Financial Advisor

1 day left

Base Salary + Bonus up to $100,000+ annually with longer-term incentives
Apr 16, 2021
May 16, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Essential Duties and Responsibilities

  • Current Client Relationships
  • Address current client needs, proactively uncover ways to deliver greater value to clients and new ways to empower their confidence.
  • Be versed in developing financial plans and be comfortable leading financial planning and investment performance discussions with clients.
  • Possess the analytical capacity to determine and recommend solutions in advanced areas such as retirement planning, tax-efficient distribution planning and investment strategies, estate planning, insurance review and analysis etc.
  • Develop and maintain great relationships with our clients, making them raving fans.
  • New Client Development
  • Once you develop relationships into raving fans, you will be expected to ask for introductions and get referrals to grow the business.  
  • We expect you to be involved in the community, leverage networks of contacts, community partners and centers of influence as a source of leads.
  • Genuinely enjoy prospecting and have a demonstrated capacity of effectiveness in new business development.
  • Team Member and Partner
  • Work with other team members to evaluate/lead new firm-wide strategic initiatives.
  • Provide coaching, mentoring and development support to team members.
  • Actively participate in industry/community organizations.
  • Promote our culture of optimism and happiness for both employees and clients.

Education, Experience and Technical Qualifications

  • Bachelor’s degree minimum
  • CFP(R) certification required (or completed within 2 years of hire)
  • Five years sales or relationship management experience
  • Financial planning or investment advisor experience preferred
  • Knowledge and experience with financial planning software and systems is desired (eMoney preferred)
  • Highly analytical and proficient in Microsoft Excel, Word and Outlook
  • Track record of establishing and maintaining successful interpersonal relationships.
  • Strong leadership, mentoring and management accomplishments.

Application Process

  • If interested, please email a resume and cover letter to and use “Financial Advisor” in the subject line. 
  • We are looking for a financial professional with a go-getter attitude, that is results-driven who wants an opportunity to grow a business in southeast Ohio, that is backed by the horsepower of a larger organization in Columbus, OH. If you feel confident you would make a great partner, we look forward to hearing from you.  

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