Financial Planner - Service

Financial Planner

We are a financial planning firm located in Columbus, Ohio and are currently adding another office in Cleveland. We are seeking a Financial Planner looking to service and build relationships with our clients over time.

Main Responsibilities

*No specific experience, training, or licensing needed. We will train and grow with you. We have an in depth training program*

• Preparation of Financial Plans, Tax Reports, and presentations for client meetings
• Assist and attend client meetings
• Assisting the lead advisor, as needed, on miscellaneous tasks
• Establish and maintain detailed client files
• Prepare client correspondence including, letters and email correspondence
• Compare existing solutions to those currently available in the marketplace
• Fulfill routine client service requests
• Receive training to become a Financial Planner, if not currently trained
• The ability to work with clients and only that. All other responsibilities will be delegated so you can do what you do best and give the utmost service to our clients.
• NO prospecting, knocking on doors, or pushing family and friends to work with us. We have more people coming to us than we can help at the moment. Your main role is to serve our clients with excellent service.

Minimum Requirements:

• A+ Player
• Internal need to succeed
• Excited about our mission and fast growing firm
• Strong people skills and the ability to connect with prospects/clients
• Desire to obtain long-term employment
• Reliable with exceptional work ethic
• Professional
• Attain Series 65 and Life and Health
• Start training to become a CFP if you do not already have it

Job Type: Full-time

Pay: Up to $400,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Compensation package:

• Bonus opportunities

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Work Location: In person