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Strategic People Advisors

12 jobs near Columbus, OH

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Strategic People Advisors

Financial Advisor

Edmond, OK · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Strategic People Advisors

Financial Advisor

Denver, CO · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Strategic People Advisors

Financial Advisor

Ridgewood, NJ · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Strategic People Advisors

Financial Advisor

Short Hills, NJ · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Strategic People Advisors

Financial Advisor

Bentonville, AR · On-site

$100 - $250/hr

About Strategic People Advisors Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management ...

New

Associate Financial Advisor

Strategic People Advisors

Oklahoma City, OK • On-site

$60 - $100/hr

Other

Posted 2 days ago

New

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
  • Competitive income plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.

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