Wealth Advisor (CFP®) – Financial Planning & Wealth Management
Location: Dublin, OH - onsite
Our client, a growing wealth management and financial planning firm, is hiring an experienced Wealth Advisor / Financial Advisor to join their advisory team in a full-time capacity. Are you a CFP® professional who enjoys building long-term client relationships? Do you thrive on delivering comprehensive financial planning solutions across investment management, tax planning, insurance, and retirement income strategies? Are you motivated by both client success and business development? If yes, this Wealth Advisor opportunity could be the perfect next step in your wealth management career. Keep scrolling to see what this company has to offer.
The Perks!
- Compensation: $90,000 - $120,000, based on experience
- Benefits: 401k in progress, newly implemented health, life, and dental insurance, paid time off
- Special perks: no time clock culture, seasonal early office closure on Fridays, profit sharing across company, flexible schedule for client meetings
A Day in the Life of the Wealth Advisor:
As a Wealth Advisor, you'll serve as the primary point of contact for clients, guiding them through holistic financial planning strategies while helping them achieve their long-term financial goals. You'll balance relationship management, comprehensive financial plan development, and business growth initiatives, contributing directly to the firm's success as a trusted financial planner and wealth management professional. This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.
Responsibilities include:
- Serve as the primary advisor and relationship manager for clients
- Conduct client meetings, reviews, and present financial planning and investment recommendations
- Develop and implement comprehensive financial plans aligned with client goals
- Analyze investments, insurance coverage, retirement plans, and tax strategies
- Collaborate with clients' external advisors to deliver holistic financial guidance
- Drive new business development through prospect meetings and follow-ups
- Maintain and grow existing client relationships while meeting annual growth goals
- Support and participate in client events and firm marketing initiatives
- Utilize CRM tools (e.g., Redtail) to manage client service requests and workflows
- Partner with leadership on firm strategy, operations, and financial goals
- Ensure compliance with firm policies, procedures, and industry regulations
- Mentor and support team members in financial planning and business development
- Contribute to process improvements and operational efficiency initiatives
Requirements and Qualifications:
- CFP® certification required
- 5+ years of experience in a financial advisor or wealth management role
- Proven ability to develop and manage client relationships/strong book of business
- Series 65 license required
- Prior Holistic financial planning experience
- Strong business development/prospecting experience
- Excellent written and verbal communication skills
- Proficiency in planning software + independent client management + in-office requirement
- Ability to prioritize tasks and manage time effectively
- Willingness to travel up to 25%
About the Hiring Company:
Our client is a comprehensive financial planning and wealth management firm dedicated to helping clients achieve long-term financial success through personalized investment, retirement, tax, and insurance strategies. Their team of financial advisors and CFP® professionals focuses on delivering a high-touch client experience backed by deep technical expertise across all areas of wealth management. They foster a collaborative, growth-oriented environment where advisors play a key role in shaping both client outcomes and the firm's future.
Come Join Our Wealth Management Advisory Team!
Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!
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Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
Application Question(s):
- On a scale from 1-10, how confident are you in the quality of your work?
Experience:
- financial advisor or wealth management role: 5 years (Required)
- Holistic financial planning: 1 year (Required)
License/Certification:
- CFP certification (Required)
- Series 65 license (Required)
Work Location: In person
