Personal Financial Advisor

Financial Advisor

Boyer Financial Group is a family-owned, independent financial advisory practice managing nine-digits of AUM and growing. We specialize in serving first responders, veterans, small business owners, and high-performing professionals
. While we take our clients’ financial futures seriously, we don’t believe great work has to happen in a dull environment. We value initiative, creativity, collaboration, and a “see something → do something → solve it” mindset.

We also maintain a national thought‑leadership presence
, attend select industry conferences, and are building a unique educational platform blending financial education with music culture (Sound Returns). This is not a back-office or maintenance role‑ this is an opportunity to grow into a long‑term advisory career.

We are seeking a Financial Advisor who is either a CFP® professional or wants to pursue the CFP® designation
. This role is ideal for someone with 3–5 years of industry experience who feels capped by a stale environment or limited growth opportunities and wants to be part of a forward-thinking, high-energy firm.

This is a salaried position with a generous performance-based bonus structure and significant long-term upside.

• Support lead advisor with financial planning, investment analysis, and client service
• Assist in servicing and advising clients across:
  Deferred Compensation (457(b)) plans, IRAs, Roth IRAs, 401(k) s, Non‑retirement brokerage accounts, and Life and Annuity Insurance products
• Prepare and implement financial planning recommendations
• Proactively identify client needs and opportunities—see something, do something
• Assist with administrative responsibilities as needed (coverage during vacations, sick time, etc.)
• Contribute to thought leadership initiatives, select conferences and professional development opportunities, social media and educational content, including Sound Returns

• Full working knowledge of LPL Financial (bonus available)
• 100% competency with LPL Client Works, including workflows, processes, and day‑to‑day operations (bonus available)
• Prior experience working within an LPL‑affiliated firm (bonus available)
• Experience working with AI tools to optimize efficiency
• Strong understanding of Ohio public pensions and 457(b) plans
• Solid foundation in retirement and non‑retirement investment accounts and insurance products
• Ability to work in‑person 4–5 days per week plus mandatory events
• Self‑motivated, proactive, and solutions‑oriented

• 3–5 years of experience in the financial services industry
• Extroverted, confident communicator who enjoys client interaction
• Creative thinker and natural problem-solver
• Comfortable in a flexible, trust‑based work environment
• Professional, but not corporate or rigid—we value personality

• Generous performance‑based bonus
• Mentorship and clear growth path within the firm
• Exposure to national media and thought leadership opportunities
• Attendance at select industry conferences
• A fun, relaxed, but high-performing culture
• Flexibility in scheduling (results matter more than clock‑watching)
• In‑person collaboration is essential
• Flexible schedule as long as responsibilities are met
• High trust, high accountability
• We work hard, think creatively, and enjoy what we do

If you are ready to break through a glass ceiling, expand your advisory skill set, and grow with a firm that values initiative and creativity, we’d love to hear from you.

Boyer Financial Group is an equal opportunity employer.