Position: Lead Financial Advisor. We are looking for someone who wants to relocate to beautiful, rural southern Ohio and be part of a thriving small-town community. We have a solid local client base that we need help servicing. If this fits your lifestyle, you could be a big fish in a small pond with a great career path. You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creat...
Position: Lead Financial Advisor. You will be responsible for delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash flow planning. . We have a team approach, and you will collaborate with your client advisor team, specialists and other support staff. Our cli...
