Stark Financial Group, Inc. · 13 hours ago
Financial Advisor
Westerville, OH
Full-time
Hybrid
Mid LevelStark Financial Group (SFG) provides comprehensive wealth management and tax consulting tailored to the unique needs of high-net-worth families and business owners. The Financial Advisor role involves operating independently while leveraging the firm's extensive support network to offer personalized financial strategies and planning to clients.
Financial Services
Hiring Manager
Sean Stark, CPFA
Qualification
Required
Experience in Financial Planning and Retirement Planning, with a strong understanding of client-focused financial strategies
Series 6 and 65 minimum, Series 7 preferred
Proven expertise in Investments and Financial Advisory, including portfolio analysis and management
Exceptional communication and interpersonal skills to build and maintain trust with high-net-worth clients
Ability to work independently and collaboratively in a hybrid work environment
Preferred
Series 7 preferred
Relevant certifications such as CFP, CFA, preferred but not necessary
Proficiency in financial planning software and tools is a plus
Company
Stark Financial Group, Inc.
STARK means complete and absolute and at Stark Financial Group, Inc.
Founded in 2016
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase