time
Hybrid Real Estate Investment Representative / Disposition Agent.Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale ...Show moreLast updated: 30+ days ago
  • Promoted
Investment Analyst

Investment Analyst

Hamilton CapitalColumbus, OH, US
Full-time
Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen.At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovat...Show moreLast updated: 8 days ago
  • Promoted
Senior Investment Advisor

Senior Investment Advisor

Fifth Third BancorpColumbus, OH, US
Full-time
Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provides exemplary client serv...Show moreLast updated: 30+ days ago
  • Promoted
Senior Client Partner Investment Sales

Senior Client Partner Investment Sales

Columbus StaffingColumbus, OH, US
Full-time +1
When you join Verizon, you want more out of a career.A place to share your ideas freely - even if they're daring or different. Where the true you can learn, grow, and thrive.At Verizon, we power and...Show moreLast updated: 1 day ago
Investment Advisor - PNCI (F)

Investment Advisor - PNCI (F)

PNCColumbus, OH, USA
Full-time
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As an Investment Advisor w...Show moreLast updated: 30+ days ago
  • Promoted
Financial Analyst

Financial Analyst

Adaptive TeamsColumbus, OH, US
Full-time
Ready to turn raw numbers into strategic impact? We're looking for a detail-obsessed Financial Analyst who can deliver accuracy, speed, and insights that shape high-stakes decisions.This is a full-...Show moreLast updated: 30+ days ago
Safety Analyst

Safety Analyst

Surge StaffingColumbus, OH, United States
Full-time
Surge Staffing is seeking a Safety Analyst to continuously improve safety, quality and financial performance of the company by monitoring and ensuring safe work environments for our personnel.The S...Show moreLast updated: 12 days ago
  • Promoted
Financial Analyst

Financial Analyst

Lower Lights Christian Health CenterColumbus, OH, United States
Full-time
Lower Lights Christian Health Center (LLCHC) transforms the overall health of Central Ohio, serving one individual at a time. We are focused on whole-person wellness, available to ALL in Central Ohi...Show moreLast updated: 16 days ago
  • Promoted
Contract Analyst

Contract Analyst

StaffingColumbus, OH, US
Full-time
Hybrid (2 days a week onsite) 32 hrs a week (4 Days)-M-TH Specific duties of the resource will include, but are not limited to : Negotiate and manage contracts for general medicine and surgery Condu...Show moreLast updated: 30+ days ago
Investment Analyst, Fixed Income Risk

Investment Analyst, Fixed Income Risk

Nationwide Private ClientColumbus, One Nationwide Plaza, Ohio, US
Full-time
As a team member in the Finance department at Nationwide, the opportunities are endless! You can grow and learn in diverse areas across many disciplines such as Advanced Analytics, Investments, Act...Show moreLast updated: 30+ days ago
  • Promoted
Systems Analyst / Business Analyst

Systems Analyst / Business Analyst

TEKsystemsColumbus, OH, United States
Full-time
The Systems Analyst will be responsible for providing in-depth technical systems consultation to internal business clients and senior technical management to ensure alignment with the Enterprise Ar...Show moreLast updated: 5 days ago
  • Promoted
Valuations Analyst

Valuations Analyst

House Buyers of AmericaColumbus, OH, US
Full-time
Valuations Analyst- 100% Remote.House Buyers of America is looking for a 100% remote Valuations Analyst (VA) who will be responsible for valuing prospective deals and determining a scope of work fo...Show moreLast updated: 30+ days ago
  • Promoted
Senior Client Partner Investment Sales

Senior Client Partner Investment Sales

VerizonHilliard, OH, US
Full-time +1
A place to share your ideas freely even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting ...Show moreLast updated: 17 days ago
  • Promoted
Financial Analyst

Financial Analyst

ApTaskColumbus, OH, US
Full-time
About Client : Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.It is a prominent global...Show moreLast updated: 30+ days ago
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The cities near Columbus, OH that boast the highest number of investment analyst jobs are:
J.P. Morgan Wealth Management Licensed Investment Professional

J.P. Morgan Wealth Management Licensed Investment Professional

JPMorgan ChaseColumbus, OH, US
30+ days ago
Job type
  • Full-time
Job description

Licensed Investment Professional

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

Job Responsibilities

  • 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, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
  • Document all client interactions and meeting all regulatory requirements around these activities

Required Qualifications, Capabilities, and Skills

  • A valid and active Series 7 and Series 63
  • Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
  • Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
  • Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
  • Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
  • Preferred Qualifications, Capabilities, and Skills

  • Bachelor's degree preferred or equivalent experience
  • 2 years of relevant financial services or brokerage experience
  • Flexibility, self-motivation, coachability, and passionate for helping people
  • Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
  • Additional Information

  • Must be able to work onsite Monday through Friday from 8 : 30am 5 : 00pm during training and / or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
  • Department is open the following hours : Monday-Friday 7 AM 8 PM EST, Saturday 8 AM 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example : four 10 hour days vs. five 8 hour days)