Director, Financial Planning (Columbus, OH)

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process.

Responsibilities

Serve the client's best interests, providing outstanding financial advice and guidance; Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice; Effectively evaluate client situations and analyze their needs; Develop and present a compelling set of recommendations; Deliver comprehensive financial planning across all areas of a client's financial life; Adept at building positive relationships with clients; Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve; Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships; Skilled at influencing clients to improve their financial well-being; Drive client retention and satisfaction through exceptional advice, service, and relationship management

Requirements

Direct client-facing experience in a fee-based wealth management or planning role; Results-driven approach with a consistent track record of building and maintaining strong client relationships; Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development; Desire for role with base salary, performance-based compensation, and growing earnings potential; Must possess an active Series 65; Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment; A clean U-4

Nice to have

Certified Financial Planner (CFP) or other certification

Benefits

Performance-based compensation; Discretionary bonus; Health, dental and other wellness plans; 401(k) contributions; Continuing advisor education; Dedicated team of Client Service Managers; Innovative retirement planning tools and software