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One Degree

60 jobs near Columbus, OH

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team. The main ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team. The main ...

Quantix

Enterprise Architect

Minneapolis, MN · On-site

$72 - $93/hr

Required Skills: 1) Degree 2) Senior level experience in Enterprise Architecture 3) Experience with project management, ITIL and SDLC methodologies Qualifications Required Skills: 1) Degree 2) Senior ...

Computech Corporation

Lab Technician

Barrington, IL · On-site

$19 - $25/hr

Required Job Skills & Years of Experience for Each: 1. Degree in Science fields, Chemistry related fields preferred 2. Some experiences working in the lab for general analytical instruments 3. ...

Troy University

Assistant Professor

Troy, AL · On-site

In Class Teaching Percentage Online Teaching Percentage Minimum Qualifications 1. PhD in history of early modern to modern Britain and/or France (degree must be completed by August 2023) Preferred ...

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Lead Financial Advisor

One Degree Advisors

San Diego, CA • On-site, Remote

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.


The main responsibility of this position is to lead client relationships.


Essential Functions:

Wealth Advising

  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investmentportfolio construction
  • Basic investment trading


Firm Responsibilities

  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give



Qualifications:

Education/Certifications

  • Bachelor's degree
  • Certified Financial Planner (CFP) designation (CFA or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations


Experience

  • 5+ years as Financial Planner/Investment Advisor or relevant experience


Knowledge, Skills, and Abilities

  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan


Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

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