Financial Advisor

The Well Recruiting Solutions

Overview We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Dublin, OH . Responsibilities Develop meaningful and lasting relationships with clients and their families. Develop advising strategies for clients in investment planning, estate planning, risk management, tax planning, education planning, philanthropic planning, cash management, and other areas to help them reach financial and legacy planning objectives. Join a small, collaborative office where you’ll make an immediate impact. Leverage warm leads provided by the marketing engine (TV, radio, seminars, social). Qualifications Confident closer with 5+ years of experience as a Financial Advisor, Wealth Manager, or similar role. Fully licensed (Series 65 or Series 7/66 + Life & Health Insurance). High energy, growth-oriented mindset. Benefits Benefits offered include PTO & 401k. Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: Investment Management and Financial Services We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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