Finance Jobs in New Albany, OH

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1mo ago

Financial Advisor

BizOps Collective New Albany, OH

New Albany, OH

1mo ago Closed

$100k - $400k/yr Full time Advisor Analytical Skills Client Relations

This position is no longer accepting applications (closed Aug 18, 2026).

Job Description

This relationship-driven Financial Advisor role in New Albany, OH at BizOps Collective focuses on servicing and expanding client relationships through comprehensive planning and advisory services using eMoney.

Responsibilities

Collaborate with the President to service, retain, and expand existing client relationships while pursuing new opportunities through a collaborative advisory model.
Lead discovery meetings, annual reviews, strategy sessions, and ongoing planning discussions with prospective and current clients.
Build trusted relationships by delivering proactive, high-touch service and ongoing financial guidance aligned with life events, market shifts, and evolving priorities.
Act as the primary point of contact for client questions, planning conversations, and financial recommendations.
Develop, update, and present comprehensive financial plans using eMoney, including retirement projections, cash flow analysis, tax-aware scenarios, and Roth conversion planning.
Review portfolios and financial plans to identify opportunities across retirement planning, investment management, insurance and risk management, long-term care planning, outside retirement assets, bank-held assets, maturing CDs, tax mitigation strategies, and estate planning coordination.
Educate clients on planning recommendations in a clear, consultative manner to support informed decision-making.
Collaborate with the President on complex planning strategies, investment recommendations, and advanced client cases as needed.
Identify opportunities to grow assets under management by uncovering outside assets, repositioning investments, and expanding relationships through holistic planning conversations.
Lead educational seminars, webinars, retirement planning workshops, and client appreciation events to strengthen engagement, generate referrals, and support business development initiatives.
Represent the firm professionally within the community through networking, educational events, and strategic partnerships.
Stay current on market conditions, regulatory changes, investment products, retirement planning strategies, and industry best practices to enhance client recommendations.
Partner with the client service team to coordinate account openings, transfers, rollovers, beneficiary updates, custodial paperwork, and service requests.
Proactively troubleshoot paperwork issues, missing documentation, and processing delays while coordinating with custodians and internal teams.
Maintain accurate, audit-ready client records, meeting notes, disclosures, planning updates, and follow-up activities within the CRM and financial planning systems.
Monitor client opportunities, action items, and revenue-generating activities in line with firm processes and compliance expectations.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
8–10+ years of experience as a Financial Advisor within a holistic wealth management, independent advisory, or financial planning firm.
Active Ohio Life & Health Insurance License and FINRA Series 6 or 7, plus Series 65 or 66 licensing (required).
CFP®, AIF®, or other advanced financial planning designation is highly preferred.
Strong knowledge of annuity products, retirement income planning, and holistic financial planning strategies including retirement planning, investment management, long-term care planning, retirement account rollovers, asset consolidation, maturing CDs, Roth conversions, tax-efficient distributions, estate planning coordination, and related needs.
Proficiency with Microsoft Office Suite, DocuSign, Redtail CRM, and eMoney planning software.
Working knowledge of additional platforms such as CRM systems, planning software, portfolio management tools, and custodial technology (e.g., Salesforce, Wealthbox, MoneyGuide, Tamarac, Orion) is preferred.
Analytical and strategic thinking skills with the ability to interpret financial data, assess risk, and translate insights into actionable client guidance.
Growth mindset, adaptability, and commitment to ongoing learning while applying proven processes for scalable growth.
Exceptional communication and relationship-building abilities to establish trust and deliver an outstanding client experience.
Confident presenter capable of leading educational workshops, retirement seminars, webinars, and client presentations for individuals and larger audiences.
Highest standard of professionalism, integrity, confidentiality, and ethical judgment.
Business-minded and results-oriented with a proactive approach to identifying opportunities and delivering outcomes.
Strong organizational and time-management skills to manage multiple client relationships and deadlines.
Willingness to work outside standard business hours to support events and industry activities.

Technologies

eMoney
DocuSign
Redtail CRM
Microsoft Office Suite
Salesforce
Wealthbox
MoneyGuide
Tamarac
Orion

Benefits

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Compensation

Salary: $100,000.00 - $400,000.00 per year

Location

New Albany, OH (onsite)

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