What are the responsibilities and job description for the Financial Advisor position at The Well Recruiting Solutions?
🚀 We're Hiring: Financial Advisor (Entrepreneurial Opportunity – Dublin, OH)
The Well Recruiting Solutions is proud to partner with a highly respected, long-standing financial firm in Columbus, Ohio to find a dynamic Financial Advisor ready to make a meaningful impact.
This is an incredible opportunity for a motivated, growth-oriented advisor to step into a role with strong marketing support, warm lead flow, and the ability to build a significant book of business within an established organization.
🌟 Why This Firm?
✔ 28 years of expertise in pension & retirement planning
✔ Loyal, local client base
✔ Heavy investment in marketing (TV, radio, seminars, digital)
✔ Supportive, entrepreneurial culture with a collaborative team
💼 What You’ll Do
As a key advisor on the team, you will:
- Guide clients from discovery through planning and onboarding
- Work warm leads and leverage a robust internal database
- Meet clients onsite or via Zoom (no in-home appointments)
- Present at seminars and webinars
- Partner with internal operations for planning & servicing
🔍 Who We’re Looking For
You're a strong fit if you’re:
- Licensed (Series 65 active Insurance license)
- Experienced (3 years in advising or financial sales)
- A proven closer with self-starting drive
- Coachable, team-oriented, and able to work independently
- Local to Columbus (relocation not preferred)
💰 Compensation & Benefits
- $70,000 base salary
- 20% of AUM annuity production
- Target Year 1 earnings: $150,000–$200,000
- PTO paid holidays
- 401(k) with 3% company match after year one
- Note: Health insurance not provided
📩 Interested? Let’s Connect.
Salary : $150,000 - $200,000
