Jobs
>
Columbus

    Staff Financial Advisor - Columbus, United States - Summit Financial Strategies

    Summit Financial Strategies
    Summit Financial Strategies Columbus, United States

    5 days ago

    Default job background
    Description

    Job Description

    Job DescriptionSalary:

    Title:

    Staff Financial Advisor

    Status:

    Full-time salaried

    Reports to:

    Director of Operations of Client Service Team

    Job Summary

    The Staff Financial Advisor has broad responsibility for client satisfaction and supports the lead advisor in the delivery of all services of the firm. The Staff Financial Advisor is a career path position; therefore, responsibility and client interaction will increase with experience.

    Duties and Responsibilities

    The Staff Financial Advisor position will focus in the following areas:

    • Client Service
      • Coordinate with team members to provide consistent, effective client support and service
      • Ensure timely follow up to client requests and act as point of contact when lead advisor is unavailable
      • Prepare financial statements and portfolio performance reports
      • Input tax and payroll data for income tax projections
      • Input data for cash flow and long-term retirement projections
      • Review and summarize estate documents, insurance policies, and employee benefits
    • Strive to increase personal and professional development
      • Continuing education and professional designations (e.g. CFP)
      • Active participation in one or more professional organizations
      • Volunteer in community, professional, and/or charitable organizations
    • Support the long-term strategic plan and vision of the firm
      • Adheres to firm's Core Values, Ground Rules, and Mission Statement
      • Utilize skillset on one of our firm's committees
      • Act as a mentor to Paraplanners and Interns
      • Be viewed as a team player by associates
      • Treat all associates with a high level of respect

    Qualifications

    The Staff Financial Advisor position typically requires the following qualifications:

    • Bachelor's Degree from an accredited college or university (preferably in Financial Planning, Business, Accounting, Finance, or related field)
    • At least 1 year experience in the Financial Services Industry
    • CFP Professional preferred, but not required
    • Proficiency with Microsoft Office Word, Excel, and Outlook required
    • Experience with eMoney or another financial planning software system is preferred, but not required
    • Experience with Orion or another portfolio management software system is preferred, but not required
    • Experience with Salesforce or another customer relationship management system preferred, but not required
    • Problem-solving ability, thoroughness, cautiousness, attention to detail
    • Strong written and verbal communication skills
    • Team player, professional, respectful in interactions with associates and clients
    • Takes initiative to research and resolve issues
    • Strict confidentiality of clients' information is a must
    • Demonstrated competency in financial planning, financial analysis, and investment research and strategies
    • Demonstrated ability to work independently, meet deadlines, and proactively address opportunities and needs

    Salary and Benefits

    Pay/benefits are competitive based on industry standards.

    • Salary rate based on experience
    • Bonus participation after one year with Summit
    • Benefits include health insurance, 401(k) plan, gym membership subsidy
    • Financial support for professional accreditation/continuing education requirements and other education/training opportunities

    About Summit

    Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.7 billion in client assets. While some RIA firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we're always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing, and encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. Our office is located at Easton Town Center, the premier shopping and entertainment district in central Ohio. We can help move your career from Now to Next.

    Summit Financial Strategies, Inc. is an Equal Opportunity Employer

  • FusionWorks

    Financial Advisor

    1 week ago

    FusionWorks Gahanna, United States

    About the Company · The Oberender AG is one of the leading management consulting firms in the healthcare sector. Our diverse range of services includes strategy development and implementation, as well as assuming management functions. Our clients include hospitals, private and pu ...

  • Skylight Financial Group

    Financial Advisor

    5 days ago

    Skylight Financial Group Ohio, United States

    Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training and mentoring, and the advantage of carrying the banner of a 170+ year-old, Fortune 100 company with over $600 billion in assets. · As an Advisor, y ...

  • Magellan Financial & Insurance Services, Inc.

    Financial Advisor

    1 week ago

    Magellan Financial & Insurance Services, Inc. Columbus, United States

    Elite Salary + Rev Share | Zero Prospecting | Unparalleled Support | Top Mentorship · Asset Preservation Wealth & Tax () is built and run by advisors who meet with clients/prospectswe eat what we cook. We're not the brainchild of former or failed advisors, a massive bureaucracy, ...

  • Lifetime Financial Growth

    Financial Advisor

    1 week ago

    Lifetime Financial Growth Columbus, United States

    Job Description · Job DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals · BENEFITS · You can't attract quality people with a second-best compensation package. As a Financial Advisor, you'll be part of a recognized, respec ...

