Wealth Advisor
Culture On Camera · Dayton, OH · 1 mo ago
On-siteConsultingFull-time
Work You'll Do
- Develop comprehensive financial plans, investment analysis, and client meeting prep
- Host client meetings, take notes, and help execute next steps alongside team members
- Build and maintain financial planning deliverables
- Cook up coordination with custodians, CPAs, attorneys, and other professionals
- Manage and maintain internal workflows and client service standards
- Conduct investment research and assist in portfolio implementation through our firm's investment committee
- Stay updated on policy changes and planning strategies through our financial planning committee
- Contribute to improving internal systems, templates, and client experience
How You'll Operate
This role is in office 5 days per week.
Compensation
Initial Salary Floor with % Revenue Payout Structure
Once Payout Exceeds Floor (Sky is the limit)
Confidentiality
This search is being conducted on a strictly confidential basis. Your information will not be shared with the client without your explicit consent.
Requirements
- 5+ years of experience in financial services, preferably in a planning-focused role
- Bachelor's degree required
- Series 65 or 66 (preferred)
- CFP® certification is preferred (or actively pursuing it)
- Solid understanding of core planning areas: retirement, tax, investments, insurance, estate
- Comfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity)
- Strong communication, writing, and organizational skills
- Someone who likes improving systems and isn't afraid to ask, "Why this way?"
- Someone who can take lead on client relationships within six months to a year
Benefits
- 401(k) with 5% Safe Harbor company match
- Health benefits