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IRA Financial Group

IRA Financial Group

60 jobs near Columbus, OH

Kaizen Financial Group

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Financial Advisor

Shelby Township, MI · On-site

$100K/yr

Simple IRA with company participation * Bonus opportunities * Professional development support Company Description Our mission is to help strengthen the financial foundation to help our clients ...

Kaizen Financial Group

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Financial Advisor

Shelby Township, MI · On-site

$100K/yr

Simple IRA with company participation * Bonus opportunities * Professional development support Company Description Our mission is to help strengthen the financial foundation to help our clients ...

Spieldenner Group

Client Services Advisor

Allentown, PA · On-site

Job Opportunity at Spieldenner Financial Group Spieldenner Financial Group is part of one of the ... IRA's) from losing money in the stock market. We have extensive training on how these products work ...

PSI

Finance Attorney

Charleston, SC · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Charleston ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

PSI

Finance Attorney

Charleston, SC · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Charleston ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Finance Attorney

Charleston, SC · Remote

Large National law firm has a need for an Associate Attorney in their finance group in Charleston ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Finance Attorney

Decatur, GA · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Atlanta, GA ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Finance Attorney

Atlanta, GA · Remote

Large National law firm has a need for an Associate Attorney in their finance group in Atlanta, GA ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

PSI

Finance Attorney

Decatur, GA · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Atlanta, GA ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Finance Attorney

Matthews, NC · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Charlotte ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Finance Attorney

Matthews, NC · On-site

Large National law firm has a need for an Associate Attorney in their finance group in Charlotte ... Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation ...

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Showing results 21-40

Financial Advisor

Kaizen Financial Group

Shelby Township, MI • On-site

$100K/yr

Full-time

Retirement, PTO

Re-posted 27 days ago

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Job description

Build Your Career with a Firm That Invests in Your Success

Are you an experienced Financial Advisor looking for a firm that gives you the tools, support, and opportunities to grow? At Kaizen Financial, we believe advisors do their best work when they're supported by a collaborative team, strong marketing resources, and a client-first culture.

We're seeking an experienced Financial Advisor to help serve our growing client base while continuing to develop meaningful, long-term relationships. You'll step into an established environment with existing opportunities, administrative support, and mentorship that allows you to focus on what you do best—helping clients achieve financial confidence.

About Kaizen Financial Inc.

Kaizen Financial is an independent, privately-owned financial services firm based in Shelby Township, Michigan. Our name comes from the Japanese philosophy of Kaizen, meaning to continuously improve, and that mindset influences everything we do.

At the heart of our practice is our proprietary O.W.N.® (Objective Assessment, Written Plan, Non-Stop Monitoring) process. Rather than focusing solely on numbers, we take a value-driven approach to financial planning by helping clients align their financial decisions with what matters most to them. Through objective guidance, personalized planning, and ongoing monitoring, we build long-term relationships that empower clients to pursue their goals with confidence.

If you're passionate about delivering personalized advice and building meaningful client relationships, you'll feel right at home at Kaizen Financial.

Why You'll Love Working Here

  • Established book of business
  • Firm-funded marketing and lead generation
  • Dedicated administrative support
  • Collaborative team environment
  • Ongoing mentorship from experienced advisors
  • Professional development opportunities
  • Independence with the support of a growing firm

What You'll Do

  • Develop customized financial plans tailored to each client's goals
  • Meet with clients and prospects to provide financial guidance
  • Build lasting client relationships through proactive communication
  • Collaborate with the advisory team to develop investment strategies
  • Help grow the firm's client base through networking and marketing initiatives
  • Stay informed on industry trends and regulatory updates
  • Provide exceptional ongoing service to existing clients
  • Assist with additional projects that contribute to the firm's continued growth

Qualifications

Required

  • 5+ years of financial planning or investment advisory experience
  • Excellent interpersonal and communication skills
  • Strong organizational skills and attention to detail
  • Life & Health Insurance License

Preferred

  • Bachelor's degree in Finance, Business, Economics, or related field
  • Series 65 (or ability to obtain within six months)
  • Experience using CRM and financial planning software

Compensation & Benefits

  • Our compensation structure offers the opportunity for high earnings. Successful candidates may earn in excess of $100,000 annually, depending on performance
  • PTO
  • Paid holidays
  • Simple IRA with company participation
  • Bonus opportunities
  • Professional development support

Company Description

Our mission is to help strengthen the financial foundation to help our clients pursue their retirement goals.