Top 1270 Financial representative Jobs in Dublin, Oh

Financial Advisor
BizOps Collective —New Albany, OH
- $100,000 - $400,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
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Inside Sales Representative - B2B
The Kingswood Company —Columbus, OH
- $70,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Paid holidays
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Outside Sales Representative ($2k - $5k/Week) - Appointments Provided
Feazel Roofing —Columbus, OH
- $100,000 - $250,000 a year
- Full-time
- Mid-level
- Driver's License
- Reliable transportation
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7d
Entry Level Sales Representative ($2,500 - $5,000 per sale)
Feazel Roofing,LLC —Columbus, OH
- $100,000 - $250,000 a year
- Full-time
- Hybrid work
- No experience needed
- Driver's License
- Communication skills
- 401(k)
- Opportunities for advancement
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Field Sales Representative - Columbus, OH Market
Confidential —Columbus, OH
- Full-time
- Construction site
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Inside Sales Representative
Improveit Home Remodeling —Grove City, OH
- $22 - $30 an hour
- Weekends as needed
- Computer literacy
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
4d
Experienced Window & Door Sales Representative
Stellar Pro Inc. —Columbus, OH
- $125,000 - $200,000 a year
- Part-time
- Mid-level
- Residential
- Driver's License
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5d
National Sales Representative
Tattletale Portable Alarm —Westerville, OH
- From $50,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Paid training
- Health insurance
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9d
In-Home Bathroom & Flooring Sales Representative Premier Home Pros
Premier Home Pros —Columbus, OH
- $150,000 - $300,000 a year
- Full-time
- Mid-level
- Residential
- Driver's License
- Opportunities for advancement
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6d
Sales and Merchandising Representative
High Point Sales and Marketing LLC —Columbus, OH
- $21 an hour
- Full-time
- Background check
- Spanish
- Merchandising
- Paid training
- Health insurance
Quick Apply
Consumable Sales & Business Development Representative (1099) Ohio
Promoitalia, LLC —Ohio
- Full-time
- Remote
- Mid-level
- 3 years
- Travel
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4d
Residential Sales Representative
Prim Painting —Columbus, OH
- $80,000 - $150,000 a year
- Full-time
- Mid-level
- Residential
- Driver's License
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12d
Licensed Insurance Sales Representative
Modern Legacy Group —Columbus, OH
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Under 1 year
- Opportunities for advancement
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12d
Financial Representative
Modern Woodmen Fraternal Financial —Columbus, OH
- $55,494 - $180,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Route Service Representative (4-Day Workweek)
Cintas —Gahanna, OH
- From $24.50 an hour
- Full-time
- Inventory control
- Military
- High school diploma or GED
- Profit sharing
- AD&D insurance
3d
Robotic Operations Support Specialist, weekend shift
Path Robotics —Columbus, OH
- $60,000 - $72,000 a year
- Full-time
- Spanish
- Customer service
- Bachelor of Science
- Health savings account
- Health insurance
Quick Apply
Associate Financial Advisor
TPM Placement —Columbus, OH
- $110,000 - $130,000 a year
- Full-time
- 6 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Roofing Sales Representative
Vault Roofing —Columbus, OH
- $125,000 - $250,000 a year
- Residential
- Driver's License
- Driving
- Health insurance
- Dental insurance
Quick Apply
Building Automation Service Sales Representative
Kodiak Labor Solutions —Columbus, OH
- $80,000 - $90,000 a year
- Full-time
- Mid-level
- Business development
- In-person
- Health insurance
- Dental insurance
Quick Apply
In-Home Sales Representative
Great Day Improvements: A Family of Brands —Columbus, OH
- $80,000 - $150,000 a year
- Full-time
- Public speaking
- Driver's License
- Reliable transportation
- Paid training
- AD&D insurance
2d

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Financial Advisor

BizOps Collective
New Albany, OH

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Job Details

Full-time
$100,000 - $400,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Financial planning
Estate planning needs analysis
Client relationship management
CFP
Financial client presentations
Series 66
Tax planning management
Series 7
Bachelor's degree
FINRA License
Series 65
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

BizOps Collective provides tailored consulting services to organizations that enhance the way they operate and strengthen their internal foundations. As a trusted business partner and advisor, we work closely with industry leadership teams to bridge gaps within the business and create alignment across people, processes, systems, and spaces.

BizOps Collective has an exciting opportunity for a dynamic, relationship-driven Financial Advisor to join a growing holistic financial services firm in New Albany, OH committed to delivering comprehensive wealth management solutions and an exceptional client experience.

Position Summary

Working in partnership with the President, the Financial Advisor will serve as a key client-facing member of the firm responsible for servicing, retaining, and expanding relationships with both new and existing clients. Through a collaborative advisory model, this individual will lead discovery meetings, ongoing client reviews, financial planning discussions, educational workshops, and strategic planning conversations while helping clients navigate life's financial decisions with confidence.

The Financial Advisor will develop and present personalized financial strategies utilizing eMoney financial planning software to illustrate retirement projections, planning updates, and tax-aware planning scenarios, including Roth conversion strategies and other tax mitigation opportunities. This individual will proactively identify opportunities to strengthen client relationships through comprehensive planning discussions surrounding retirement income, investment management, insurance and risk management, long-term care, outside retirement assets, maturing CDs, tax-efficient planning strategies, estate planning coordination, and other evolving client needs.

By combining exceptional relationship management with advanced financial planning expertise, the Financial Advisor will play a critical role in supporting client retention, growing assets under management, and contributing to the firm's continued growth.

