Immediate-Impact Financial Advisor (On-site)

Leading Financial Advisory Firm; 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 growth

No business development requirement

Job summary

Resolute Wealth Advisor in Findlay, OH is seeking a Financial Advisor to work with an established client base on-site. You will focus on delivering comprehensive financial plans and exceptional client service from day one.

Responsibilities include discovering client goals, implementing plans with internal teams, and maintaining portfolios aligned to client objectives. Growth opportunities are available with mentorship and an environment supportive of professional development.

Qualifications

• Experience in financial services (planning, banking, investments, insurance, etc.)
• Strong client relationships and communication skills
• Analytical and detail-oriented

Responsibilities

• Develop and deliver financial plans (cash flow, taxation, investments, retirement, estate planning, risk management)
• Conduct client discovery meetings to understand goals and priorities
• Guide clients through implementation with internal support teams
• Meet regularly with clients to review and refine plans
• Monitor portfolios to align with client strategies
• Collaborate with internal specialists to deliver well-rounded advice
• Maintain accurate client records in CRM
• Contribute to exceptional client experiences and firm initiatives

Skills

Client relationships

Communication skills

Analytical and detail-oriented

Team-oriented

Financial services experience

Job description

Resolute Wealth Advisor in Findlay, OH is seeking a Financial Advisor to work with an established client base on-site. You will focus on delivering comprehensive financial plans and exceptional client service from day one.

Responsibilities include discovering client goals, implementing plans with internal teams, and maintaining portfolios aligned to client objectives. Growth opportunities are available with mentorship and an environment supportive of professional development.