Relationship Financial Advisor

Job Description

Job Description

Job Title: Relationship Financial Advisor

Company: Scott Financial Group (Home of Ohio Pension Advisors).

Location: Hybrid (Office/Remote), 3989 Broadway Grove City, Ohio 43123

Schedule: 4-Day Work Week (Flexible Days)

Compensation: $56,000 Base Compensation

About Scott Financial Group:

Scott Financial Group, established in 2011, is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. We believe in building long-term relationships and providing personalized financial guidance. SFG fosters a collaborative and supportive work environment. We are committed to employee growth and offer opportunities for advancement within the company.

Job Description:

As a Relationship Financial Advisor, you will play a crucial role in nurturing and expanding our client relationships. You will be the primary point of contact for an assigned portfolio of 50-100 households, providing exceptional service and identifying opportunities to enhance their financial well-being. This hybrid role offers a flexible 4-day work week, balancing office collaboration with remote work.

Responsibilities:

Client Relationship Management

• • Serve as the main point of contact for assigned clients, building strong, trusting relationships.
  • Conduct regular reviews to assess client financial situations, identify risks, and uncover opportunities.
  • Proactively communicate with clients regarding life changes, market updates, and financial planning recommendations.

Client Service

• • Provide exceptional, personalized service to address client inquiries and needs.
  • Onboard new clients, ensuring a smooth and positive experience.
  • Assist clients with account maintenance, paperwork, and other administrative tasks.

Financial Planning Support

• • Collaborate with a Certified Financial Planner on complex planning cases.
  • Gather and organize client financial data for analysis.
  • Present and explain financial recommendations to clients.

Business Development

• • Identify opportunities to expand client relationships and generate referrals.
  • Participate in networking events and client appreciation activities.
  • Sit in on new client onboarding meetings.

Compliance

• • Adhere to all regulatory requirements and company policies.
  • Maintain accurate and up-to-date client records.

Qualifications:

• Life and health insurance license.
• Series 65 license.
• Proven experience in client relationship management and financial services.
• General Understanding of financial planning principles and investment products.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in CRM software and financial planning tools.
• Ability to work independently and collaboratively in a hybrid environment.

Personality Traits:

• Empathetic and Personable: You genuinely care about clients' financial well-being and building a strong rapport.
• Relationship-Oriented: You excel at building and maintaining long-term relationships.
• Proactive and Organized: You anticipate client needs and manage multiple tasks efficiently.
• Detail-Oriented: You pay close attention to accuracy and completeness in financial data and documentation.
• Strong Communicator: You clearly and effectively convey complex financial information.
• Team Player: You collaborate effectively with colleagues and support the team's goals.
• Ethical and Trustworthy: You maintain the highest standards of integrity and confidentiality.
• Eager to Learn: You are committed to continuous professional development.
• Solution-Oriented: You focus on finding effective solutions to client challenges.

Benefits:

• Competitive base salary plus firm growth bonuses.
• Flexible 4-day work week.
• Hybrid work environment.
• Paid Vacation.
• Retirement Savings Contribution.
• Healthcare Supplementation.
• Opportunities for professional development and advancement.
• Fulfilling work that allows you to meet and help wonderful individuals.
• Collaborative and supportive team culture.

To Apply:

Please submit your resume and cover letter to View email address on ziprecruiter.com.

Scott Financial Group, established in 2011, is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. We believe in building long-term relationships and providing personalized financial guidance. SFG fosters a collaborative and supportive work environment. We are committed to employee growth and offer opportunities for advancement within the company.
Website: sfg-opa.com

Company Description

Scott Financial Group, established in 2011, is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. We believe in building long-term relationships and providing personalized financial guidance. SFG fosters a collaborative and supportive work environment. We are committed to employee growth and offer opportunities for advancement within the company. \r\nWebsite: sfg-opa.com