Financial Advisor

1 month ago


Columbus, United States LHH Recruitment Solutions Full time
Job DescriptionJob Description

LHH is currently seeking a talented Financial Advisor to join our client’s team in Columbus, OH. This position involves working closely with current clients to provide comprehensive wealth management and business advice, including compensation, culture, and retention strategies. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals. This opportunity will sit onsite with the team in downtown Columbus with parking provided.

 

Key Responsibilities:

  • Offer business advice on compensation, culture, retention, and other strategic areas.

  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.

  • Conduct regular reviews of clients’ financial plans and make adjustments as needed.

  • Stay up-to-date with market trends and regulatory changes to provide informed advice.

  • Collaborate with other team members to ensure a holistic approach to client service.

  • Participate in client events and seminars to promote the company’s services.

 

Qualifications:

  • Bachelor’s degree in Finance, Business, or a related field.

  • Certified Financial Planner (CFP) designation preferred.

  • Minimum of 5 years of experience in financial planning or wealth management.

  • Strong knowledge of investment products, financial planning, and business advisory services.

  • Excellent communication and interpersonal skills.

  • Ability to build and maintain strong client relationships.

  • Proficiency in financial planning software and Microsoft Office Suite.

  • High level of integrity and professionalism.

 



Pay Details: $75,000.00 to $90,000.00 per year

Search managed by: Jessica Robbins

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance



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