Financial Advisor
$75k - $150kThe Well
About the Company
THE WELL LinkedIn Post
We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role
We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Responsibilities
- Drive organic business development through networking, COI relationships, and community presence
- Service and retain existing client relationships within your territory
- Build and deliver comprehensive financial plans, leading client meetings from start to finish
- Collaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Three territories are open:
- Cleveland, OH
- Pittsburgh, PA
- Eastern New YorkState (Syracuse, Albany, or Utica area)
These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Qualifications
- Bachelor's degree required
Required Skills
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Advisors with a portable book of business or a strong client network built organically
- Self-starters who are energized by community engagement and building their own pipeline
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
Preferred Skills
- CFP a plus, not required
Pay range and compensation package
Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus
What the Compensation Looks Like
- Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
- Annual performance bonus: 25% of base
- New business incentive: 40% of net revenue on territory new business
- Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
- Your business development experience has relied on an institutional or bank-provided client pipeline
- You are primarily service and planning focused with limited appetite for new business generation
- You are not located in or willing to relocate to one of the three territories
Sound like you? Let's talk.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Columbus, OH vacancy
$80k - $110k
...Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,... ...Join WPFG? Non-captive model = freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real...SuggestedWestPoint Financial Group
Columbus, OH1 day ago- ...Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized... ...partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform,...SuggestedTemporary workWork at office
SmartBank
Columbus, OH4 days ago $100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach...SuggestedBi-weekly payLocal areaRemote workKemba
Columbus, OH4 days ago$65k - $75k
...Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is...SuggestedFull timeWork at officeMasis Professional Group
Columbus, OH3 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Columbus, OH4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Columbus, OH3 days ago$86.36k - $101.6k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
Columbus, OH2 days ago- ...~ Health insurance ~ Opportunity for advancement ~ Profit sharing ~ Training & development Job description: Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial...Full timeLocal areaFlexible hours
CODY J BEATTY
Columbus, OHa month ago $75k - $150k
...Job Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and... ...achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning...Full timeContract workRelocation packageMonday to FridayFlexible hoursNICHOLAS J MINICH
Columbus, OH27 days ago- .... Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to...For contractorsLocal areaFlexible hoursShift work
First Command
Columbus, OH12 days ago - ...a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity...Hourly payWork at officeRemote workShift workAfternoon shift
Herzing University
Columbus, OH2 days ago - ...The ideal candidate will look to make a meaningful difference in people’s lives through client service and financial planning. A small established multiple award-winning, fiduciary financial planning and investment management firm serves a fast-growing client base with...
Muriel Consulting
Columbus, OH3 days ago - ...Description Job Description JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID/SERVICES LEADER JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid...
Paul Mitchell Schools
Columbus, OH28 days ago $82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorshipDeloitte
Columbus, OH2 days ago- ...them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them. As a Financial Advisor Services Analyst within JPMorgan, you will be tasked with a variety of responsibilities. These include acting as a resource...
TwinThread LLC
Columbus, OH3 days ago - TwinThread is looking for a Financial Advisor Services Analyst in Columbus, Ohio. The role involves partnering with Client Advisors to drive revenue growth and manage client relationships effectively. We seek candidates with a 4-year degree and at least 2 years of experience...
$27.68 per hour
Centra Credit Union is seeking a Relationship Consultant at the National Road Branch in Columbus, Indiana. You will counsel Members to create value and guide decisions across consumer and business accounts, lending products including home equity and IRA’s, and more. A ...Hourly payCentra Credit Union
Columbus, OH3 days ago- ...Join a Fortune 100 Company in Financial Services Interested in taking on a new challenge in the Financial Services industry? Or, maybe you are seeking entry into the industry? Either way, if you have a background in customer service, retail sales, banking or finance...
Randstad
Columbus, OH2 days ago - ...Interested in becoming a Financial Advisor but don't want to spend your time cold calling and prospecting? Join a rapidly growing wealth management firm that provides comprehensive training, supports CFP®, Series 65, and Life & Health licensing, and allows you to focus...
Insight Global
Columbus, OH10 hours ago $20 - $22 per hour
...Profile, Impromptu Speaking Pay Rate: $22.00/hr on w2 Qualification: Bachelor’s degree preferred or equivalent education or experience Financial experience required; mutual fund experience preferred Inbound call experience required Excellent interpersonal and client service...Contract workSummer internshipApTask
Columbus, OH3 days ago- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are you ready to make a real difference in people's... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Columbus, OH2 days ago $55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve... .... What You’ll Do: Collaborate directly with advisors and clients to build, monitor, and implement personalized financial...Full timeWork at officeImmediate startRemote workFlexible hoursAvior Wealth Management, LLC
Columbus, OH1 day ago- ...Apprisen is seeking a Financial Services Specialist to join their team. This fully remote position is designed for passionate individuals looking to make a difference through financial education and guidance. You'll engage with clients, analyze their financial situations...Remote work
ADP
Columbus, OH1 day ago $19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2855 E Main Street - Columbus, Ohio 43209 This is a Hire Ahead position and will require flexibility to work at any of the area branches including: Columbus, Gahanna, Reynoldsburg, Pickerington, Grove City, Hillard Job Summary...Hourly payWork experience placementWork at officeDay shiftKeyCorp
Columbus, OH4 days ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at officeUnavailable
Upper Arlington, OH4 days ago$200k
...Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member... ...just a 9-5 job). Main Responsibilities: An advisor's dream: Build client plans, serve clients, and coach advisors...Work at officePeak Retirement Planning, Inc.
Columbus, OH11 hours ago- ...Organization : Name THE CENTRAL OHIO AGENCY OH Default: Location : City COLUMBUS Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
Talentify.io
Columbus, OH5 days ago - ...Position Summary:Responsible for accurate and timely verification of benefits, financial counseling, identifying patients financial responsibility, helps assist patients with filing for assistance and identify charity. Works closely with Intake. Employee must have solid...Work experience placementWork at office
SUN Behavioral Columbus
Columbus, OH2 days ago - ...Columbus Springs Dublin, an inpatient behavioral health hospital in Dublin, Ohio, seeks a Financial Counselor to support patients and families navigating the cost of mental health and addiction treatment. In this on-site role, you will verify insurance, estimate out-of...
Columbus Springs
Columbus, OH2 days ago $110k - $130k
...OH Salary: $110,000 to $130,000 (based on experience) Status: Full time, In office As an award-winning full-service financial services firm, we are committed to understanding our clients' needs and providing advice beyond investments. We take pride in making...Full timeWork at officeTranscend Practice Management
Columbus, OH2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- senior wealth advisor Columbus, OH
- financial advisor training program Columbus, OH
- project finance associate Columbus, OH
- financial consultant Columbus, OH
- financial associate Columbus, OH
- entry level financial advisor Columbus, OH
- jde finance consultant Columbus, OH
- financial planner Columbus, OH
- wealth advisor Columbus, OH
- financial planning administrator Columbus, OH