Wealth Advisor: Flexible Schedule, Profit Sharing

$90k - $120k

IsoTalent

IsoTalent is seeking a Wealth Advisor to join their financial planning team in Dublin, Ohio. The candidate will serve as a primary client contact, providing holistic financial strategies and ensuring a high-quality client experience. Duties include conducting meetings, analyzing investments and driving new business development. This full-time position requires 5+ years of experience in a similar role and a Series 65 license. The role offers a competitive salary between $90,000 to $120,000 and excellent benefits including profit sharing and a flexible schedule. #J-18808-Ljbffr IsoTalent

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Vacancy posted 2 days ago

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