Top 3 Associate financial planner (cfp ®) Jobs in Columbus

Associate Financial Advisor
Transcend Practice Management —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Opportunities for advancement
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
- $75,000 - $90,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
- Full-time
- Research
- Mid-level
- Office
- Paid parental leave
- Paid time off

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
Quick Apply

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
Quick Apply

Show more jobs in cities nearby

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Associate Financial Advisor

Transcend Practice Management
Columbus, OH

Quick Apply

Job Details

Full-time
$110,000 - $130,000 a year

Benefits

Opportunities for advancement

Qualifications

Financial planning software
Bachelor's degree
Relationship management
Productivity software
Series 65

Full Job Description

Position: Associate Financial Advisor

Location: Columbus, Ohio

Status: Full time, in office

Compensation: $110K-$130K (based on experience)

The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent financial planning firm with an in-house tax department, is an investment in your future that will reap rewards for years to come.

We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our firm is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us!

Are you looking for a new opportunity to advance and be part of a growing team with the infrastructure in place to allow you to deliver a holistic comprehensive planning process? Do you take the long view of opportunities and get excited by the process of achieving success for your clients?

If you are looking for an opportunity to join an established firm and partner with a successful leader, the opportunity to join us as an Associate Financial Advisor may be for you.

Our firm:

Works for some of the most amazing people in the country. Affluent individuals, families and privately owned businesses entrust us with their retirement and investment goals and dreams. Services offered include full comprehensive financial planning, investment management and implementation, retirement income planning, tax preparation, estate planning and protection planning strategies.
Wants our clients to succeed and we want our staff to succeed as well. We make sure to practice what we preach and help our team engage in their own success. We deliver training, mentoring, and numerous opportunities for personal and professional growth to all those who join the team.
Is a highly respected wealth management firm. We are very selective about the clients we bring on board and with whom we do business.

The Associate Financial Advisor opportunity offers strong long term growth potential, including opportunities for additional compensation and a potential future path toward becoming a Financial Advisor.

Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with the entire team, including the other advisors and the firm’s Founder.

The attributes that we look for in teammates include:

Energy and enthusiasm
High emotional intelligence: resiliency, emotional regulation, self-awareness, social awareness, communication skills, interpersonal skills, ability to manage conflict
Commitment to exceeding client expectations
An interest in growing and continuing education
Humility and compassion; patience and empathy
Meticulous listening skills
An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
Strong organizational skills
Desire to be a long-term contributing member of the team
Strong attention to detail
Positive attitude, team player
A long view of the opportunities presented by the firm, and the industry overall

Interested in more details? As an Associate Financial Advisor you can expect to:

Producing client deliverables in a timely, accurate, and informative manner
Conduct review meetings in conjunction with the firm’s advisors
Attend client meetings, take notes, create summary letters and file notes and perform necessary follow up
Monitor account alerts
Generate review meeting materials for client presentation including creating financial plans
Maintain relationships with clients, understanding their unique circumstances, connections, talents, interests, etc.
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner
Review clients’ goals and risk profile
Stay current on trends within the financial planning and investment arena
Demonstrate job stability and career progression

Qualifications for this role include:

Bachelor’s degree
CFP® certification or currently enrolled in CFP® certification coursework required
Series 65 required
6+ years of industry experience
A clean U-4
Excellent communication and relationship management skills
Heavy client facing experience
Strong computer skills and experience with Microsoft Office and some financial planning software
Demonstrated job stability and career progression

Get in touch today so that we can get to know you! As an Associate Financial Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

Quick Apply

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associate financial planner (cfp ®) jobs in columbus

Associate Financial Advisor

Associate Financial Advisor

Senior Wealth Planning Associate - Columbus, OH

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