More jobs:
Financial Advisor
Job in
Dublin, Franklin County, Ohio, 43016, USA
Listed on 2025-12-31
Listing for:
The Well Recruiting Solutions
Full Time, Seasonal/Temporary
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Overview
We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Dublin, OH
.
- Develop meaningful and lasting relationships with clients and their families.
- Develop advising strategies for clients in investment planning, estate planning, risk management, tax planning, education planning, philanthropic planning, cash management, and other areas to help them reach financial and legacy planning objectives.
- Join a small, collaborative office where you’ll make an immediate impact.
- Leverage warm leads provided by the marketing engine (TV, radio, seminars, social).
- Confident closer with 5+ years of experience as a Financial Advisor, Wealth Manager, or similar role.
- Fully licensed (Series 65 or Series 7/66 + Life & Health Insurance).
- High energy, growth-oriented mindset.
Benefits offered include PTO & 401k.
Details- Seniority level:
Mid-Senior level - Employment type:
Full-time - Job function:
Finance - Industries:
Investment Management and Financial Services
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