Senior Financial Advisor — Growth Leader with Equity Path

rebel Financial; Groveport (OH); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Student loan repayment matching

Professional development reimbursement

Complimentary financial planning services

Profit sharing and equity potential

Job summary

A financial advisory firm in Groveport, Ohio is seeking a seasoned Lead Financial Advisor. This key role requires over 10 years of experience in financial planning and managing client relationships. The ideal candidate will lead advisory strategies, mentor junior staff, and partner with investment teams, ensuring high-quality service. Competitive compensation includes a salary range of $85,000 to $150,000 plus performance-based bonuses and comprehensive benefits. A unique opportunity to contribute to a purpose-driven firm with innovative practices.

Qualifications

• 10+ years of experience in financial planning and client relationship management.
• Proven success in a sales, networking, and business development role.
• Strong analytical and problem-solving abilities.

Responsibilities

• Manage high-net-worth and mass-affluent client relationships, delivering fiduciary financial advice.
• Mentor junior advisors and financial coaches.
• Collaborate with the investment management team on asset allocation.

Skills

Sales success

Networking

Excellent communication

Analytical skills

Collaborative leadership

Education

Bachelor's degree in Finance or Business

CFP designation

Tools

Advyzon

eMoney

HubSpot

Job description

A financial advisory firm in Groveport, Ohio is seeking a seasoned Lead Financial Advisor. This key role requires over 10 years of experience in financial planning and managing client relationships. The ideal candidate will lead advisory strategies, mentor junior staff, and partner with investment teams, ensuring high-quality service. Competitive compensation includes a salary range of $85,000 to $150,000 plus performance-based bonuses and comprehensive benefits. A unique opportunity to contribute to a purpose-driven firm with innovative practices.