Financial Services Professional

4 weeks ago

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

Rea & Associates is a leading accounting and business consulting firm with a strong presence in Ohio, North Carolina, and Florida. As a trusted advisor to companies of all sizes and individuals with diverse needs, we offer a wide range of accounting services and professional business counsel, including wealth management through Investment Partners, LTD.

Our growing wealth management team is seeking a highly skilled Financial Advisor to join our Dublin, Ohio office. The ideal candidate will be responsible for identifying client needs and delivering tailored services to meet those needs, coordinating the client services team to ensure effective service delivery, and contributing to the growth of the firm by attracting new clients and expanding existing relationships.

Key Responsibilities:
  • Client Service & Relationship Management: Independently manage client relationships, guiding clients through their wealth management, financial planning, and investment decisions.
  • Make critical client decisions, such as creating or preparing, reviewing, and presenting financial plans.
  • Lead the implementation of planning decisions and assign client service steps to the team.
  • Assist with ongoing retirement plan maintenance, transitions, meetings, education plans, and add value to meetings by delivering presentations, facilitating discussions, and preparing information.
  • Prepare financial plans, analyze portfolios, and perform subsequent trading and rebalancing.
  • Answer client questions pertaining to planning or wealth management and demonstrate significant expertise.
  • Build strong relationships with clients through proactive, consistent, and caring communication.
  • Maintain high professional expertise and continue to learn new processes, theories, and best practices of client service.
  • Maintain professional licenses and designations necessary and desirable in client service.
  • Delegate follow-up client work to other members of the firm.
  • Team Management & Staff Development: Coordinate the work of the client services team and provide consistent and constructive feedback to other professionals.
  • Business Development: Contribute to the building of the firm brand through active participation in marketing initiatives, develop a network of contacts in the professional community, seek opportunities to grow existing client relationships, and engage with clients to create referral opportunities.
  • Firm Development: Participate in projects and initiatives that improve the firm and its culture, serve on committees that oversee important firm functions, and contribute to the implementation of business strategies and initiatives.
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.
  • Effectively prioritize workload and meet deadlines.
  • Excellent people skills, including active listening, effective communication, and a professional, knowledgeable demeanor.
  • Ability to establish rapport with clients and coworkers.
  • Sophisticated organizational skills with both physical and nonphysical resources.
  • Attention to detail.
  • Ability to proofread and quality check own work, proactively relate internal concerns to superiors, identify and solve problems in a timely and efficient manner, and use resources available to answer questions and resolve problems.
  • Be or become proficient on back-office systems.
Work Environment:

This job operates in a professional office environment located in Dublin, Ohio. The role routinely uses standard office equipment such as computers, phones, and photocopiers.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms.

Position Type/Expected Hours of Work:

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

Travel:

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

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