Financial Advisor

8 hours ago


Dublin, Ohio, United States Rea & Associates Full time
Job Title: Financial Advisor

We are seeking a highly skilled and experienced Financial Advisor to join our team at Rea & Associates, a leading Top 100 Accounting Firm. As a Financial Advisor, you will be responsible for identifying client needs and delivering exceptional service to meet those needs.

Key Responsibilities:
  • Manage client relationships and provide guidance on wealth management, financial planning, and investment decisions
  • Develop and implement financial plans, analyze portfolios, and make recommendations for trading and rebalancing
  • Build strong relationships with clients through proactive communication and provide exceptional customer service
  • Stay up-to-date with industry trends and best practices to maintain high professional expertise
  • Collaborate with the client services team to ensure effective delivery of services and meet quality and compliance standards
Requirements:
  • 5 or more years of experience in the financial services industry
  • BA or BS in financial, business, or related field (preferred)
  • Series 63 and 65 or 66 (preferred)
  • Certified Financial Professional (CFP) (preferred)
  • Excellent communication and interpersonal skills
  • Ability to work independently and prioritize workload effectively
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Access to cutting-edge technology and resources

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application with your professional resume.


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