Financial Advisor

The Well Recruiting Solutions; Dublin (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Paid time off

401k

Job summary

A growing wealth management firm is looking for a Financial Advisor in Dublin, OH. The ideal candidate should have over 5 years of experience and relevant licenses. Responsibilities include developing client relationships and advising on investment and estate planning. This full-time role offers benefits like PTO and a 401k.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Manager.
• Fully licensed with Series 65 or Series 7/66 + Life & Health Insurance.
• High energy and a growth-oriented mindset.

Responsibilities

• Develop meaningful relationships with clients and their families.
• Create advising strategies for various financial planning areas.
• Make an immediate impact in a collaborative office.

Skills

Client relationship management

Investment planning

Estate planning

Risk management

Tax planning

Growth-oriented mindset

Job description

Overview

We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Dublin, OH.

Responsibilities

• Develop meaningful and lasting relationships with clients and their families.
• Develop advising strategies for clients in investment planning, estate planning, risk management, tax planning, education planning, philanthropic planning, cash management, and other areas to help them reach financial and legacy planning objectives.
• Join a small, collaborative office where you’ll make an immediate impact.
• Leverage warm leads provided by the marketing engine (TV, radio, seminars, social).

Qualifications

• Confident closer with 5+ years of experience as a Financial Advisor, Wealth Manager, or similar role.
• Fully licensed (Series 65 or Series 7/66 + Life & Health Insurance).
• High energy, growth-oriented mindset.

Benefits

Benefits offered include PTO & 401k.

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Investment Management and Financial Services

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