Overview of Responsibilities

Client Relationship Management

Partner with the President to service, retain, and expand the firm's existing client relationships while cultivating new client opportunities through a collaborative advisory model.
Lead discovery meetings, annual reviews, strategy sessions, and ongoing planning meetings with prospective and existing clients.
Build trusted relationships by delivering proactive, high-touch service and ongoing financial guidance based on changing life events, market conditions, and evolving financial priorities.
Serve as a primary point of contact for client questions, planning discussions, and financial recommendations.

Financial Planning & Advisory

Develop, update, and present comprehensive financial plans using eMoney, including retirement projections, cash flow analysis, tax-aware planning scenarios, and Roth conversion strategies.
Conduct portfolio and financial plan reviews to identify opportunities related to retirement planning, investment management, insurance and risk management, long-term care planning, outside retirement assets, bank-held assets, maturing CDs, tax mitigation strategies, estate planning coordination, and other client financial needs.
Educate clients on planning recommendations in a clear, confident, and consultative manner that supports informed decision-making.
Collaborate with the President on complex planning strategies, investment recommendations, and advanced client cases as needed.

Business Development & Growth

Identify opportunities to increase assets under management by uncovering outside assets, repositioning existing investments, and expanding relationships through holistic planning conversations.
Conduct educational seminars, webinars, retirement planning workshops, and client appreciation events to strengthen client engagement, generate referrals, and support business development initiatives.
Represent the firm professionally within the community through networking, educational events, and strategic partnership opportunities.
Stay current on market conditions, regulatory changes, investment products, retirement planning strategies, and industry best practices to continuously enhance client recommendations and advisory expertise.

Service Administration

Partner with the client service team to coordinate account openings, transfers, rollovers, beneficiary updates, custodial paperwork, and service requests.
Proactively troubleshoot paperwork issues, missing documentation, and processing delays while coordinating with custodians and internal team members.
Maintain accurate, audit-ready client records, meeting notes, disclosures, planning updates, and follow-up activities within the CRM and financial planning systems.
Monitor client opportunities, action items, and revenue-generating activities in accordance with firm processes and compliance expectations.

Qualifications

Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
8–10+ years of experience serving as a Financial Advisor within a holistic wealth management, independent advisory, or financial planning firm.
Active Ohio Life & Health Insurance License and FINRA Series 6 or 7, along with Series 65 or 66 licensing (required).
CFP®, AIF®, or other advanced financial planning designation is highly preferred.
Comprehensive knowledge of annuity products, retirement income planning, and holistic financial planning strategies, including retirement planning, investment management, long-term care planning, retirement account rollovers, bank-held asset consolidation, maturing CDs, Roth conversion strategies, tax-efficient distribution planning, tax mitigation strategies, estate planning coordination, and other complex client planning needs.
Demonstrated proficiency using Microsoft Office Suite, DocuSign, Redtail CRM, and eMoney financial planning software.
Working knowledge of additional industry platforms, including CRM systems, financial planning software, portfolio management software, and custodial technology (e.g., Salesforce, Wealthbox, MoneyGuide, Tamarac, Orion, etc.) is preferred.
Strong analytical and strategic thinking skills with the ability to evaluate financial data, assess risk, interpret market trends, and translate complex financial concepts into clear, actionable client recommendations.
Highly adaptable with a growth mindset and commitment to continuous learning while embracing proven processes and strategies that support long-term growth and scalability.
Exceptional communication, presentation, and relationship-building skills with the ability to establish trust, foster long-term client relationships, and deliver an outstanding client experience.
Confident and engaging presenter with the ability to lead educational workshops, retirement seminars, webinars, and client presentations for both individual clients and larger audiences.
Demonstrates the highest level of professionalism, integrity, confidentiality, and ethical judgment while consistently earning the confidence of clients and colleagues.
Business-minded and results-oriented with a proactive approach to identifying opportunities, anticipating client needs, and delivering meaningful outcomes.
Exceptional organizational and time management skills with the ability to effectively manage multiple client relationships, prioritize competing responsibilities, and meet critical deadlines.
Ability to work outside standard business hours as needed to support educational workshops, client appreciation events, networking opportunities, and industry-related conferences.

By Joining the Firm, You'll Benefit From:

A competitive compensation structure and comprehensive benefits package.
An established, multigenerational client base supported by a robust referral network and high-performing marketing campaigns.
The opportunity to partner directly with the President to help shape the next phase of growth for a well-established boutique wealth management practice.
A collaborative, relationship-driven culture focused on delivering exceptional client experiences and achieving shared success.

Pay: $100,000.00 - $400,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial representative jobs in dublin, oh

Financial Advisor

Inside Sales Representative - B2B

Outside Sales Representative ($2k - $5k/Week) - Appointments Provided

Entry Level Sales Representative ($2,500 - $5,000 per sale)

Field Sales Representative - Columbus, OH Market

Inside Sales Representative

Experienced Window & Door Sales Representative

National Sales Representative

In-Home Bathroom & Flooring Sales Representative Premier Home Pros

Sales and Merchandising Representative

Consumable Sales & Business Development Representative (1099) Ohio

Residential Sales Representative

Licensed Insurance Sales Representative

Financial Representative

Route Service Representative (4-Day Workweek)

Robotic Operations Support Specialist, weekend shift

Associate Financial Advisor

Roofing Sales Representative

Building Automation Service Sales Representative

In-Home Sales Representative

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