Before the light bulb was here, our firm has been helping people across send their kids to college, retire in style, protect the ones they love, and more.

We're continuing to build an inspiring, inclusive culture where everyone can bring their best self to the workplace and become one of the best at what they do. As a financial advisor or representative at the Upper Arlington office you'll enjoy:

• Doing meaningful work while controlling your schedule
• Business support in the form of committed mentorship and award-winning training
• Backing from the top-ranked company for the quality of its products and services, and its significant financial strength
• A brand that means financial security - receieiving the highest financial strength ratings from all major rating agencies, and has supported clients for over 165 years

We believe diversity is a business advantage and that people should feel valued for the skills they bring to their work. Our inclusive approach to delivering financial security helps create a distinctive experience for our employees and clients.

We are seeking candidates that prefer a challenge over the eary route in order to acheive much higher compensation, flexibility of their calendar, and have a incredibly rewarding career as you get rewarded for helping others.

• The role offers you amazing opportunity of growth, freedom, and security.
• Financial background is not required. We provide training, paid licensing, a dedicated mentor, and partner you with seasoned advisors to learn from & so you can get started working/making money and learn at your pace.
• Ideal candidate is willing to put in extra work up-front to be set up for success forever.
• Role allows you make an incredible living (average performance 5 year advisors locally are making over $380k), and do so by helping & serving others.
• Role allows you to build reoccurring "passive" income that grows each year.
• We coach to a proven system that provides unimageable growth & success long-term. Our team has one of the highest retention rates in the nation, for our industry.
• 98% of people in this role for five years retire in this role! The compensation (which is increasingly passive), the flexibility, and satisfaction are exponential over time.

Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, define their vision for where they want to go, and provide the financial strategies and support to help them get there. This is a career where changing our clients' lives for the better is also life-changing for you – personally, professionally, and financially. The incentives are in the right place.

Desired Skills and Experience:

• Preferred: prior financial services experience not required -- extensive training platform provided
• Ideal possess entrepreneurial spirit, experience in business development or sales, and interest in business or finance
• Must possess strong self-motivation, interpersonal and communication skills, a high standard of ethics.
• Preferred BA or BS degree from a four-year institution preferred
• Must be an accomplished communicator with strong verbal and written skills
• Must possess a history of personal and professional success..
• Must be located in Columbus/Central Ohio or already planning to move here imminently
• Must pass background check

Comprehensive Benefit Package Includes:

• Most advisors maintain 8 sources of income within the role
• $32k of career launch compensation
• Enhanced commission, renewals, and waived expenses for first 3-4 years
• Unlimited commission, investment management compensation
• Renewal & reoccurring income that grows each year
• Many annual bonus opportunities (These are set in stone. Bonuses clearly written & provided. Each advisor can earn bonuses every year regardless of overall company performance)
• Allowance Pay (Enhances your new business compensation. No restriction on how you use these funds)
• Initial license & all credentials - study material & costs are company paid (example would be becoming a Certified Financial Planner, CFP)
• Leadership Opportunities - You can simply earn these opportunities & they come with additional compensation
• Flexibility of your schedule
• Comprehensive Medical, Dental and Vision Coverage, Health Saving Account
• Life Insurance, Short and Long-term Disability Insurance
• Incredibly Robust Retirement Package: Company-paid Pension Plan, Company paid 401k, access to tax-deferred plans, and access to proprietary fund offering guaranteed growth without fees
• Company Trips to all inclusive resorts - Company paid if advisor hits growth goals (destination examples: Cancun, Dominican Republic, etc.)
• Referral incentives

Pay Expectations: It grows exponentially

• First year advisors average between $100k to $160k in first year
• Advisors 5 years with earn over $380k/year
• Advisors 5 years in top quartile earn over $850k/year
• *These are averages from our local office in Columbus, Ohio.

Career Backgrounds of Advisors Who Have Thrived Here:

• Sales, Account Manager, Consulting, Realtors, Loan Advisors, Banking
• Political Campaign, Lobbyists,
• Teachers, Project Managers
• Customer-Facing Roles like: Restaurant Manager, Hospitality
• Athlete, Sports Background

Job Type: Full-time

Pay: From $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Signing bonus

Weekly schedule:

• Choose your own hours
• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Work Location: In person