Columbus, OH

Finance Jobs in Columbus, OH

41 jobs found

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Today

Bilingual Financial Services Representative

Tailored Management Columbus, OH

Columbus, OH

Today

$19+/hr Full time Bilingual Client Service Financial Representative

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Job Description

Tailored Management is hiring a Bilingual Financial Services Representative in Columbus, OH (onsite) to support life new business customers through accurate communication and contract-related processing.

Responsibilities

Handle inquiries from customers, brokers, agents, and government agencies via oral and written communication
Assist with and process financial transactions and contract-related requests in line with policy provisions and applicable regulatory guidelines
Interpret and explain contract provisions for current and historical products to internal and external stakeholders
Review routine processing errors, resolve as appropriate, and escalate complex or exceptional cases when needed

Requirements

Must read, write, and speak in Spanish and English
High school diploma required; college degree preferred
3 years of work experience required
2 years of product-related customer service experience preferred
Knowledge of general office practices, customer service, and office equipment
Experience with information systems and insurance/financial services industry practices preferred (example: Life Insurance)
Demonstrated effective written and oral communication skills to interact with customers, team members, and management
Ability to identify and evaluate problems, analyze customer inquiries, and determine the appropriate next action

Schedule

Week 1 (Training): Onsite, Monday–Friday, 8:00 am to 4:30 pm
Week 2 (Shadow): Onsite, Monday–Friday, shift varies based on the person being shadowed
Weeks 3–4 (Post-training): Onsite, Monday–Friday, 11:30 am to 8:00 pm
Beyond Week 4: Hybrid, Tuesdays/Wednesdays onsite, 11:30 am to 8:00 pm
No weekends

Compensation

$19.00 per hour

Benefits

Medical Coverage: HDHP, PPO, and Surest plan options
Minimum Essential Coverage (MEC)
Dental Insurance
Vision Insurance
Short-Term Disability (STD)
Long-Term Disability (LTD)
Life & AD&D Insurance
Critical Illness Insurance
Accident Insurance
Employee Assistance Program (EAP)

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1d ago

Patient Financial Counselor

Mount Carmel Behavioral Health Columbus, OH

Columbus, OH

1d ago

Full time Accounting Billing Client Relations

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Job Description

The Patient Financial Counselor at Mount Carmel Behavioral Health in Columbus, OH provides patient-facing support to help individuals understand insurance coverage and their financial responsibilities. This onsite role focuses on accurate eligibility verification, patient counseling, upfront collections, and documentation that supports timely reimbursement and account resolution.

Key Responsibilities

Verify insurance benefits and audit admission paperwork for accuracy and completeness.
Review and update patient demographic and insurance details within the patient accounting system.
Counsel patients and guarantors on coverage, benefits, expected out-of-pocket costs, and available payment options.
Collect patient balances, including deductibles, copays, coinsurance, and other amounts due.
Complete financial assistance applications and verify income and expense documentation.
Prepare charity care documentation, administrative adjustment requests, and payment arrangements when required.
Maintain collection, charity, and adjustment logs, and review activity with leadership.
Analyze account information and take appropriate action to support timely payment and reimbursement.

Required Qualifications

High school diploma or equivalent required.
3+ years of experience in healthcare financial counseling, patient access, billing, or a related field required.
Extensive knowledge of Commercial Insurance, Medicare, and Medicaid required.
Strong customer service, communication, and problem-solving skills.
Ability to explain complex insurance and financial information to patients and families.

Additional Experience Details

Three years of collecting experience is required for this position. Five years is preferred.

Work Environment Expectations

As a patient-facing role within a behavioral health environment, the position requires compassionate, empathetic support. Emotional intelligence, patience, and the ability to assist patients through challenging situations are important to success in the role.

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2d ago

Financial Planner

TPM Placement Columbus, OH

Columbus, OH

2d ago

$110k - $130k/yr Full time Asset & Wealth Management eMoney Financial Analysis

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Job Description

This Senior Paraplanner position in Columbus, OH supports personalized wealth management by turning client information into customized, goal-based financial plans. TPM Placement is seeking a finance professional to collaborate with the team, deliver advice in client meetings, and maintain up-to-date knowledge across tax, estate, and capital markets.

The role offers an annual salary range of USD 110,000 - 130,000 and is based onsite in Columbus, OH. With a minimum of 3 years of experience and a bachelor’s degree required, you will build increasing independence over the first six months.

