Associate Financial Advisor

Forgent; Columbus (OH); Hybrid; USD 75,000 - 90,000; Full time

Benefits offered by this job

401(k) with match

HRA

Education/ licensing reimbursement

Job summary

Forgent, an established independent RIA in Columbus, OH, seeks a planning-focused advisor to join a depth-over-volume practice. You will evolve from planning support to owning client relationships, working closely with the founder on growth and succession.

The role emphasizes tax-forward planning, a sustainable pace, and the chance to build enduring client partnerships within a hybrid schedule.

Qualifications

• Experience in financial planning or wealth management.
• Tax-forward mindset.
• CFP certification or active progress toward it is a strong plus.
• Comfort in a two-person practice with the founder and long-term client relationships.

Responsibilities

• Provide planning support and develop client relationships for a focused client base.
• Partner with the founder to grow the practice toward a clear succession path.
• Maintain a high standard of client communication and timely responses.

Skills

Financial planning

Wealth management

Job description

$75,000–$90,000 base + 401(k) with match + HRA + education and licensing reimbursement

Columbus, OH · Hybrid (2–3 days in office) · Full-time

You must have: Financial planning or wealth management experience · Tax-forward mindset

An established independent RIA — fee-only, tax-forward, XYPN-affiliated, in business since 1989 — is hiring its key second professional. The firm manages $110M for roughly 50 client households. That number is intentional: this is a depth-over-volume practice where relationships are measured in decades and planning is done right. The founder is building toward a clear succession horizon and this role grows with the firm — from planning support to your own client relationships over time.

Why this role is remarkable

• A direct path from associate to lead advisor — real mentorship from a founder actively managing growth and succession, not a lateral move that goes nowhere.
• Depth over volume — 50 households, relationships measured in decades, work that actually matters to the people you're doing it for.
• A sustainable pace with real flexibility — no surge weeks, no 60-hour sprints, and a culture where schedule flexibility has always been part of the deal.

What we're looking for

• Existing experience in financial planning or wealth management — this is not a ground-up training seat. The founder will teach you how this firm runs; he can't teach the fundamentals from scratch.
• A tax-forward mindset — the firm prepares taxes in-house and lives inside Holistiplan. If you don't genuinely enjoy tax planning, this practice isn't the right fit.
• Someone who closes the loop without being chased — this is a two-person practice and the founder needs a partner, not a report.
• A 24-hour client communication standard you hold yourself to without being reminded.
• CFP or active progress toward it is a strong plus. No day-one licensing requirement.

This is the right seat for a planning-focused advisor who wants to do excellent work for a focused client base and build toward something real.