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Transcend Practice Management
Columbus, OH, United States
Job Description Job Description SENIOR FINANCIAL ADVISOR Location : Columbus, OH (in-office) Compensation : $200,000 - $250,000 Status : Full-time The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our client firm is an investment in your future that will reap rewards for y
Job Source: Transcend Practice ManagementWright-Patt Credit Union Inc.
Columbus, OH, United States
Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. The Senior Financial Advisor (SFA) is responsible for helping member-owners meet their financial goals, p
Job Source: Wright-Patt Credit Union Inc.New York State Civil Service
Columbus, OH, United States
Occupational Category Other Professional Careers Salary Grade NS Bargaining Unit None listed Salary Range From $145000 to $150000 Annually Employment Type Full-Time Appointment Type Permanent Jurisdictional Class Non-competitive Class Travel Percentage 0% Workweek Mon-Fri Workday From 9 AM To 5:30 PM Flextime allowed? No Mandatory overtime? No Comp
Job Source: New York State Civil ServiceHuntington Bancshares, Inc.
Columbus, OH, United States
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.Our Financial Advisors partner closely with branch staff to uncover client needs and offer most approp
Job Source: Huntington Bancshares, Inc.Huntington National Bank
Columbus, OH, United States
HFA Financial Advisor Senior- Branch page is loaded HFA Financial Advisor Senior- Branch Apply remote type Office locations Columbus, OH time type Full time posted on Posted 3 Days Ago job requisition id R0053445 Description Summary: The H
Job Source: Huntington National BankKEMBA Financial Credit Union Inc.
Columbus, OH, United States
Reports to: Director of Wealth Management & Financial Resources Status: Exempt Objective The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals and objectives from face-to-face financial analysis and identifying appr
Job Source: KEMBA Financial Credit Union Inc.KEMBA Financial Credit Union
Columbus, OH, United States
Job Description Job Description Title: Junior Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt Objective The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify fina
Job Source: KEMBA Financial Credit UnionThe Joseph Group Capital Management
Columbus, OH, United States
Role Description Title: Client Advisor Reports to: Team Lead Benefits: Yes Status: Full Time Date: January 2024 Role Summary The Client Advisor takes responsibility for all aspects of the client relationship and implements The Joseph Group’s (TJG) full-service financial planning model. A successful candidate will: Live and exemplify TJG’s Core Val
Job Source: The Joseph Group Capital ManagementColumbus, OH, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Columbus, OH, United States
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