  • Insight Financial Planning

    Financial Advisor

    1 week ago

    Insight Financial Planning Columbus, United States

    Job Description · Job Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. · Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship bu ...

  • OPOC

    Financial Advisor

    6 days ago

    OPOC Columbus, United States

    Job Description · Job DescriptionJob Description: (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written commu ...

  • Capital Asset Management, Inc.

    Financial Advisor

    1 week ago

    Capital Asset Management, Inc. Columbus, United States Full time

    Capital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions. · Applicants must hav ...

  • beBee Handyman

    Financial advisor for personalized advice

    1 week ago

    beBee Handyman Urbancrest, OH, United States Freelance

    1. Our Spanish company, 3dled, is looking to purchase LED materials from a company in Urbancrest, OH. As we are a company outside of Mexico, do we still need to pay Mexican VAT? · 2. We plan to sell these materials to Promo Espacio, a Mexican company, with a margin. Should we inv ...

  • Elite Advisor Network

    Financial Advisor Coach

    1 week ago

    Elite Advisor Network Franklin, United States

    Financial Advisor Coach · Position Overview · Are you passionate about fostering transformational change and driving exceptional outcomes? We are thrilled to announce the opportunity for a full-time Financial Advisor Coach to join our team. We seek a Financial Advisor Coach to s ...

  • Wright-Patt Credit Union

    Senior Financial Advisor

    1 week ago

    Wright-Patt Credit Union Columbus, United States

    Job Description · Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Fin ...

  • KEMBA Financial Credit Union

    Junior Financial Advisor

    1 week ago

    KEMBA Financial Credit Union Columbus, United States

    Job Description · Job Description · Title: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union M ...

  • Wright-Patt Credit Union

    Senior Financial Advisor

    2 days ago

    Wright-Patt Credit Union Columbus, United States

    Wright Patt Credit Union is Hiring a Senior Financial Advisor for our Retirement Solutions team. This position will cover our Western Columbus & Springfield regions. Outstanding opportunity to help our member-owners with their financial goals. · The Senior Financial Advisor (SFA ...

  • KEMBA Financial Credit Union

    Junior Financial Advisor

    6 days ago

    KEMBA Financial Credit Union Columbus, United States

    Reports to: Director of Wealth Management & Financial Resources · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial go ...

  • Lifetime Financial Growth

    Financial Advisor Assistant

    1 week ago

    Lifetime Financial Growth Columbus, United States

    Job Description · Job DescriptionJob description · The assistant's role is to support the daily operations of the Financial Advisor. The assistant is expected to consult and coordinate with the Advisor on all aspects of their activities and responsibilities. · Critical factors of ...

  • Paramount leadership development

    Financial Advisor Remote

    1 week ago

    Paramount leadership development Columbus, United States

    Job Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...

  • KEMBA Financial Credit Union

    Junior Financial Advisor

    4 days ago

    KEMBA Financial Credit Union Columbus, United States

    Job Description · Job DescriptionTitle: Junior Financial Advisor · Reports to: Director of Wealth Management & Financial Resources · Supervises: None · Status: Exempt · Objective · The Junior Financial Advisor is responsible for serving the financial needs of Credit Union Members ...

  • Paramount leadership development

    Financial Advisor Remote

    1 week ago

    Paramount leadership development Columbus, United States

    Job Description · Job DescriptionAt our company, we believe in more than just building wealth; we're committed to transforming it into meaningful impact, helping individuals achieve their dreams and leave a lasting legacy. Through empowering individuals and families to take contr ...

  • The Bank of America Corporation

    Merrill Team Financial Advisor

    1 week ago

    The Bank of America Corporation Columbus, United States

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Financial Advisor, Advisor, Fi ...

  • Voya Financial Advisors Inc

    Voya Columbus Financial Advisor

    1 week ago

    Voya Financial Advisors Inc Columbus, United States

    Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships. · This position will be resp ...

  • New York State Civil Service

    Senior Advisor Financial Strategies

    1 week ago

    New York State Civil Service Columbus, United States

    Occupational Category Other Professional Careers · Salary Grade NS · Bargaining Unit None listed · Salary Range From $145000 to $150000 Annually · Employment Type Full-Time · Appointment Type Permanent · Jurisdictional Class Non-competitive Class · Travel Percentage 0% · Workweek ...