Financial Planner/Advisor (Taking Resumes thru Dec 20th)
Libertas Wealth Management Group, Inc. - Dublin, OH

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Description:
Libertas Wealth Management Group is an award-winning, nationally recognized, fee-based financial planning and portfolio management firm located in Dublin, Ohio. We are looking for a friendly, ambitious, detail-oriented individual to join our growing team.

Job Responsibilities:

  • Mastering of our firm's financial planning and portfolio management philosophy
  • Interest in continued education and development of ones own financial planning, investment, and business development expertise
  • Construction, review, and interpretation of financial plans
  • Preparation of materials for client financial plan and performance reviews
  • Meetings with clients to update financial plans, review investment performance, and answer any financial planning questions that come about.
  • Meetings with companies and company retirement plan participants to assist in financial planning, risk management, and portfolio management needs
  • Follow-up work resulting from all client meetings.
  • Responding to any client inquiries received

Requirements:

  • Bachelor's Degree in financial planning, finance, business or related field
  • Related experience in the financial advisory field (i.e. – financial advisor/planner, paraplanner, wholesaler, and other financial planning/portfolio management experience)
  • Willingness to take the CFP® exam (if not already attained) within 2-3 years
  • Strong computer skills -- comfortable with both PC and Apple environments
  • Organizational skills and willingness to learn and use new technology
  • Ability to develop strong client relationships
  • Approachable & friendly, with excellent multi-tasking, critical thinking, leadership, as well as top-notch verbal and written communication skills

Salary & Benefits:

  • Salary ranges from $35-65k commensurate with experience (willing to negotiate generous payout for those who have been acting in a financial advisor capacity prior to joining our firm and already have a book of business).
  • Retirement plan with match
  • Unlimited paid leave and flex time

*Position will be available in January, 2014. We will continue taking resumes, applications, and conducting interviews until December 20th.


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About this company
Founded in 2004, Libertas Wealth Management Group is a private financial planning and portfolio management firm serving individuals and...