Lead Financial Advisor - Southern Ohio

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Gallipolis, Ohio, United States Full-time Posted 30+ days ago

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, creating financial plans for clients, structuring the investment portfolio that aligns with the plan, analyzing insurance needs and solutions, and cash…

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