Financial Advisor

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

Benefits offered by this job

Competitive base salary

Performance-based bonus

Health, dental, and vision benefits

Retirement plan with company match

Paid time off

Professional development

Licensing support

Career advancement opportunities

Collaborative culture

Job summary

Jobot is seeking a motivated Financial Advisor to join its Wealth Management team. You will work with individuals, families, and business owners to understand their goals and craft personalized wealth strategies.

The role emphasizes relationship-building, ongoing guidance, and delivering high-touch service. A strong foundation in investments, retirement, estate planning, and tax-efficient strategies is essential for success.

Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting or related field preferred.
• 3+ years of financial advising, wealth management, investment management or related field preferred.
• Series 7 and Series 66/65 licenses preferred or ability to obtain them.

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 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.

Skills

Client relationships

Financial guidance

Communication skills

Prospecting & business development

Interpersonal skills

Education

Bachelor's degree in Finance/Economics/Business/Accounting

Job description

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

Financial Advisor – Wealth Management

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

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.