Wealth Advisor

Job Description

Wealth Advisor

Location: Dublin, OH - onsite

Our client seeks a Wealth Advisor in the financial planning and advisory department to join their team in a full-time capacity. Are you a professional CFP® who enjoys building long-term client relationships? Do you thrive on delivering comprehensive financial planning solutions across investments, tax, insurance, and retirement strategies? Are you motivated by both client success and business development? If yes, this may be the perfect Wealth Advisor position for you. Keep scrolling to see what this company has to offer.

The Perks!

Compensation: $90,000 - $120,000, based on experience

Benefits: 401k in progress, newly implemented health, life, and dental insurance, paid time off

Special perks: no time clock culture, seasonal early office closure on Fridays, profit sharing across company, flexible schedule for client meetings

A Day in the Life of the Wealth Advisor

In this role, you’ll serve as the primary point of contact for clients, guiding them through holistic financial planning strategies while helping them achieve their long-term goals. You’ll balance relationship management, financial plan development, and business growth initiatives, contributing directly to the firm’s success. This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.

Responsibilities include:

Serve as the primary advisor and relationship manager for clients

Conduct client meetings, reviews, and present financial planning and investment recommendations

Develop and implement comprehensive financial plans aligned with client goals

Analyze investments, insurance coverage, retirement plans, and tax strategies

Collaborate with clients’ external advisors to deliver holistic financial guidance

Drive new business development through prospect meetings and follow-ups

Maintain and grow existing client relationships while meeting annual growth goals

Support and participate in client events and firm marketing initiatives

Utilize CRM tools (e.g., Redtail) to manage client service requests and workflows

Partner with leadership on firm strategy, operations, and financial goals

Ensure compliance with firm policies, procedures, and industry regulations

Mentor and support team members in financial planning and business development

Contribute to process improvements and operational efficiency initiatives

Requirements and Qualifications:

CFP® certification required

5+ years of experience in a financial advisor or wealth management role

Proven ability to develop and manage client relationships/strong book of business

Series 65 license required

Prior Holistic financial planning experience

Strong business development/prospecting experience

Excellent written and verbal communication skills

Proficiency in planning software + independent client management + in-office requirement

Ability to prioritize tasks and manage time effectively

Willingness to travel up to 25%

About the Hiring Company:

Our client is a comprehensive financial planning firm dedicated to helping clients achieve long-term financial success through personalized strategies. Their team focuses on delivering a high-touch client experience backed by deep technical expertise across all areas of wealth management. They foster a collaborative, growth-oriented environment where advisors play a key role in shaping both client outcomes and the firm’s future.

Come Join Our Advisory Team!

Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!

Full-time