Senior Financial Advisor

Meeder Investment Management Inc; Dublin (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication skills, and a commitment to providing exceptional client service. This role offers a dynamic work environment and the opportunity to grow within the firm.

Qualifications

• 5+ years of financial advisory experience required.
• Strong knowledge of financial planning concepts essential.
• FINRA General Securities Representative license (Series 7) needed.

Responsibilities

• Grow wealth management client business strategically.
• Deliver consistent messaging reflecting 45 years of service.
• Collaborate with marketing for client transition.

Skills

Financial advisory experience

Communication

Interpersonal skills

Attention to detail

Investment knowledge

Client relationship management

Education

Bachelor’s degree in finance

Economics degree

Job description

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm. Position: Senior Financial Advisor
The Meeder Wealth Management team operates in a fiduciary role by providing the highest level of transparency in creating comprehensive investment and financial solutions. The Meeder Wealth Management team consists of experienced, enthusiastic, knowledgeable professionals who have an uncompromising desire for excellence. Meeder’s core values are the base of everything we do and guide us in every interaction with our clients, as well as our internal team members. The Meeder Wealth Management team is seeking an established and experienced Senior Financial Advisor to assist our clients in managing their portfolios and investment strategies. The successful candidate meets with clients to determine their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy.

Primary Responsibilities:

• Grow our business strategically by cultivating of new wealth management client business.
• Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management’s history of serving clients over 45 years.
• Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
• Consistently and accurately manage information within the CRM software platform.
• Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
• Share expertise to effectively grow and enhance other team members business development capabilities.
• Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.

Critical Success Factors:

• Accuracy, attention to detail and the ability to explain complex information clearly and simply.
• Strong understanding and belief in all solutions available to clients.
• Strong knowledge of the investment business and strong understanding of financial planning concepts.
• Excellent communication (both written and verbal), interpersonal, and computer skills.
• Ability to connect with potential clients and build relationships on an individual basis.
• Excellent oral and written communication skills.
• Team player who works collaboratively with others.

Skills Required:

• 5+ years of financial advisory experience.
• Bachelor’s degree in finance, economics or a related field.
• FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
• CFP, CHFC designation preferred (completed or in progress).