Financial Advisor
2 days ago
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
- 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
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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