Hiring: Financial Advisor Company: BizOps Collective Location: New Albany, OH Job Posted Time: 2026-09-15 11:40:39 Target Skills & Keywords : Financial Planning, Microsoft Office, Salesforce, Wealth Management About the job Experience: •10+ years of Financial Advisor experience with depth in financial planning, retirement income strategies, managed assets, investments, annuities, and tax-aware planning. Required Skills: •As the firm’s second Financial Advisor, you’ll work directly alongside the President to serve, retain, and expand an established client base while helping shape the future of the advisory practice. •You’ll lead client relationships, financial planning conversations, portfolio and retirement reviews, educational workshops, and planning strategies while identifying opportunities to deepen relationships and grow assets through holistic advice. •This is not a volume-for-volume’s-sake environment. •The focus is high-touch service, thoughtful advice, long-term relationships, and an educator-first approach — supported by strong operations, clear processes, and an established platform. •The firm operates with an enterprise-first, one-firm mindset. •Client relationships and assets belong to the firm, and Advisors work collaboratively within a unified service model rather than operating independent, siloed practices under the same roof. •The objective is sustainable growth: continuing to expand fee-based managed assets while identifying appropriate insurance, annuity, rollover, retirement, and broader planning opportunities based on each client’s needs. •WHAT MAKES THIS ROLE STAND OUT Compensation: •$100,000 - $120,000 / year •Health insurance, 401(k) with company match, paid holidays, and PTO Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!