Financial Advisor

Masis Professional Group; Columbus (OH); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) with employer match

100% employer-paid health, dental, vision, and life insurance

Paid time off and holiday pay

Health savings account (HSA)

Job summary

A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client services and managing client transactions. The firm offers a competitive salary, annual bonuses, and comprehensive health benefits.

Qualifications

• Series 65 license required.
• 1+ years of advising experience.
• Life and Health Insurance license strongly preferred.

Responsibilities

• Deliver personalized client experience through proactive communication.
• Support client reviews by preparing documentation and gathering key information.
• Manage client transactions while maintaining accuracy.

Skills

Organizational skills

Communication skills

Proactive client service

Job description

Overview

Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge…

We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is not an entry-level role — we are looking for someone with proven advisory and client service experience who thrives in a high-touch, relationship-driven environment.

Base pay range

$65,000.00/yr - $75,000.00/yr

This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Masis Professional Group

Responsibilities

• Deliver a personalized client experience through proactive communication, account updates, and financial guidance.
• Support client reviews by preparing documentation, gathering key information, and ensuring thorough, meaningful meetings.
• Address client inquiries and service requests with clarity, confidence, and professionalism.
• Manage client transactions, including RMDs, while maintaining accuracy and attention to detail.
• Collaborate with advisors and internal teams to ensure seamless client service.

Qualifications

• Series 65 license required
• 1+ years of advising experience
• Life and Health Insurance license strongly preferred
• Strong organizational and communication skills
• Experience handling confidential paperwork in a professional office setting

What We Offer

• Competitive salary + bonus
• 401(k) with employer match
• 100% employer-paid health, dental, vision, and life insurance premiums
• Paid time off and holiday pay
• Health savings account (HSA)
• Annual industry conference participation and monthly peer-to-peer training
• Supportive, collaborative culture with opportunities for personal and professional growth

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Industries

• Financial Services, Investment Advice, and Investment Management