What you’ll do

Gather and analyze client data to create financial plans and coordinate planning deliverables.
Participate in client meetings and provide investment and planning guidance to clients.
Profile clients to identify investment and lending needs, then coordinate investment, fiduciary, and lending solutions to match those needs.
Generate investment ideas using firm research, team guidelines, and asset allocation strategies aligned to each client’s risk profile and objectives.
Coordinate with team members to collect planning information and file or upload details into MoneyGuidePro.
Act as a planning topic expert by staying current on tax law, estate regulations, and capital market trends.
Develop full autonomy within six months, including reaching out to clients directly and running client meetings independently.
Support tax and estate planning work, including insurance gap analysis and beneficiary reviews.
Work directly with clients by crafting thoughtful financial plans and delivering personalized wealth management advice.
Maintain strong compliance by understanding and following firm rules and the requirements of applicable regulatory agencies.

Required qualifications

Bachelor’s degree
Professional licenses: Series 7, 63 and 65 (or 66) required
Obtain an insurance license within 12 months of hire
3 - 5 years of industry experience required
3 - 5 years of financial planning experience required
Experience with MoneyGuidePro or eMoney

Tools and technologies

MoneyGuidePro
eMoney

Benefits

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Preferred experience

Experience in tax analysis, retirement planning, and estate planning
Knowledge of Regulation 72(t) plan distributions
Knowledge of executive compensation plans, including RSUs and stock grants

How you’ll be expected to show up

Deep knowledge of financial planning concepts and tools, with the ability to analyze client data and build customized, goal-based plans.
Excellent verbal and written communication, with prompt, accurate, and detail-oriented client service.
Thorough, resourceful approach to problem solving and a solutions-based mindset.
Comfort collaborating with team members and other departments across the organization.
Ability to manage multiple high-touch projects simultaneously with precision and accuracy.
Advanced hands-on experience with financial planning software, ideally MoneyGuidePro.
A strong work ethic aligned with the existing team culture, with a sincere desire to serve clients as an expert resource.
Interest in long-term growth opportunities across the firm and the industry.
Ability to run a client meeting end to end, supported by strong presentation skills.
Commitment to continuous learning and professional development, with initiative and ownership across the full role from logistics to process.

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2d ago

Financial Planner

TPM Placement Columbus, OH

Columbus, OH

2d ago

$110k - $130k/yr Full time Advisor Asset & Wealth Management Client Service

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Job Description

TPM Placement is seeking a Senior Paraplanner for an in-office, full-time role in Columbus, OH. The position focuses on direct client work, building financial plans, and providing personalized wealth management advice while ensuring adherence to firm and regulatory requirements.

Role Overview

This senior paraplanner role supports the delivery of comprehensive financial planning and related tax and estate planning activities. You will gather and analyze client information, contribute to recommendations and advice provided in client meetings, and coordinate planning documentation through MoneyGuidePro. The role also requires ongoing awareness of tax law, estate regulations, and capital market trends.

Key Responsibilities

Gather and analyze client data to create and maintain financial plans.
Participate in client meetings and help deliver recommendations to clients.
Profile clients to identify investment and lending needs; coordinate investment, fiduciary, and lending solutions to support those needs.
Develop investment ideas grounded in firm research, team guidelines, and asset allocation strategies aligned to client risk profiles and objectives.
Coordinate with team members to gather, file, and upload planning information into MoneyGuidePro.
Act as a subject matter resource on financial planning topics and emerging trends, staying current on tax law, estate regulations, and capital market trends.
Build increasing autonomy within six months, including reaching out to clients directly and running client meetings independently.
Support tax and estate planning work, including insurance gap analysis and beneficiary reviews.
Comply with all firm rules and the requirements of applicable regulatory agencies.

Required Qualifications

Deep knowledge of financial planning concepts and tools, including the ability to analyze client data and build customized, goal-based plans.
Strong verbal and written service skills, with prompt, accurate, and detail-oriented follow-through.
Thorough, resourceful problem-solving skills and a solutions-based approach to challenges.
Comfort collaborating with team members and other departments.
Ability to manage multiple high-touch projects simultaneously with precision and accuracy.
Advanced hands-on experience with financial planning software, ideally MoneyGuidePro (also acceptable: eMoney).
Strong work ethic aligned with the existing team’s expectations.
Genuine interest in serving clients and acting as a knowledgeable resource.
Ability to run a client meeting from start to finish with effective presentation skills.
Commitment to continuous learning and professional development.
Initiative and ownership across role responsibilities, including logistics and processes.
Bachelor’s degree.
Professional Licenses: Series 7, 63, and 65 (or 66) required.
Must obtain an insurance license within 12 months of hire.
Industry experience: 3 to 5 years required.
Financial planning experience: 3 to 5 years required.

