Financial Planning Associate

2 weeks ago


Bowling Green, Ohio, United States Magellan Financial & Insurance Services, Inc. Full time

Financial Planning Associate – Elevate Your Career with a Thriving Financial Advisory Team

Are you a seasoned financial professional looking to focus on client relationships ? If so, Citizen Advisory Group wants to hear from you

We are actively seeking a Financial Planning Associate to join our team—someone with existing financial expertise who can step in and confidently manage an existing book of business . This is a unique opportunity for a skilled advisor who enjoys nurturing client relationships , optimizing financial plans, and ensuring clients receive top-tier service without the constant push for new sales .

Compensation: $65,000 - 80,000 + Bonuses

What You'll Do:

  • Manage and service existing client relationships —no heavy prospecting required.
  • Oversee and refine financial plans to ensure clients stay on track with their goals.
  • Collaborate with our advisory team to enhance client experience and retention .
  • Participate in the firm's bonus programs and incentive structures for additional earnings.

Who We're Looking For:

  • Experience: We seek someone with financial licensing and a track record in financial planning and servicing .
  • CFP Preferred: While not required, a Certified Financial Planner (CFP) designation is highly desirable.
  • Client-Focused: If you love helping clients navigate their financial journey and prefer relationship management over cold sales , this role is for you.
  • Team Player with Leadership Aspirations: This position has future leadership potential , making it ideal for someone looking to grow into a team lead role .

Why Join Us?

  • Strong Foundation: Step into a well-established book of business with a loyal client base.
  • Growth Potential: The right candidate can evolve into a team lead role in the future.
  • Comprehensive Benefits: Full health insurance (including dental & vision) , 401(k) with profit sharing , and a team-oriented work environment.
  • Long-Term Vision: Our firm is structured for growth, and there is a clear path for leadership opportunities as we expand.

Ready to Make a Meaningful Impact?

We recently made changes to our team and are looking for the right fit to help us continue delivering exceptional financial services. If you're ready to step into a client-first advisory role with long-term growth potential, apply today

Apply now



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