Lead Financial Advisor

Now Hiring: Lead Financial Advisor – Columbus, OH

Are you a seasoned financial professional looking for a career-defining opportunity? Tired of prospecting and chasing leads? Imagine stepping into a role where the clients come to you—your job is to build relationships, provide expert guidance, and be part of a team that helps clients achieve their retirement goals.

Our retirement-focused RIA firm in Columbus, OH is one of the fastest-growing financial advisory firms in the nation. Known for its dedication to excellence and commitment to providing top-tier service, the company is focused on growth, both in client numbers and team size. With a dynamic team of professionals, the firm fosters a fun, family-like environment with a strong mission-driven approach to retirement planning. The company has been gaining traction through several avenues in the market including youtube, supported by a robust marketing budget of $1 million in 2025, and offers a unique opportunity to contribute to a rapidly expanding firm. Our client is searching for a highly motivated and results-driven Lead Financial Advisor to quarterback their growing team. This is the perfect opportunity for a driven leader who thrives on mentorship, client relationships, and business growth. With an endless stream of leads from seminars, marketing efforts, and referrals, your focus is on what you do best—helping clients and driving success.

As a key player in the firm, the Lead Advisor will meet with prospects, engage in financial planning sessions, and help to grow the firm's revenue through client acquisition and retention. The successful candidate will be focused on excellence, have a strong sales background, and be committed to personal and professional growth.

Why This Role?

No prospecting required—we provide the leads!

Dedicated support team to handle paperwork so you can focus on clients

Fast-track growth opportunities in a company that truly invests in its advisors

A culture built on excellence, collaboration, and making an impact

What You'll Do:

Prepare, present, and implement customized financial plans

Lead 1 hour workshops 1-2 nights a week to education potential clients in the community

Guide clients on investment strategies, annuities, life insurance, and retirement planning

Develop and manage strong client relationships

Actively participate in team training and development

Meet with company-generated leads—no cold calling, no hunting for clients

What We're Looking For:

Proven track record as a top salesperson, either in financial advisory or other industries with a strong focus on closing deals.

Minimum 30% closing rate, with a goal of 40%. Strong commitment to personal growth and continuous improvement.

Series 65 and Life & Health licenses required (or must be willing to obtain). CFP is preferred or candidates must be open to pursuing the certification.

Skills & Qualities:

Strong interpersonal skills and ability to connect with clients and prospects.

A self-starter with a deep internal drive to succeed.

High work ethic, professionalism, and reliability.

Ability to work in a fast-paced, high-standards environment.

A passion for financial planning and Peak Retirement Planning's mission.

The ideal candidate is a high-performing individual who thrives in a results-oriented, fast-paced environment. They are driven by excellence, embrace challenges, and are excited to join a growing company with significant career growth opportunities. The candidate should be comfortable with being pushed out of their comfort zone and should be aligned with Peak Retirement Planning's mission of providing excellent service to clients and their families.

What's In It for You?

First-year earnings: $150K-$200K in the first year, with the ability to scale to $300K-$500K by year 3

Unlimited PTO

Comprehensive benefits package

401(k) with company contribution—no employee match required!

Company-paid licensing & certifications (CPA, CFP, etc.)

Annual company trips, bonuses, & incentives

️ Marketing Support: No cold calls—The firm invests heavily in marketing, bringing in 60 leads per week, with each Lead Advisor receiving around 10 high-quality leads weekly.

Unlimited growth potential, sky is the limit!

About The Well:

The Well Recruiting Solutions is a dynamic recruiting firm dedicated to connecting top talent with leading organizations in the financial sector. Our approach is centered on understanding the unique needs of both our clients and candidates, fostering long-lasting, successful partnerships. With a focus on personalized service, industry expertise, and a genuine love for what we do, we help businesses build winning teams and professionals achieve their career aspirations. At The Well, we firmly believe that a career in the Financial Services industry is a transformative journey. We aim to help professionals elevate their impact on the world, enhance their independence in shaping their lives, and significantly increase their income. Since our founding, The Well has expanded to assist clients and candidates nationwide, bringing our expertise to all corners of the country.