Financial Advisor - Columbus, OH

Columbus, Ohio
Depends Upon Experience
March 15 2018

Financial Advisor

Position Description:  Looking to add 1-3 financial advisors to our team here in Columbus, OH.  This position is ideal for a producing financial advisor, who wishes to build a clientele of their own, and own their book of business.  Advisors at our firm are expected to embrace holistic financial planning, and we have three major platforms upon which to engage a potential client: commission based (brokerage), fee-based (advisory) and fee only.  This position does include some startup financial support, and an unlimited ceiling.  This position is ideal for the advisor who seeks greater autonomy and the ability to grow into leadership as well.  We are a firm that spends a lot of time together, and treats each other like family.  If you’re looking to be part of a great culture, we would love to have a discussion about joining our team. 

Ideal Candidate / Qualifications: Ideal candidate would have 1+ years industry experience, a desire to build a clientele of their own.. Series 6/63 required.  State life/accident/health also preferred but not required. 

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