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Financial Advisor
Financial Advisor job! Our Client provides holistic financial planning designed for individuals who want to plan for a secure retirement or who are in retirement. Our Client creates customized financial plans covering investments, tax strategies, estate planning, and insurance needs. They believe in building lasting relationships, empowering clients through education, and providing clarity and confidence in their financial lives. They take a needs-based approach to help create strategies and solutions to better help their clients meet their investment objectives and retirement goals.
Our Client is an established firm that has been in business for 40+ years. You will join a team of 6 professionals. Their culture is collaborative, value-driven, and committed to delivering an exceptional client experience.
Ideal opportunity for an individual looking to grow their career with a growing company. The Financial Advisor job's salary is $100k to $125k DOE with significant commission potential. This Financial Advisor job requires working at the Columbus, OH metro-area office. Apply now for this excellent Financial Advisor job by following the instructions at the end of this Job description!
Job Summary
Our Client is seeking a highly motivated and experienced Financial Advisor to join their growing team. In this role, you will provide comprehensive financial planning, deliver exceptional client service, and help strengthen long-term client relationships. Additionally, you will support clients through key financial decisions and contribute to a positive, collaborative environment that fuels the firm's growth.
Key Responsibilities
- Provide holistic financial planning, including retirement, investment, insurance, risk management, and estate considerations.
- Build and maintain long-term client relationships while helping expand the firm's assets under management (AUM)
- Communicate proactively with clients and guide them through life events and financial decisions as they arise.
- Collaborate closely with internal team members to ensure seamless, high-quality client service.
- Prepare and review financial plans, investment strategies, and client reports, ensuring clarity and accuracy.
Qualifications
- Bring 5+ years of experience meeting directly with clients and delivering holistic financial planning and wealth management services.
- Demonstrate strong interpersonal and communication skills to build trust and rapport.
- Exhibit an ethical, trustworthy, coachable, and client-focused approach in all interactions.
- Clearly explain complex financial concepts in a simple, relatable manner.
- Learn and confidently apply the Company's established investment strategies and processes to help scale the business.
- Hold a CFP or AIF designation (preferred, but not required).
- Show deep knowledge of financial planning concepts, including investments, annuities, retirement, estate planning, life insurance, and tax considerations.
- Maintain a high level of professionalism, integrity, and confidentiality.
- Hold a Bachelor's degree in Finance, Accounting, Business, or equivalent related experience.
- Possess required Series 6 or 7 and Series 65 or 66 licenses, as well as the State of Ohio Life & Health License.
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