Join Frazier Financial Advisors to support our growing team! Before the details, what we're really looking for is someone who cares a ton about serving people (we call this high "give a shit"), cares about working hard for their teammates, and doesn't take life too seriously to laugh at dad jokes at lunch. Our firm has grown 3x in the past 5 years, and we need more advisors to keep up with our pace of awesome referrals.
Our firm culture is client-service centric, entrepreneurial, fun and collaborative. We embrace change and evolution, and our team is highly adaptable to quick pivots. Our passion is simplifying our clients’ lives and helping them make smart financial decisions. Our most unique quality as a firm is providing “one stop shop” financial advice. We combine tax preparation, investment management, advanced financial planning and insurance planning all within one firm. We are a tight knit team with a huge snack drawer, office dogs, and flexible schedules to make it to all of life's crucial moments.
Frazier Financial Advisors has been serving individuals with their investment and tax needs for over 25 years. Based in Columbus, Ohio, we serve 500+ families across 35 states and manage over $750 million dollars for our clients. Frazier Financial Advisors also prepares over 450 1040/1041/1120 tax returns annually for clients.
We are seeking a licensed Financial Advisor to join our firm. This is a salaried, full-time role and is primarily in the office 9-5 on weekdays. Everyone on our team has complete flexibility to handle your schedule as you choose for personal appointments, illness, family obligations, etc. This role will work alongside our existing 3 Client Service Assistants, 6 Primary Advisors (client facing Financial Advisors), our Portfolio Manager and the CPAs & EAs on our tax team.
One of our CSAs Annalisa recently described everyone on this team as fun-natured, kind and hard working. If that is you, read on...
Our Firm Values are:
Humility
o Servants of our clients, friends and colleagues
o Stewards of our client’s dreams
o Sincere professionals in all we do
Excellence
o Care and kindness
o Our diligent work
o Doing what is right
Drive
o Accept challenges with a positive attitude
o Improve
o Work as one team
o Positively impact lives
To be successful, the ideal candidate will have:
This opportunity is for you if:
This opportunity is NOT for you if:
About the Position
As a Financial Advisor, you will work alongside a Partner Advisor and CSA as part of a team serving individuals, families, and business owner clients. The nature of our fiduciary relationship means that you will be engaged in meaningful planning involving a diverse set of responsibilities and will have the opportunity to make a real impact on personal and business financial outcomes. You will have direct ownership over 50+ client relationships within 6 months, and also work with Partner Advisors on other relationships collaboratively.
This role will serve as a relationship manager for an existing group of clients and will work alongside the Lead and/or Partner Advisor to provide advice and guidance to clients. You will be expected to follow through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments.
Other daily, weekly, and/or monthly tasks may include:
Qualifications
Additional helpful skills:
Compensation
Compensation for this role is $75,000 -$110,000 per year, depending on experience and qualifications. The low end of that range is someone still working on a CFP, and needing FINRA credentials, with 1 or 2 years experience. The high end of that range is full fledged CFP, with 2+ years of experience and a history of delivering results to clients. The top end of that range is achievable within 2 or 3 years for anyone starting in this role. Additionally, the firm offers a generous benefits package that includes, among other benefits, fully subsidized healthcare coverage for employees, guaranteed-issue employer-paid Long-Term Disability, 12 weeks of paid Maternity Leave, and a 401(k)-matching program.
Guaranteed interview if you email/message Brian Houts your favorite Firm Value from this post.
Frazier Financial Benefits:
- Flexible working environment and flexible schedule for work/life harmony
- Employer-paid Health Insurance premiums for employee
- 50% of dependent Health Insurance premiums are employer-paid
- optional employee-paid group Dental & Vision insurance
- Health Savings Account (HSA) available
- Employer-paid Long-Term Disability (LTD) after 1 year
- 18+ days PTO minimum
- 10 paid holidays annually
- 401(k) with instant enrollment for deferrals and 5% match after year 1
- paid parental leave of 12 weeks
- paid training/continuing education for various industry licenses
- Incentive Bonus Program after 12 months, based on firm top line revenue growth and personal goals.
- Bonus starts at 4% of pay and can grow over 20% over time.
- Free team lunches – we often bring in food or go out as a team to the many restaurants on Lane Avenue
Contact: Brian Houts
(614)793-8297