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Fee- Wealth Advisor — CFP Planning
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-05-07
Listing for:
FPA of Charlotte
Full Time
position Listed on 2026-05-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
FPA of Charlotte in Dayton, Ohio is seeking a Wealth Advisor to join their fun, collaborative team. The ideal candidate will have 3-10+ years of experience in financial planning and a CFP designation or is working toward it. Responsibilities include guiding new clients through financial planning, maintaining client relationships, and utilizing software like Money Guide Pro and eMoney. This full-time position offers a competitive salary transitioning to a percentage of revenue managed, along with benefits such as medical insurance and a 401(k) matching plan.
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