Columbus Associate Financial Advisor: Growth & Impact

Transcend Practice Management; Columbus (OH); On-site; USD 110,000 - 130,000; Full time

Job summary

Transcend Practice Management is seeking an Associate Financial Advisor in Columbus, Ohio. As part of a dedicated team, you will collaborate on comprehensive financial planning and provide high-quality service to affluent clients.

The ideal candidate will possess a Bachelor’s degree, CFP certification (or coursework), and Series 65, along with excellent communication and client management skills. Join us for strong long-term career growth opportunities and a supportive work environment.

Qualifications

• 6+ years of industry experience required.
• Heavy client facing experience is a must.
• Demonstrated job stability and career progression preferred.

Responsibilities

• Produce client deliverables in a timely manner.
• Conduct review meetings with clients.
• Maintain relationships with clients and address concerns.

Skills

Communication skills

Client relationship management

Attention to detail

Organizational skills

Emotional intelligence

Team collaboration

Education

Bachelor’s degree

CFP certification or coursework

Series 65

Tools

Microsoft Office

Financial planning software

Job description

Transcend Practice Management is seeking an Associate Financial Advisor in Columbus, Ohio. As part of a dedicated team, you will collaborate on comprehensive financial planning and provide high-quality service to affluent clients.

The ideal candidate will possess a Bachelor’s degree, CFP certification (or coursework), and Series 65, along with excellent communication and client management skills. Join us for strong long-term career growth opportunities and a supportive work environment.