Stark Financial Group
Company Description
Stark Financial Group (SFG) provides comprehensive wealth management and tax consulting tailored to the unique needs of high-net-worth families and business owners. As an independent firm, SFG offers customized investment, retirement, and tax-efficient strategies, ensuring clients’ financial goals are met with precision. With a team boasting over 100 years of combined experience, SFG helps clients grow, protect, and manage their wealth with confidence. Serving clients from a highly personalized and strategic approach, the firm emphasizes long‑term financial planning built on diversified portfolios and retirement income design. SFG is committed to providing clarity and confidence in financial decision‑making.
Role Description This is an independent advisor role located in Westerville, OH, with flexibility for some remote work. I would have loved to have found an environment like ours 20 years ago when I was early in my career. Our advisors have the freedom to operate their own business while benefiting from our extensive support network. We provide a collaborative environment where they can leverage our resources, yet maintain autonomy in serving their clients. Please go to our landing page for more information. https://starkfgi.com/advisor-opportunities/
Qualifications
Experience in Financial Planning and Retirement Planning, with a strong understanding of client-focused financial strategies.
Series 6 and 65 minimum, Series 7 preferred.
Proven expertise in Investments and Financial Advisory, including portfolio analysis and management.
Exceptional communication and interpersonal skills to build and maintain trust with high-net-worth clients.
Relevant certifications such as CFP, CFA, preferred but not necessary.
Proficiency in financial planning software and tools is a plus.
Ability to work independently and collaboratively in a hybrid work environment.
Referrals Referrals increase your chances of interviewing at Stark Financial Group by 2x.
Get notified about new Financial Advisor jobs in Westerville, OH.
#J-18808-Ljbffr
Role Description This is an independent advisor role located in Westerville, OH, with flexibility for some remote work. I would have loved to have found an environment like ours 20 years ago when I was early in my career. Our advisors have the freedom to operate their own business while benefiting from our extensive support network. We provide a collaborative environment where they can leverage our resources, yet maintain autonomy in serving their clients. Please go to our landing page for more information. https://starkfgi.com/advisor-opportunities/
Qualifications
Experience in Financial Planning and Retirement Planning, with a strong understanding of client-focused financial strategies.
Series 6 and 65 minimum, Series 7 preferred.
Proven expertise in Investments and Financial Advisory, including portfolio analysis and management.
Exceptional communication and interpersonal skills to build and maintain trust with high-net-worth clients.
Relevant certifications such as CFP, CFA, preferred but not necessary.
Proficiency in financial planning software and tools is a plus.
Ability to work independently and collaboratively in a hybrid work environment.
Referrals Referrals increase your chances of interviewing at Stark Financial Group by 2x.
Get notified about new Financial Advisor jobs in Westerville, OH.
#J-18808-Ljbffr