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Masis Professional Group provided pay range
This range is provided by Masis Professional Group. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$55,000.00/yr - $65,000.00/yr
Additional compensation types
Annual Bonus and Commission
Direct message the job poster from Masis Professional Group
Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)
Our client, a growing independent financial planning firm, is seeking a motivated Financial Advisor to join their team in Dublin, Ohio. This is a unique opportunity for an early-career lead advisor ready to take the next stepoffering the chance to inherit a partial book of business while actively building your own client base in a collaborative, team-oriented environment.
Key Responsibilities:
- Serve as the primary advisor for a partial client book, delivering tailored retirement, investment, and insurance solutions
- Cultivate new client relationships through outreach, referrals, and community engagement
- Lead planning meetings, develop financial plans, and support implementation
- Collaborate with internal planning and operations teams to ensure a seamless client experience
- Utilize firm systems, tools, and workflows to drive efficiency and compliance
Qualifications:
- 2+ years in a financial advisory, planning, or relationship management role
- Series 65, or Series 7 & 66 required
- Life & Health license preferred (or willingness to obtain)
- CFP designation or in pursuit preferred
- Proven ability to build client relationships and generate new business
- Strong communication, organization, and interpersonal skills
Whats Offered:
- A defined path to a draw-based compensation model
- Inherited clients and access to internal referrals
- Operational and planning support
- Professional culture rooted in trust, mentorship, and career growth
Interested in learning more? Apply now to explore this opportunity and take the next step in your advisory career.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Finance-
Industries
Financial Services, Investment Advice, and Investment Management
Referrals increase your chances of interviewing at Masis Professional Group by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
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