Financial Services Professional

1 day ago


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

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.

Job Summary:

We are seeking a highly skilled Financial Advisor to join our team at our Dublin, Ohio office. The successful candidate will be responsible for identifying client needs and delivering exceptional service to meet those needs, coordinating the client services team to ensure effective delivery of services, and contributing to the growth of the firm by attracting new clients and identifying opportunities to grow existing relationships.

Key Responsibilities:
  • Manage client relationships, guiding clients through their wealth management, financial planning, and investment decisions.
  • Develop and present financial planning recommendations and/or alternatives to clients.
  • Coordinate the work of the client services team and provide consistent and constructive feedback to other professionals.
  • Contribute to the building of the firm brand through active participation in marketing initiatives.
  • Participate in projects and initiatives that improve the firm and its culture.
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, knowledgeable demeanor.
Work Environment:

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 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.


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