Financial Planner (Wealth Management)

Right Choice Resources is seeking a Financial Planner to support its wealth management team serving clients across the Columbus, OH area. In this hybrid role based in Westerville, you will work alongside experienced Financial Advisors to build and refine comprehensive financial plans through detailed analysis and scenario evaluation.

This position is designed for someone who enjoys technical work, data accuracy, and planning depth, with an intentional path to increased advisor responsibilities over time. The role includes an initial period of in-office training followed by a hybrid schedule.

Key Responsibilities

• Develop, review, and update comprehensive financial plans for individuals and families.
• Analyze client financial situations, including retirement savings, investments, income, expenses, insurance coverage, and estate planning needs.
• Use financial planning software to model strategies and compare scenarios.
• Spot opportunities to strengthen plans, with emphasis on retirement, investment, tax, and estate planning.
• Review financial information to find errors, inconsistencies, missing details, and additional planning opportunities.
• Research financial planning strategies and support advisors with recommendations aligned to client goals.
• Prepare financial reports, presentations, and client meeting support materials.
• Participate in client meeting discussions when appropriate and help with follow-up tasks tied to plan updates.
• Maintain accurate client information across financial planning software, CRM systems, and other internal platforms.
• Coordinate with investment, insurance, and operations professionals to support comprehensive planning outcomes.
• Follow established procedures for documentation, confidentiality, and regulatory compliance.
• Contribute to improving financial planning processes and overall operational efficiency.

Requirements

• Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, Business, or a related field.
• At least 2 years of experience in financial planning, wealth management, or a closely related financial services role.
• Strong understanding of financial planning principles and the ability to analyze financial information.
• Exceptional attention to detail, including the ability to identify errors or inconsistencies in financial data.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Intermediate to advanced Microsoft Excel skills.
• Ability to manage multiple responsibilities and deadlines while maintaining accuracy.
• Ability to work independently and collaborate with advisors and team members.
• CFP® certification or active pursuit, with the goal of obtaining certification within approximately one year.
• Interest in continuing to develop financial planning expertise and growing into a Financial Advisor role over time.

Technologies

• Microsoft Excel

Benefits

• 401(k)
• Health insurance

Preferred Qualifications

• CFP® certification.
• Experience preparing comprehensive financial plans for individuals and families.
• Experience or strong interest in estate planning.
• Knowledge of retirement planning, investments, tax strategies, insurance, and cash flow management.
• Experience working with high-net-worth clients.
• Experience using financial planning software and CRM systems.
• Securities Industry Essentials (SIE), Series 7, or Series 66 licensing.

Location and Schedule

• Westerville, OH 43081 (hybrid)
• Office is located 10 miles north of downtown Columbus.
• Start date requires being in the office daily for the first 90 days.
• After approximately 90 days, schedule typically includes 3 days in the office and 2 days working remotely.

Compensation

• Salary: USD 60,000 - 100,000 per year
• Additional pay: $60,000-$85,000 plus a 10% bonus (negotiable based on experience)

Licensing Statement

Candidates who do not currently hold the necessary securities licenses must be willing and able to obtain required licensing within their first year of employment.

Application Questions

• Do you currently hold your CFP® certification, or are you actively pursuing it?
• Are you comfortable working in an office 5 days per week during the first 90 days, followed by 3 days in the office and 2 days remote?