Talent.com
Staff Financial Advisor
Staff Financial AdvisorSummit Financial Strategies • Columbus, OH, US
Staff Financial Advisor

Staff Financial Advisor

Summit Financial Strategies • Columbus, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Salary : 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 firms Core Values, Ground Rules, and Mission Statement

  • Utilize skillset on one of our firms 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 :

  • Bachelors 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, were 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 operationsand 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

    www.summitfin.com

    [job_alerts.create_a_job]

    Financial Advisor • Columbus, OH, US

    [internal_linking.similar_jobs]
    Associate Financial Advisor

    Associate Financial Advisor

    Hamilton Capital • Columbus, OH, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen.At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovat...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Advisor

    Financial Advisor

    Thrivent • Columbus, OH, US
    [job_card.full_time]
    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people y...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Financial Advisor

    Lead Financial Advisor

    rebel Financial • Groveport, OH, US
    [job_card.full_time]
    Atrebel Financial, were not just another advisory firm were a movement to rebuild finance from the inside out.As a Certified B Corporation, were proving that you can grow a thriving, profitable bus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDash • Circleville, OH, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor II

    Wealth Advisor II

    First Merchants Bank • Columbus, OH, US
    [job_card.full_time]
    First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Financial Advisor - Columbus, OH

    Lead Financial Advisor - Columbus, OH

    Antolino and Associates • Columbus, OH, US
    [job_card.full_time]
    Salary : $100k + Bonus depending on experience.Position : Lead Financial Advisor.You will be responsible for delivering value to existing and new clients from understanding each clients unique needs,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    The Misch Group • Columbus, Ohio, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are seeking a highly motivated and experienced Financial Advisor to join our growing team.The ideal candidate will provide comprehensive financial planning and investment management services to ...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Services • Columbus, OH, United States
    [job_card.full_time]
    Financial Professional - OH, Columbus (5202) ( 250000IN ).UNITED STATES-OH-Columbus, UNITED STATES-OH-Cleveland.Our network of over 4,300 financial professionals across the U.In total, Equitable Ad...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Staff Accountant

    Staff Accountant

    HopSkipDrive • Columbus, OH, US
    [job_card.full_time]
    At HopSkipDrive, our goal is to create opportunity for all through mobility.We're a technology company that solves complex transportation challenges where there is a heightened need for safety, equ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Staff Accountant I

    Staff Accountant I

    CESO Inc • Columbus, Ohio, United States, 43085
    [job_card.full_time]
    Are you seeking purpose, challenge, and talented colleagues? We develop leaders and empower our associates to use their skills and talents to positively impact the world through service to our cow...[show_more]
    [last_updated.last_updated_variable_days]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Dublin, Ohio
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Staff Accountant

    Staff Accountant

    CFS • Columbus, Ohio, United States
    [job_card.full_time]
    Staff Accountant Columbus, OH Salary : $70k-$80k.This highly reputable, vastly growing, industry leader here in Columbus has retained CFS to help them hire a Staff Accountant to join their accountin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Aid Services Advisor

    Financial Aid Services Advisor

    Paul Mitchell Schools • Columbus, OH, USA
    [job_card.full_time]
    [filters_job_card.quick_apply]
    PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID / SERVICES LEADER.The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid appli...[show_more]
    [last_updated.last_updated_30]
    Travel Occupational Therapist (OT) - $1,737 to $1,904 per week in Seaford, DE

    Travel Occupational Therapist (OT) - $1,737 to $1,904 per week in Seaford, DE

    AlliedTravelNetwork • Delaware, US
    [job_card.full_time]
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Occupational Therapist (OT) in SEAFORD, Delaware, 19973!. Job Description & Requirements.Occupational Therapist - Sk...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Holdings • Columbus, OH, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Professional - OH, Columbus (5202)

    Financial Professional - OH, Columbus (5202)

    Equitable Advisors LLC • Columbus, OH, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Staff Accoutant

    Staff Accoutant

    Creative Financial Staffing • Columbus, Ohio, United States
    [job_card.full_time]
    Join a Growing, Dynamic Organization as a Staff Accountant Our client, a thriving and well-established equipment solutions provider headquartered in Columbus, OH, is seeking a detail-oriented and p...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor II

    Wealth Advisor II

    First Merchant's Bank • Columbus, OH, United States
    [job_card.full_time]
    First Merchants Bank is seeking a Wealth Advisor II to join our team! This position will assist Wealth Advisors and Senior Wealth Advisors with developing new client relationships through prospecti...[show_more]
    [last_updated.last_updated_30] • [promoted]