Financial Services Specialist

2 weeks ago


Columbus, Ohio, United States FCBank Full time
Job Title: FCBank Wealth Partner

We are seeking a highly skilled and experienced Wealth Partner to join our team at FCBank. As a Wealth Partner, you will be responsible for providing exceptional personalized service to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Develop and implement customized financial plans to meet the unique needs of our clients.
  • Provide expert advice on investment strategies, wealth management, and financial planning.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with market trends and regulatory changes, ensuring our clients receive the best possible advice.
  • Collaborate with internal teams to provide comprehensive financial solutions to our clients.
Requirements:
  • 4-year degree in a related field or equivalent combination of education and experience.
  • Minimum 10 years of experience in Wealth Management, Wealth Advisement, or a related field.
  • 15+ years of experience in banking, financial services preferred.
  • Proven experience advising clients on investments, pre-retirement, education funding, and financial planning.
  • CFP or similar professional designation preferred.
  • FINRA Series 7 and 63 licenses plus OH Life & Health license preferred and may be required within 180 days.
Benefits:
  • Medical, Dental, Vision & Life Insurance
  • 401K with company match and profit-sharing program
  • Paid Time Off & Recognized Holidays
  • Leave policies
  • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
  • Employee Assistance Program
  • Employee Health & Wellness Program
  • Special Loan and Deposit Rates
  • Gradifi Student Loan Paydown Plan
  • Rewards & Recognition Programs and much more

Eligibility requirements apply. FCBank is an Equal Opportunity Employer/Affirmative Action: Minority, Female, Veteran, Persons with Disabilities.


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