What are the responsibilities and job description for the Financial Advisor position at Teksky LLC?
Financial Advisor — Columbus, OH (Onsite)
Our client, a rapidly growing wealth management firm, is seeking a driven, client-focused Financial Advisor to join their Columbus office.
They specialize in helping pre-retirees through a comprehensive financial planning process that includes fee-based investments, fixed indexed annuities, and life insurance. With a powerful marketing engine—spanning TV, radio, digital campaigns, and live events—you’ll benefit from a full calendar of warm, qualified prospects so you can focus on what you do best: building relationships and closing business.
Compensation: $110,000 as base Commissions, Bonuses, and more
What You’ll Do
- Lead first and second meetings with warm, qualified prospects
- Build and present clear, written financial plans
- Implement tailored investment and insurance strategies
- Nurture long-term relationships and grow your personal book of business
What Makes You a Fit
- Active Series 65 (or 66 7) and Life & Health licenses
- Strong sales, communication, and client relationship skills
- Coachable, motivated, and passionate about helping clients succeed
Why This Opportunity Stands Out
- No cold prospecting — your calendar is consistently filled with qualified leads
- Dedicated marketing and operations support so you can focus on clients
- A proven planning process, strong team culture, and real career growth potential
Salary : $80,000 - $120,000