Financial Advisor

2 days ago


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

Rea & Associates, a leading Top 100 Accounting Firm, is seeking a skilled Financial Advisor to join our team in Dublin, Ohio. As a trusted advisor to our clients, you will be responsible for identifying their financial needs and delivering tailored solutions to meet those needs.

Key Responsibilities:
  • Manage client relationships and provide guidance on wealth management, financial planning, and investment decisions
  • Develop and present financial plans, analyze portfolios, and implement planning decisions
  • Build strong relationships with clients through proactive communication and maintain high professional expertise
  • Delegate follow-up client work to other members of the firm and prioritize workload to meet deadlines
  • Contribute to the growth of the firm by attracting new clients and identifying opportunities to grow existing relationships
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)
  • Unwavering ethics, confidentiality, and an orientation to putting the client first
  • Excellent people skills, including active listening, effective communication, and a professional demeanor
Work Environment:

This is a full-time position with regular hours of work and days from Monday through Friday, 8:00 a.m. to 5 p.m. However, this position can regularly require long hours and some weekend work.

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Benefits:
  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short-Term & Long-Term Disability
  • Training & Development
  • Wellness Resources
  • Four (4) weeks PTO
  • Twelve (12) paid holidays, of which three (3) are floating holidays

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