Financial Planner

Whitaker-Myers Wealth Managers is an independent Registered Investment Advisor (RIA) dedicated to empowering individuals, families, and business owners to achieve financial confidence and purpose. Serving clients across Ohio, Florida, and beyond, the firm provides comprehensive wealth management solutions, including financial planning, investment management, tax strategies, estate planning, and business owner services. Whitaker-Myers is recognized as a trusted advisory firm, having been named to Advisor Hub’s Advisors to Watch rankings.

With a client-focused approach, their team of certified professionals partners with clients to align their finances with their unique goals and values.

This is a full-time, on-site role for a Financial Planner located in OH, FL, NC, or SC. The Financial Planner will work directly with clients to provide personalized financial strategies, develop comprehensive plans, and conduct regular reviews to ensure clients are on track toward achieving their financial goals. Responsibilities include creating retirement plans, managing investment portfolios, advising on tax‑efficient strategies, and providing guidance on estate and legacy planning.

The role requires collaboration with a team of financial experts and offers opportunities to build long‑term relationships with a diverse client base.

• Proficiency in Financial Planning and Personal Financial Planning
• Experience in Retirement Planning and asset allocation strategies
• Certified Financial Planner (CFP) designation and professional expertise in the field
• Strong foundation in Finance and investment principles
• Excellent interpersonal and communication skills with the ability to build and maintain client relationships
• Proven ability to develop tailored financial strategies and identify client‑specific planning opportunities
• Experience with financial planning software and tools is a plus
• Bachelor’s degree in Finance, Business, Economics, or a related field