Financial Advisor

JL Smith | Wealth & Tax Planning, headquartered in Avon, Ohio, is one of the fastest growing financial planning firms in the region. We provide comprehensive financial planning services to high net worth individuals and affluent families. We are seeking an experienced Financial Advisor to join our team. The successful candidate will have an understanding of financial planning, investment products, and industry regulations. They will also be adept at building strong relationships with clients, identifying their needs, and providing customized financial solutions. JL Smith offers a defined career path to become a Lead Advisor or Partner as well as robust marketing efforts for lead generation. Find out more about the firm at jlsmithgroup.com
ABOUT YOU:

• You are persistent and resilient about reaching your goals
• You are detailed oriented
• You value training and mentorship

Salary and Benefits

• Base salary range of $70K-80K, with monthly variable compensation based on production, and quarterly profit share
• Well defined career path for your growth in the company
• Health Insurance
• 401(k) match
• Unlimited PTO

Responsibilities

• Close new business by working with leads generated by the firm's marketing efforts as well as through networking and referral generation
• Support Lead Advisors in creating customized financial plans and investment strategies for clients
• Service existing clients by conducting regular reviews, providing ongoing advice, and handling client inquiries
• Document client interactions in CRM and provide team with time sensitive updates
• Execute on team service model
• Prepare financial reports and presentations for clients
• Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in CRM and track all actions/activities to ensure highest level of client service
• Attend team meetings, training sessions, and industry events to stay current on best practices
• Monitor and report on client satisfaction and manage the resolution of client escalations

Qualifications:

• Minimum three years financial services industry experience
• Series 65 and/or Series 7
• Strong written and verbal communication skills
• Detail oriented with strong organizational skills
• Personable with the ability to connect with clients
• Ability to research escalated client issues for response/resolution
• Self-starter and aptitude to work with a sense of urgency

JL Smith's Core Values:

• Ownership Mindset
• Hungry Yet Humble
• Innovation to Execution
• Kind and Compassionate
• Positive, Grateful, and Fun

The Process:
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.