Finance Jobs in New Philadelphia, OH

1 job found

Include remote jobs

2mo ago

Financial Advisor

NEST Capital New Philadelphia, OH

New Philadelphia, OH

2mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jun 26, 2026).

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

View full job page →

Get Finance Jobs in New Philadelphia, OH alerts

New Finance Jobs in New Philadelphia, OH, daily.