Technologies

MoneyGuidePro
eMoney

Compensation and Benefits

Salary: USD 110,000 to 130,000 per year, based on experience.

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Location, Status, and Work Setting

Location: Columbus, OH
Work location: In person
Status: Full time
Job type: Full-time
Work setting: Office
Physical setting: Office
Ability to commute: Cincinnati, OH 45999 (Required)

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4d ago

Senior Financial Analyst

State of Ohio - Public Safety Columbus, OH

Columbus, OH

4d ago

Full time Senior Accounting Analytical Skills

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Job Description

Join the State of Ohio - Public Safety in Columbus, OH (onsite) and support fiscal planning for public safety program areas. This Senior Financial Analyst role offers multiple pay increases in your first years of service, onsite amenities, and a comprehensive benefits package including medical coverage, paid time off, and education and development opportunities. You will work in a structured, mission-focused environment with access to public retirement systems and optional deferred compensation.

Responsibilities

Independently research and analyze complex information under the direction of the Financial Analyst Supervisor to resolve fiscal errors, modify data, and determine appropriate action for program areas.
Assist with payroll projections and administrative budget planning and allocation.
Prepare budgetary evaluations and discuss budget concerns or issues with appropriate managerial staff.
Manage account appropriations and provide account coding information for assigned divisions and sections within the Ohio Department of Public Safety, including areas such as the Bureau of Motor Vehicles (BMV), Emergency Management Services (EMS), and Office of Administration (ADM).

Requirements

Completion of an undergraduate core program in business administration, accounting, finance, or a related field; or completion of the equivalent options below.
Accounting and/or finance experience or training options that include an advanced level of experience in spreadsheet software:
- 42 months of experience or 42 months of training; or
- Option combining undergraduate core program completion with 18 months of experience or 18 months of training; or
- Option combining graduate core program completion with 6 months of experience or 6 months of training; or
- 12 months of experience as Financial Analyst, 66562; or equivalent of the Minimum Class Qualifications for Employment referenced above.
Successful completion of the Fiscal Academy may be substituted for 4 months of required accounting/fiscal experience referenced above.

Benefits

Multiple pay increases over your first years of service
Free parking
Free onsite gym and walking path
On-site daycare
On-site cafeteria
Medical coverage
Free dental, vision, and basic life insurance premiums after completion of the eligibility period
Paid time off including vacation, personal, sick leave, and 11 paid holidays per year
Childbirth, adoption, and foster care leave
Education and development opportunities, including Employee Development Funds and Public Service Loan Forgiveness
Public retirement systems such as OPERS, STRS, SERS, and HPRS, plus optional deferred compensation through Ohio Deferred Compensation
Benefits eligibility depends on factors specific to the position; the agency contact can provide details

Additional Information

Unusual working conditions: May require long or unusual hours during peak operational periods.
Background checks: A BCI fingerprint check and a background check may be required for selected applicants; comparative analysis and/or drug testing may be part of the hiring process.
ADA statement: Ohio is a Disability Inclusion State and provides access, inclusion, and reasonable accommodations in accordance with the ADA and other applicable laws.
Drug-free workplace: The State of Ohio is a drug-free workplace; marijuana use is prohibited. Additional restrictions may apply under the State of Ohio Drug-Free Workplace Policy (HR-39).

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8d ago

Business Development Manager - Corporate and Finance

Dinsmore & Shohl LLP Columbus, OH

Columbus, OH

8d ago

Full time Manager Marketing Account Management

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Job Description

Dinsmore & Shohl LLP is seeking a Business Development Manager to support the Corporate and Finance departments. In this onsite role in Columbus, OH, you will help attorneys and practice teams translate priorities into organized business development activity, while shaping strategy and aligning execution across internal partners.

The position emphasizes building growth plans from the ground up, coordinating pitches and proposals, and equipping teams with research, messaging, and coaching to strengthen relationships and pursue new opportunities.

