Financial Advisor: Immediate Client Work, No Sales

The Strategic Implementer; Findlay (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching contributions

Mentorship and learning opportunities

Great working environment for professional growth

Job summary

A growing registered investment advisor is seeking a Financial Advisor in Findlay, OH, to work with an existing client base from day one. This role emphasizes high-quality advice and relationship management without sales pressure. Salary ranges from $100K-$150K, with benefits like health insurance and 401(k). Suitable for someone experienced in financial services with strong analytical and communication skills. Join a firm committed to professional growth and client satisfaction.

Qualifications

• Experience in financial services, including planning, banking, investments, or insurance.
• Strong client relationship and communication skills are essential.
• Analytical mindset with great attention to detail.
• Ability to work collaboratively in a team environment.

Responsibilities

• Develop comprehensive financial plans including cash flow and investment strategies.
• Conduct client discovery meetings to understand their goals.
• Guide clients through implementation with support from internal teams.
• Monitor client portfolios to ensure alignment with strategies.
• Participate in firm initiatives and recommend improvements.

Skills

Experience in financial services

Strong client relationship skills

Communication skills

Analytical skills

Detail-oriented

Team-oriented

Professionalism

Job description

A growing registered investment advisor is seeking a Financial Advisor in Findlay, OH, to work with an existing client base from day one. This role emphasizes high-quality advice and relationship management without sales pressure. Salary ranges from $100K-$150K, with benefits like health insurance and 401(k). Suitable for someone experienced in financial services with strong analytical and communication skills. Join a firm committed to professional growth and client satisfaction.