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Hybrid Client Services Advisor: Path to Wealth Planning
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-06-13
Listing for:
GRIMES FINANCIAL GROUP, L.L.C.
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
GRIMES FINANCIAL GROUP, L.L.C. in Columbus, Ohio seeks a licensed professional to join their team as a servicing advisor. This role emphasizes building genuine relationships and providing exceptional client service.
Responsibilities include direct client interactions, warm calls to existing clients, and supporting retirement planning services. Ideal candidates will hold Series 65 or Life & Health licenses and possess a genuine commitment to excellence and client relationships.
This hybrid role offers a unique opportunity to transition from servicing to advising without administrative bottlenecks.
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