Financial Advisor
Symmes, OHJobSeen todaySeen in employer's feed today
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At a glance
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Job overview
The Financial Advisor will manage and grow client relationships while transitioning an established book of business to a growing financial services organization. The role provides fiduciary-focused financial planning, develops new business, and increases assets under management. It is highly client-facing and includes leading educational workshops, seminars, and prospect presentations, with collaboration across tax, Medicare, Social Security, estate and legacy planning, insurance, and principal-protection strategies.
Skills & qualifications
Skills
Qualifications
Full job description
Job Description
The Financial Advisor will be responsible for managing and growing client relationships while transitioning an established book of business to a growing financial services organization. This individual will provide comprehensive, fiduciary-focused financial planning, develop new business, and continue increasing assets under management. The role is highly client-facing and includes leading educational workshops, seminars, and prospect presentations. The advisor will also collaborate with specialists across tax planning, Medicare, Social Security, estate and legacy planning, insurance, and principal-protection strategies.
Skills and Requirements
- 5+ years of Financial Advisor, Wealth - Advisor, or similar advisory experience preferred
- Proven experience building, managing, and growing a book of business
- Approximately $30M+ in transferable AUM preferred
- Active Series 65, or applicable Series 66 and Series 7 licensing
- Active insurance licensing
- Proven sales, prospecting, and asset-gathering experience
- Strong understanding of fiduciary and comprehensive financial planning
- Strong client-facing communication and relationship-management skills
- Experience leading client presentations, workshops, or seminars
- Demonstrated ability to generate new business and continue growing an existing book
- Existing book containing fixed and/or variable annuities
- Experience working with retirees and pre-retirees
- Experience within an independent RIA / fiduciary environment
- Knowledge of retirement income and principal-protection strategies
- Exposure to tax, estate, legacy,
- Medicare, or Social Security planning
- Existing client relationships within Central Ohio / Columbus
- Strong seminar, workshop, or public-speaking experience
- Established professional referral network and history of generating business through COIs
- Experience transitioning an established client book between firm
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].
How this job compares
Set against the 3,657 open Financial Advisor jobs on Olive Jobs, counted November 4, 2026.
- Pay
- This postingNot listed
- Ohio median$65–97K/yr58 salary ranges
- US median$25–38/hr84 hourly ranges
- Openings
- Olive Jobs lists 122 open Financial Advisor jobs in Ohio and 3,657 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in Ohio
- JPMorgan Chase18 open
- PNC15 open
- Edward Jones14 open
- Experience
- Financial Advisor postings that state a minimum ask for 2 years of experience at the median; the middle half ask for 1 to 4 years (1,991 postings).
- Education
- 1,094 of the 3,657 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 4, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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