Hybrid Financial Planner - Path to Financial Advisor

Right Choice Resources; Columbus (OH); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Right Choice Resources in Columbus, OH is seeking a Financial Planner to develop and review comprehensive financial plans for individuals and families. You will analyze retirement, investments, taxes, and estate planning needs, using planning software to evaluate scenarios and deliver recommendations.

The role emphasizes analytical work over data entry, with collaboration from experienced Advisors to present client strategies.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Economics, or related field.
• 2+ years in financial planning or wealth management.
• CFP certification or pursuing within 1 year.
• Strong analytical and detail-oriented capabilities with Excel skills.
• Ability to work independently and with advisors.

Responsibilities

• Develop, review, and update comprehensive financial plans.
• Analyze clients' financial situations and retirement strategies.
• Use planning software to evaluate strategies and scenarios.
• Collaborate with advisors to prepare reports for client meetings.
• Participate in client meetings and follow-up items.
• Maintain client information in CRM and planning software.
• Ensure plans are accurate and ready for presentation.

Skills

Financial analysis

Excel skills

Communication

Attention to detail

Independent work

Team collaboration

CFP certification in progress

Education

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

Tools

Financial planning software

CRM systems

Job description

Right Choice Resources in Columbus, OH is seeking a Financial Planner to develop and review comprehensive financial plans for individuals and families. You will analyze retirement, investments, taxes, and estate planning needs, using planning software to evaluate scenarios and deliver recommendations.

The role emphasizes analytical work over data entry, with collaboration from experienced Advisors to present client strategies.