Financial Advisor

Jobot; Anderson (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonus

Health, dental, vision

Retirement plan with company match

Paid time off

Professional development

Licensing support

Career advancement

Collaborative environment

Job summary

Jobot is seeking a motivated Financial Advisor to join our Wealth Management team. You will develop personalized strategies for individuals, families, and business owners to build, manage, and preserve wealth.

The role emphasizes client relationships, comprehensive financial planning, and a high-touch advisory approach. The ideal candidate has 3+ years in financial advising and may hold Series 7/66/65 licenses or be able to obtain them.

Qualifications

• Bachelor's degree preferred in Finance, Economics, Business, Accounting, or related field.
• 3+ years of experience in financial advising, wealth management, investment management, financial planning, or related field.
• Series 7 and Series 66/65 licenses preferred or ability to obtain them.
• Strong understanding of investment products, financial planning concepts, retirement strategies, and wealth management.
• Proven ability to develop and maintain client relationships.

Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
• Conduct comprehensive financial discovery meetings to understand clients' goals, needs, risk tolerance, and financial circumstances.
• Develop customized wealth management and financial planning strategies.
• Provide guidance related to investments, retirement planning, estate planning, tax-efficient strategies, insurance, and overall financial planning.
• Monitor client portfolios and financial plans and make recommendations as market conditions and client circumstances change.
• Conduct regular client reviews and proactively identify opportunities to improve clients' financial outcomes.
• Build and manage a pipeline of prospective clients through referrals, networking, community involvement, centers of influence, and other business-development activities.
• Identify opportunities to expand existing client relationships through additional financial products and services.
• Collaborate with investment, tax, estate planning, insurance, and other internal specialists when appropriate.
• Maintain accurate client records and ensure all activities comply with applicable regulatory and firm requirements.
• Stay current on financial markets, investment products, tax considerations, regulations, and industry trends.
• Deliver a high-touch, consultative client experience built around trust, transparency, and long‑term relationships.

Skills

Client relationships

Financial planning

Communication

Interpersonal skills

Time management

Business development

Education

Bachelor's degree in Finance, Economics, Business, Accounting, or related field

Series 7 and Series 66/65 licenses preferred

Job description

Financial Advisor – Wealth Management

This Jobot Job is hosted by: Scott Dennis

Salary: $85,000 - $120,000 per year

A bit about us:

We are seeking a motivated and client-focused Financial Advisor to join our Wealth Management team. This individual will work closely with individuals, families, and business owners to understand their financial goals and develop personalized strategies designed to help clients build, manage, and preserve wealth.

The ideal candidate combines strong financial knowledge with exceptional relationship-building skills. You will be responsible for developing new client relationships, managing an existing book of business, providing ongoing financial guidance, and delivering a high level of personalized service.

Why join us?

• Competitive base salary and/or advisor compensation structure
• Performance-based bonus and incentive opportunities
• Comprehensive health, dental, and vision benefits
• Retirement plan with company contribution
• Paid time off and holidays
• Professional development and continuing education
• Licensing and certification support
• Opportunities for career advancement
• Collaborative and client-focused work environment

Job Details

Key Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners.
• Conduct comprehensive financial discovery meetings to understand clients' goals, needs, risk tolerance, and financial circumstances.
• Develop customized wealth management and financial planning strategies.
• Provide guidance related to investments, retirement planning, estate planning, tax‑efficient strategies, insurance, and overall financial planning.
• Monitor client portfolios and financial plans and make recommendations as market conditions and client circumstances change.
• Conduct regular client reviews and proactively identify opportunities to improve clients' financial outcomes.
• Build and manage a pipeline of prospective clients through referrals, networking, community involvement, centers of influence, and other business‑development activities.
• Identify opportunities to expand existing client relationships through additional financial products and services.
• Collaborate with investment, tax, estate planning, insurance, and other internal specialists when appropriate.
• Maintain accurate client records and ensure all activities comply with applicable regulatory and firm requirements.
• Stay current on financial markets, investment products, tax considerations, regulations, and industry trends.
• Deliver a high-touch, consultative client experience built around trust, transparency, and long‑term relationships.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field preferred.
• 3+ years of experience in financial advising, wealth management, investment management, financial planning, or a related field preferred.
• Series 7 and Series 66/65 licenses preferred or the ability to obtain them.
• Strong understanding of investment products, financial planning concepts, retirement strategies, and wealth management.
• Proven ability to develop and maintain client relationships.
• Demonstrated business‑development and prospecting skills.
• Excellent communication, presentation, and interpersonal skills.
• Strong analytical and problem‑solving abilities.
• Ability to explain complex financial concepts in a clear and approachable manner.
• High level of integrity, professionalism, discretion, and attention to detail.
• Strong organizational and time‑management skills.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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