Financial Advisor - Sports & Wealth Management
First Financial Group
First Financial Group / Bull Harbor Capital is expanding our financial advisory team and developing a growing initiative focused on the business of youth and amateur sports. We are looking for a Financial Advisor who wants to build a practice with the resources of an established financial services organization while also having the opportunity to participate in a developing sports-focused market. Our work in the sports industry goes beyond traditional individual financial planning. We are building relationships with sports clubs, organizations, coaches, executives and other professionals to address areas including retirement plans, employee benefits, financial wellness, wealth management and individual financial planning. For the right advisor, this creates an opportunity to build a traditional financial advisory practice while developing a specialty within an industry that has historically been underserved by comprehensive financial services. Previous experience as an athlete, coach, administrator or within the sports industry is valuable, but not required. Responsibilities Build and manage relationships with individuals, families, business owners and organizations Develop comprehensive financial strategies based on each client's goals, needs and financial circumstances Provide guidance across investments, retirement planning, risk management and wealth accumulation Identify and develop new client relationships through networking, referrals and strategic market development Work collaboratively with specialists and other professionals to provide comprehensive client solutions Participate, where appropriate, in the continued development of our sports-focused financial services initiative Maintain appropriate FINRA, regulatory and firm compliance standards What We're Looking For Current or previous experience in financial services, wealth management, banking, retirement services, insurance or a related field Strong relationship-building and communication skills Entrepreneurial mindset and interest in developing a long-term advisory practice Series 7, Series 6, Series 65, Series 66 or other relevant securities licensing preferred Life and Health licensing preferred Existing Financial Advisors and experienced financial professionals are encouraged to apply Experience or relationships within youth, collegiate or professional sports are a plus Former athletes and coaches interested in combining their financial-services career with the sports industry are strongly encouraged to apply Why This Opportunity Is Different This is not simply a traditional Financial Advisor opening with “sports” added to the title. We are actively developing relationships and financial solutions within the sports industry while continuing to expand a broader wealth management and advisory business. An advisor joining our team can build across both worlds: developing their own client relationships and practice while potentially participating in a growing sports-focused platform. For someone with a background in both financial services and athletics, this can provide an opportunity to bring those two parts of their career together. #J-18808-Ljbffr First Financial Group
$75k
...to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments... ...future. As a Financial Advisor within PNC Wealth Management, you will be based in...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$134.28k - $164.12k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing...SuggestedFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Vice President, Wealth Advisor About the Company Nationally recognized independent RIA delivering comprehensive wealth management for affluent clients Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice President...Suggested
- Talentify in Grove City, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions. You will build relationships, conduct in-person meetings, and...Suggested
- Huntington Private Bank is seeking a Wealth Advisor III to serve as the primary client relationship manager responsible for developing, delivering, and managing a Wealth Plan for high-net-worth clients. You will build relationships with existing and new clients, coordinate...Suggested
- Description Summary The Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and... ...days of hire At least 5 years of wealth management/financial advisory/sales/relationship management experience...Work at office
- First Financial Group in Columbus, OH is expanding its financial advisory team to focus on youth and amateur sports within our established wealth-management platform. We seek a motivated Financial Advisor to grow client relationships, craft comprehensive strategies across...
- Equitable Advisors is a national financial services firm seeking individuals to start a wealth management career through licensing and employment. Trainees will engage clients, develop financial strategies, and consult on products and services, with an emphasis on relationship...TraineeshipWork at office
- A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client...
$123.2k - $200k
...will be based in [city/state location of position]. As a Wealth Advisor Regional Sales Manager within PNC's Wealth Management organization, you will... ...programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following...Full timeTemporary workPart timeWork experience placementWork at office- ...Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking. You will... ...planning. The role requires six-plus years in private banking or financial services, a bachelor’s degree, and necessary licenses;...Local area
- JPMorgan Chase & Co. is seeking a Private Banker in the U.S. Private Bank to advise families on building, preserving and managing their wealth, using investments, credit and banking expertise. You will work with a local team, serving existing clients and acquiring new assets...Local area
- JPMorgan Chase & Co. in Columbus seeks a Private Banker to advise families on building, preserving and managing wealth, drawing on investments, credit and banking expertise to support current clients and attract new assets. You will develop trusted client relationships,...
- J.P. Morgan’s U.S. Private Bank seeks a Private Banker who will advise families on building, preserving, and managing wealth, using investments, credit, and banking to serve clients. You’ll operate with a local team and the firm’s institutional platform to help clients...Local area
- PNC Financial Services Group, Inc. is seeking a Wealth Advisor Regional Sales Manager to lead a team within the Wealth Management organization. The role covers a multi-state footprint and focuses on growing client relationships, managing risk, and delivering tailored financial...
- ...culture built on excellence. Build Wealth. Build Relationships. Build Your... ...At SmartBank, we believe that financial success starts with trusted... ...Financial Services, our Financial Advisors have access to a respected wealth management platform, sophisticated investment...Temporary workWork at office
$100k
...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...Bi-weekly payLocal areaRemote work$80k - $110k
...Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission... ...model = freedom + flexibility 100+ advisors who made the switch (many mid-career)... ...what matters and build long-term wealth Leverage your community relationships...$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...to every client's unique needs Manage your client's financial plans to help them... ...and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...Full timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...guidance to military families on managing day-to-day finances, building lifetime... ...Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide...Contract workWork at office
- **Join Equitable Advisors: A Pathway to Possibilities and Positive Impact** Are... ...At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive... ...: Educate clients on our diverse financial products and services, demonstrating how...Work experience placementLocal areaRemote workFlexible hours
$100k
...Financial AdvisorReports to: Director of Wealth Management & Financial ResourcesSupervises: NoneStatus: ExemptObjectiveThe Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping...Bi-weekly payLocal area- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios... ...business opportunities, establishing and managing client relationships, educating clients... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...
- J.P. Morgan Chase’s Wealth Management division seeks a Market Director of Wealth to lead a team of Financial Advisors and deliver exceptional client experiences. You will recruit, develop, and coach Advisors while coordinating with Branch Management and partners to offer...
- At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer... ...with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how...Work at officeLocal areaRemote workMonday to Friday3 days per week
- Sequoia Financial Group in Northeast Ohio seeks a senior Wealth Advisor to deliver comprehensive financial planning and investment management to our clients. In this client-facing role, you will collaborate with service team members to develop and execute relationship plans...
- At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer... ...with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how...Work at officeLocal areaRemote workMonday to Friday3 days per week
- Sequoia Financial Group is seeking experienced financial professionals to join the Sequoia Sentinel... ...family office division. You would manage relationships with ultra-high-net-worth families... ...with attorneys and CPAs to preserve wealth and legacies across generations. #J-1880...Work at office
$75k - $150k
...Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized... ...goals. We are looking for a Financial Advisor to provide advice and guidance on... ...financial status and determine need for wealth building strategies Recommend appropriate...Full timeContract workRelocation packageMonday to FridayFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Sports & Wealth Management. Be the first to apply!
- financial counselor Columbus, OH
- private wealth advisor Columbus, OH
- senior wealth advisor Columbus, OH
- junior oracle financial functional consultant Columbus, OH
- entry level financial advisor Columbus, OH
- associate corporate finance Columbus, OH
- financial advisor associate Columbus, OH
- financial advisor part time Columbus, OH
- financial consultant Columbus, OH
- financial advisor training program Columbus, OH



