Relationship Financial Advisor

Job Description

Job Title: Relationship Financial Advisor

Company: Scott Financial Group (Home of Ohio Pension Advisors).

Location: Hybrid (Office/Remote), 3989 Broadway Grove City, Ohio 43123

Schedule: 4-Day Work Week (Flexible Days)

Compensation:  $56,000 Base Compensation

About Scott Financial Group:

Scott Financial Group, established in 2011, is a client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. We believe in building long-term relationships and providing personalized financial guidance. SFG fosters a collaborative and supportive work environment. We are committed to employee growth and offer opportunities for advancement within the company.

Job Description:

As a Relationship Financial Advisor, you will play a crucial role in nurturing and expanding our client relationships. You will be the primary point of contact for an assigned portfolio of 50-100 households, providing exceptional service and identifying opportunities to enhance their financial well-being. This hybrid role offers a flexible 4-day work week, balancing office collaboration with remote work.

Responsibilities:

Client Relationship Management

• • Serve as the main point of contact for assigned clients, building strong, trusting relationships.
  • Conduct regular reviews to assess client financial situations, identify risks, and uncover opportunities.
  • Proactively communicate with clients regarding life changes, market updates, and financial planning recommendations.

Client Service

• • Provide exceptional, personalized service to address client inquiries and needs.
  • Onboard new clients, ensuring a smooth and positive experience.
  • Assist clients with