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Financial Planner

3 months ago

Dublin, Ohio, United States gpac Full time

Are you looking to make a career change?

We are partnering with a leading company to find a skilled Financial Planner. In this role, you'll have the chance to engage closely with clients, understand their financial objectives, and develop customized plans to help them reach their goals.

Key Responsibilities:

  • Establish and nurture strong client relationships, offering tailored financial advice and support as a Financial Planner.
  • Perform detailed financial evaluations to grasp clients' current financial status, aspirations, and risk tolerance, utilizing your skills as a Financial Planner.
  • Create holistic financial plans that include investment strategies, retirement planning, estate planning, and more, highlighting your expertise as a Financial Planner.
  • Work collaboratively with other team members, such as portfolio managers and analysts, to provide comprehensive wealth management solutions.

Qualifications:

  • Bachelor's degree in finance, business, economics, or a related field.
  • Prior experience in financial planning, wealth management, or a related position as a Financial Planner.
  • Deep understanding of investment principles, financial markets, and industry regulations.
  • Excellent communication skills, enabling you to explain complex financial concepts clearly as a Financial Planner.
  • Proven success in building and maintaining client relationships.
  • Relevant certifications such as CFP, CFA, or Series 7/63 licenses preferred.

Benefits:

  • Competitive salary with great benefits + commission
  • Firm prioritizes both professional development and employee well-being.
  • A steadfast commitment to client satisfaction
  • Amazing culture
  • Renowned for its employee-centric approach
  • Seeking Professionals to expand and grow their company
  • They provide their Advisors with resources, mentorship, and a sustainable work-life balance

If you're ready to advance your career as a Financial Planner and join a dedicated team committed to helping clients achieve their financial dreams,
please send your updated resume to