Key Responsibilities

Collaborate with practice group and department leaders to develop actionable business development strategy aligned with firm priorities and client needs
Support attorneys in identifying and prioritizing opportunities across existing client relationships, prospective clients, referral networks, and target markets
Lead planning discussions and convert ideas into concrete next steps, including owners, timelines, and measurable objectives
Coordinate strategic pitches, proposals, RFP responses, and presentations by assembling relevant experience, differentiators, and persuasive messaging
Conduct market, industry, client, and competitive research to inform client planning, opportunity assessment, and positioning
Provide one-on-one and small-group coaching to prepare attorneys for client conversations, meetings, presentations, and relationship-building activities
Partner with internal teams such as communications, events, digital, and creative to align thought leadership, sponsorships, and programs with business objectives
Maintain accurate opportunity and relationship information in the firm’s CRM and related systems, and encourage adoption of shared processes
Collaborate on pipeline monitoring and track progress and outcomes; produce concise reports and insights to support leadership decision-making
Build relationships across offices and practices to identify cross-selling opportunities and connect attorneys to address broader client needs
Manage multiple projects and stakeholders using sound judgment, responsiveness, and attention to detail with a strong internal client service mindset
Support ongoing improvement of business development tools, templates, processes, and team best practices
Perform other duties and support firmwide initiatives as assigned

Requirements

Bachelor’s degree in marketing, business, communications, or a related field (JD or MBA a plus), or an equivalent relevant experience
Seven or more years of progressively responsible business development or marketing experience; law firm experience required
Proven ability to build trusted relationships and collaborate with attorneys, firm leaders, and business professionals across offices and functions
Working knowledge of business development planning, pitches and proposals, client and market research, and relationship-management practices
Strong written, verbal, and presentation skills, with the ability to translate complex information into clear recommendations
Sound judgment, discretion, initiative, and a client-service mindset, including confidence to ask thoughtful questions and guide projects to completion
Proficiency with Microsoft Office applications and familiarity with CRM, proposal-management, research, or related business development systems
Ability to work independently while contributing positively to a collaborative, team-oriented environment
Flexibility to occasionally work outside regular business hours and travel as business needs require

Technologies

Microsoft Office
CRM
Proposal-management
Research

Preferred Locations

Commutable to the firm’s Cincinnati, Pittsburgh, or Columbus offices (other office locations may be considered)

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12d ago

Representative, Solutions Center - Financial Services

Nationwide Columbus, OH

Columbus, OH

12d ago

$46k - $76k/yr Full time Advisor Client Relations Client Service

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Job Description

Provide call-center support for investment professionals, plan sponsors, and members in a fully on-site role in Columbus, OH.

Responsibilities

Receive and respond to incoming calls from investment professionals, plan sponsors, and members across a variety of topics
Support multiple product suites, including current offerings and products no longer sold that still require servicing
Interpret and apply updates and enhancements to both new and existing products using daily change communications
Use consultative problem-solving to identify the question behind the question and uncover unstated needs
Document conversations through established processes to strengthen member relationships
Follow FINRA or other required licensure rules, Nationwide policies, firm requirements, plan documents, and applicable state and local laws
Educate customers on tax implications, penalties and surrender charges, death benefit protection, lifetime income, and capital preservation/plan benefits
Analyze issues to drive first-time resolution, escalating to internal partners when necessary
Apply lean methodology in daily work through problem-solving meetings and team huddles
Participate in monthly 1:1 meetings with leadership to build a career path strategy and set goals and expectations for success
Perform other responsibilities as assigned

Requirements

FINRA Series 6 license required, or must be obtained within 120 days of hire
High school diploma or equivalent required
ChFC, CLU, or other industry designations desirable
FINRA Series 6 and/or 63 licenses preferred and may be required based on assigned product/line-of-business or distribution system
Associates must acquire required federal and/or state licenses/registrations within the timeframe designated by the business unit
If required licenses/registrations are not obtained within the designated timeframe, the associate will be ineligible to continue in the position
Credit check may be required if a license is required for this position
At least 1 year of experience in customer service or sales-related occupations
Knowledge of various insurance products and the sales process
Solid understanding of state and local laws related to legal implications of product features across states
Understand the consequences of not following FINRA rules and regulations
Excellent verbal and written communication skills
Proficiency with computers and common office software
Ability to understand general aspects of plan/contract and use technology to enhance customer conversations

Benefits

Medical/dental/vision
Life insurance
Short and long term disability coverage
Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year, pro-rated quarterly based on hire date
Nine paid holidays
8 hours of Lifetime paid time off
8 hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire

Location and Schedule

Columbus, OH (onsite)
Fully on-site role; a hybrid schedule requiring on-site presence at least two days per week begins after required licensing and certifications are obtained