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Closed on June 26, 2026.
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Job Description
NEST Capital is seeking an experienced Financial Advisor to guide high-net-worth individuals, families, and businesses in New Philadelphia, OH, onsite.
Responsibilities
- Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and objectives
- Serve as the Servicing Advisor on existing practice clients as needed
- Develop, update, and implement comprehensive investment plans covering investments, tax and estate planning strategies, and retirement planning for new and existing clients
- Perform financial analysis and provide recommendations on investment strategies, asset allocation, and risk management
- Collaborate with attorneys, accountants, and other professionals to deliver integrated financial solutions
- Identify and pursue new business opportunities through networking and marketing efforts
- Stay current on industry trends, regulatory changes, and market developments
- Mentor and support junior financial advisors in their professional development
- Participate in business development and growth initiatives
Requirements
- Bachelor's degree in finance, accounting, or related field
- Professional certifications such as CFP or CIMA
- Active Series 7, Series 66 securities registrations and Life & Health Insurance Licenses
- Minimum 5-7 years of experience in investment planning and wealth management
- Proven track record of developing and maintaining client relationships
- Strong analytical, communication, and interpersonal skills
- Ability to work independently and as part of a team
- Strong knowledge of investment planning software and technology
Technologies
- eMoney
Benefits
- Competitive compensation structure, with 1099 options available
- Health insurance
- Dental insurance
- Vision insurance
- 401(k) plan with company match
- Paid time off
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
Preferred qualifications
- Existing book of business of transferable client base strongly preferred
- Additional professional certifications such as CAIA, CPA, CFA
- Experience working with high-net-worth clients
- Familiarity with investment planning software such as eMoney
Ability to relocate
- New Philadelphia, OH 44663: Relocate before starting work (Required)
Work location
- In person
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