Financial Advisor

Financial Advisor

Location:Columbus, OH

Position Summary:

SWS Partners is seeking a driven and relationship-focused Financial Advisor to join our expanding wealth management team. This role is central to delivering personalized investment solutions and comprehensive financial planning tailored to the needs of our high-net-worth individuals, families, and entrepreneurial clients. The successful candidate will combine deep financial market expertise, strong analytical capabilities, and an unwavering commitment to exceptional client service.

Key Responsibilities:

Establish and deepen relationships with clients, thoroughly understanding their financial objectives, risk profiles, and long-term aspirations.

Develop and execute customized financial plans encompassing investment management, retirement and estate planning, tax optimization, and risk management.

Regularly monitor and rebalance client portfolios to align with evolving market conditions and client-specific goals.

Maintain expertise on financial market developments, economic indicators, and regulatory frameworks to offer proactive and strategic advice.

Coordinate with SWS internal specialists, including investment analysts and external tax and estate planning partners, to provide integrated wealth management solutions.

Actively participate in business development initiatives, leveraging referrals and professional networks to expand assets under management.

Ensure strict compliance with all regulatory requirements and firm policies, maintaining comprehensive and accurate client documentation.

The duties and responsibilities described in this job description may not be a comprehensive list. Additional tasks may be assigned to the employee from time to time and/or the scope of the job may change as necessitated by business demands.

Qualifications:

Bachelor's degree in finance, Economics, Business, or related field; MBA or advanced degree preferred.

Minimum of 5 years' experience as a Financial Advisor, Wealth Manager, or related client-facing financial role.

Certified Financial Planner (CFP®) required; CFA, CPA, or other relevant certifications advantageous.

Demonstrated track record of building lasting client relationships and growing client portfolios.

Comprehensive knowledge of investment strategies, tax planning, estate planning, and insurance solutions.

Excellent analytical, interpersonal, and communication skills.

Proficiency with financial planning software and CRM systems.

Compensation & Benefits:

Competitive salary with attractive performance-based incentives.

Comprehensive health, dental, and vision coverage.

401(k) retirement plan with employer match.

Continuing education support and licensing reimbursement.

Generous paid time off and flexible work arrangements.

About SWS Partners:SWS Partners is an independent investment management and wealth advisory firm dedicated to providing personalized financial solutions that align precisely with our clients' objectives. We leverage deep market insights, rigorous analysis, and strategic planning to empower individuals, families, and business owners to confidently grow, preserve, and transfer wealth across generations. Our collaborative culture and client-centric approach position us uniquely in the wealth management industry.