Wealth Management Advisor (Dublin)

Wealth AdvisorLocation: Dublin, OH - onsiteOur client seeks a Wealth Advisor in the financial planning and advisory department to join their team in a full-time capacity. Are you a professional CFP who enjoys building long-term client relationships? Do you thrive on delivering comprehensive financial planning solutions across investments, tax, insurance, and retirement strategies? Are you motivated by both client success and business development? If yes, this may be the perfect Wealth Advisor position for you. Keep scrolling to see what this company has to offer.The Perks!Compensation: $90,000 - $120,000, based on experienceBenefits: 401k in progress, newly implemented health, life, and dental insurance, paid time offSpecial perks: no time clock culture, seasonal early office closure on Fridays, profit sharing across company, flexible schedule for client meetingsA Day in the Life of the Wealth AdvisorIn this role, you'll serve as the primary point of contact for clients, guiding them through holistic financial planning strategies while helping them achieve their long-term goals. You'll balance relationship management, financial plan development, and business growth initiatives, contributing directly to the firm's success. This position plays a key role in delivering a high-quality client experience while driving new business and strengthening strategic partnerships.Responsibilities include:Serve as the primary advisor and relationship manager for clientsConduct client meetings, reviews, and present financial planning and investment recommendationsDevelop and implement comprehensive financial plans aligned with client goalsAnalyze investments, insurance coverage, retirement plans, and tax strategiesCollaborate with clients' external advisors to deliver holistic financial guidanceDrive new business development through prospect meetings and follow-upsMaintain and grow existing client relationships while meeting annual growth goalsSupport and participate in client events and firm marketing initiativesUtilize CRM tools (e.g., Redtail) to manage client service requests and workflowsPartner with leadership on firm strategy, operations, and financial goalsEnsure compliance with firm policies, procedures, and industry regulationsMentor and support team members in financial planning and business developmentContribute to process improvements and operational efficiency initiativesRequirements and Qualifications:CFP certification required5+ years of experience in a financial advisor or wealth management roleProven ability to develop and manage client relationships/strong book of businessSeries 65 license requiredPrior Holistic financial planning experienceStrong business development/prospecting experienceExcellent written and verbal communication skillsProficiency in planning software + independent client management + in-office requirementAbility to prioritize tasks and manage time effectivelyWillingness to travel up to 25%About the Hiring Company:Our client is a comprehensive financial planning firm dedicated to helping clients achieve long-term financial success through personalized strategies. Their team focuses on delivering a high-touch client experience backed by deep technical expertise across all areas of wealth management. They foster a collaborative, growth-oriented environment where advisors play a key role in shaping both client outcomes and the firm's future.Come Join Our Advisory Team!Start by filling out this 3-minute, mobile-friendly application here. We look forward to hearing from you!