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Financial Consultant Financial Advisor

Financial Planning Specialist: Build Client Plans

Job in Sharonville, Butler County, Ohio, USA
Listing for: Robert Half Recruiting
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A leading financial services recruitment firm is seeking a Planning Specialist in Sharonville, Ohio. In this full-time role, the candidate will engage with clients to help articulate their financial goals and develop coherent financial plans that address complex planning situations. The ideal candidate should have a minimum of 2 years of financial planning experience, hold Series 7 and 66 licenses, and preferably a CFP designation.

This position entails collaboration with team members and utilizing financial planning software to ensure exceptional client service.
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