Demo

Financial Planner

ITS - Integrated Talent Strategies
Toledo, OH Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 5/6/2025

Integrated Talent Strategies (ITS) is seeking a Financial Planner to work in the Toledo, OH area. This position offers a variety of great benefits including health insurance, 401(k), and unlimited PTO.

Financial Planner – Because Clients Deserve More Than Just "Advice”

Most financial planners say they put clients first. Few actually do.

Our client is a family-owned wealth management firm that's grown by $100M in the last year . No ads, no pushy sales tactics—just referral-based growth from clients who trust them.

Now, they need a Financial Planner who can handle that kind of momentum. Someone who can roll up their sleeves, support their lead advisor and manage client portfolios like they actually matter—because they do.

What You'll Be Doing :

  • Working alongside our lead advisor to develop financial plans that aren't just PDF decorations.
  • Managing investment portfolios with precision, making sure they align with clients' goals and risk tolerance.
  • Leading the charge on our financial planning software—brainstorming, tweaking, and making sure it actually delivers value.
  • Running the numbers, generating reports, and tracking client progress like a pro.
  • Having real conversations with clients—explaining complex financial stuff in ways that actually make sense to them.
  • Keeping up with market trends, investment products, and compliance requirements—because the industry moves fast, and we need to stay ahead.
  • Creating an experience that makes clients say, "Wow, I actually trust my financial planner.”

What You'll Need :

  • CFP certification (preferred) However, they are open to a rockstar without that already knows the in's and out's of the business (10 YOE) OR someone with 5 years of experience that is interested in obtaining the certification.
  • Series 65 or comparable license (so you can do the job legally).
  • At least 3 years of client-facing experience in investment management.
  • A deep understanding of financial planning software and investment tools.
  • Tech-savviness—AI tools, Salesforce, financial modeling—you need to be comfortable in a digital-first environment.
  • Communication skills that don't rely on jargon to sound impressive.
  • The ability to juggle multiple client relationships without dropping the ball.
  • This is an in-office role. Every. Single. Day.

    If you're the type who wants to actually impact clients' financial futures , apply. If you just want another job with a fancy title, this probably isn't for you.

    About Integrated Talent Strategies (ITS)

    ITS is an international recruiting and staffing firm specializing in Engineering, Technical, and Professional positions. Founded in 1984 as a subsidiary of an engineering firm, ITS continues to remain a strategic partner for the job seeker. Our clients include some of the largest and most respected architectural, engineering, and manufacturing companies in business today. Our ability to offer a wide range of services, and the flexibility to adjust to the changing needs of our clients, has allowed us to maintain a solid reputation for several decades.

    Salary : $100

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Financial Planner?

    Sign up to receive alerts about other jobs on the Financial Planner career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at ITS - Integrated Talent Strategies

    ITS - Integrated Talent Strategies
    Hired Organization Address Portland, IN Full Time
    Integrated Talent Strategies (ITS) is seeking a Maintenance Technician to work in the Bellfountain, IN area. This is a d...
    ITS - Integrated Talent Strategies
    Hired Organization Address Holland, OH Full Time
    Integrated Talent Strategies (ITS) is seeking a Auto Mechanic to work in the Toledo, OH area. This position offers a var...
    ITS - Integrated Talent Strategies
    Hired Organization Address Columbus, OH Full Time
    Integrated Talent Strategies (ITS) is seeking a Technician with an understanding of electrical and mechanical systems in...
    ITS - Integrated Talent Strategies
    Hired Organization Address Columbus, OH Full Time
    Integrated Talent Strategies (ITS) is seeking a Customer Care Advocate to work in the Columbus, OH area. This position o...

    Not the job you're looking for? Here are some other Financial Planner jobs in the Toledo, OH area that may be a better fit.

    Financial Planner

    Integrated Talent Strategies (ITS), Toledo, OH

    Financial Planner

    Peak Retirement Planning, Inc., Toledo, OH

    AI Assistant is available now!

    Feel free to start your new journey!