Jackson Wealth Management · 2 months ago
Financial Advisor / Wealth Management Associate
Findlay, OH
Full-time
Onsite
Mid, Senior Level
$65K/yr - $140K/yrJackson Wealth Management is an independent fiduciary advisory firm with over 30 years of experience, dedicated to helping clients achieve clarity and long-term success in their financial lives. They are seeking a driven and entrepreneurial-minded Financial Advisor / Wealth Management Associate who will support client engagement and planning initiatives, with the potential to grow into a leadership role.
Financial Services
Responsibilities
Support the preparation and follow-up for client strategy and tax planning meetings
Assist in building Holistiplan tax scenarios and analyzing opportunities to improve client outcomes
Contribute to developing and maintaining Chart Your Course™ one-page action plans for clients
Participate in team meetings to review client strategies, planning outcomes, and service enhancements
Conduct research and analysis on investment strategies, portfolios, and market insights
Develop and maintain professional relationships with clients through follow-up and service excellence
Assist with documentation, data organization, and workflow improvements to enhance operational efficiency
Demonstrate initiative by identifying opportunities to elevate client experience and firm processes
Pursue required FINRA and state licensing (SIE, Series 7, 66, and Life & Health) within a structured, supported timeline
Qualification
Required
High-caliber, entrepreneurial-minded professional
Driven, disciplined, and passionate about building deep, consultative client relationships
Ability to support the preparation and follow-up for client strategy and tax planning meetings
Assist in building Holistiplan tax scenarios and analyzing opportunities to improve client outcomes
Contribute to developing and maintaining Chart Your Course™ one-page action plans for clients
Participate in team meetings to review client strategies, planning outcomes, and service enhancements
Conduct research and analysis on investment strategies, portfolios, and market insights
Develop and maintain professional relationships with clients through follow-up and service excellence
Assist with documentation, data organization, and workflow improvements to enhance operational efficiency
Demonstrate initiative by identifying opportunities to elevate client experience and firm processes
Pursue required FINRA and state licensing (SIE, Series 7, 66, and Life & Health) within a structured, supported timeline
Competence and character
Coachable, curious, and committed to personal and professional growth
Entrepreneurial and self-motivated, with a passion for building meaningful relationships
Strong work ethic and disciplined follow-through
Exceptional communication and organizational skills
Deep respect for the fiduciary standard and a commitment to ethical client service
Understanding that true success comes from delivering fantastic value and consistent service — not aggressive sales tactics
Embrace accountability, personal growth, and continuous improvement
Demonstrate long-term thinking and alignment with Jackson Wealth Management's mission and culture
Preferred
Bachelor's degree in Finance, Financial Planning, Business, Accounting, or a related field
Current or pending FINRA licensing (SIE, Series 7, 66) and Ohio Life & Health preferred but not required
Experience in wealth management, tax strategy, or financial planning a plus
High proficiency with Microsoft Office, financial planning software, and CRM systems
Demonstrated leadership experience or entrepreneurial initiative
Benefits
Competitive base salary or draw
Performance-based incentives
Revenue-sharing opportunities
Licensing and continuing education reimbursement
Company
Jackson Wealth Management
At Jackson Wealth Management, we don’t just manage money — we help clients chart a course toward clarity, confidence, and lasting financial freedom.
Founded in 2007
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase