Associate Financial Advisor

Muriel Consulting; Columbus (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401k with employer match

Health, vision and life insurance

Job summary

Muriel Consulting is seeking a client-focused financial professional to manage an existing book of clients and deepen relationships through regular review meetings. You will build comprehensive financial plans, prepare materials, and guide clients through retirement benefits and investment discussions.

With 2+ years in wealth management, you will communicate clearly, present confidently, and collaborate to reach firm goals.

Qualifications

• Active Series 65 or willingness to obtain.
• Bachelor's degree required.
• CFP designation or willingness to pursue.
• 2+ years of experience in wealth management, financial advising or planning.
• Strong communication skills, attention to detail and comfortable in client presentations, review meetings and investment discussions.
• Strong computer skills, comfortable with technology and open to learning new tools.

Responsibilities

• Manage and deepen relationships within an existing book, including running client review meetings.
• Take the lead on firm acquired, new client relationships as they move through the client onboarding process.
• Build financial plans, prepare meeting materials and ensure smooth follow-up.
• Respond to client questions and requests in a friendly, timely and professional manner.
• Assist business owners and their employees understand their retirement benefits.
• Support implementation of Business Transition & Exit Planning System tools.
• Participate in client appreciation events throughout the year.
• Work with team to achieve firm's goals.

Skills

Series 65

Communication skills

Attention to detail

Client presentations

Tech savvy

Education

Bachelor's degree

CFP designation or willingness

Job description

The ideal candidate will look to make a meaningful difference in people’s lives through client service and financial planning. A small established multiple award-winning, fiduciary financial planning and investment management firm serves a fast-growing client base with a high-touch, relationship-first approach built around trust, education and genuine care. The firm culture is built on collaboration, mentorship and continuous learning. If you are ready to serve existing clients, with no pressure to prospect, this is an opportunity to build a meaningful career in a supportive environment with a path toward growth.

Responsibilities

• Manage and deepen relationships within an existing book, including running client review meetings.
• Take the lead on firm acquired, new client relationships as they move through the client onboarding process.
• Build financial plans, prepare meeting materials and ensure smooth follow-up.
• Respond to client questions and requests in a friendly, timely and professional manner.
• Assist business owners and their employees understand their retirement benefits.
• Support implementation of Business Transition & Exit Planning System tools.
• Participate in client appreciation events throughout the year.
• Work with team to achieve firm's goals.

Requirements

• Active Series 65 or willing to obtain
• Bachelor's degree required
• CFP designation or willingness to pursue
• 2+ years of experience in wealth management, financial advising or planning
• Strong communication skills, attention to detail and comfortable in client presentations, review meetings and investment discussions.
• Strong computer skills, comfortable with technology and open to learning new tools.

Benefits & Compensation

• 401k with employer match
• Benefits package to include health, vision and life insurance