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CFP Financial Planner — Build lasting wealth & retirement
Job in
Westerville, Delaware County, Ohio, 43082, USA
Listed on 2026-02-28
Listing for:
Whitaker-Myers Wealth Managers
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a full-time Financial Planner to work on-site in Ohio. The role involves providing personalized financial strategies and developing comprehensive plans for diverse clients. Candidates should have a Bachelor's degree in Finance or related field, as well as a CFP designation. Responsibilities include creating retirement plans, managing investment portfolios, and advising clients on tax-efficient strategies.
Strong communication skills are essential for building client relationships.
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