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We are a financial planning firm located in Columbus, Ohio. We are seeking a lead advisor looking to bring on clients to the firm and do workshops in the community for our firm. We pay for all marketing and have a marketing machine and appointments will be put on your calendar each week. You will also have the ability to work only with bringing-on clients. All other responsibilities will be delegated so you can do what you do best and give the utmost service to our clients.
Minimum Requirements:
Please review this short video of our CEO Joe walking through our core foundations prior to applying, to ensure you are the right fit for our team:
https://youtu.be/hsV98VaCZrA
Job Type: Full-time
Pay: From $200,000.00 per year
Benefits:
Compensation package:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
$87k-109k (estimate)
04/14/2024
08/10/2024