What are the responsibilities and job description for the Financial Planning Associate position at Magellan Financial?
Service Advisor – Elevate Your Career with a Thriving Financial Advisory Team
Are you a seasoned financial professional looking to focus on client relationships? If so, Citizen Advisory Group wants to hear from you!
We are actively seeking a Financial Planning Associate to join our team—someone with existing financial expertise who can step in and confidently manage an existing book of business. This is a unique opportunity for a skilled advisor who enjoys nurturing client relationships, optimizing financial plans, and ensuring clients receive top-tier service without the constant push for new sales.
Compensation: $65,000 - 80,000 Bonuses
What You’ll Do:
- Manage and service existing client relationships—no heavy prospecting required.
- Oversee and refine financial plans to ensure clients stay on track with their goals.
- Collaborate with our advisory team to enhance client experience and retention.
- Participate in the firm’s bonus programs and incentive structures for additional earnings.
Who We’re Looking For:
- Experience: We seek someone with financial licensing and a track record in financial planning and servicing.
- CFP Preferred: While not required, a Certified Financial Planner (CFP) designation is highly desirable.
- Client-Focused: If you love helping clients navigate their financial journey and prefer relationship management over cold sales, this role is for you.
- Team Player with Leadership Aspirations: This position has future leadership potential, making it ideal for someone looking to grow into a team lead role.
Why Join Us?
- Strong Foundation: Step into a well-established book of business with a loyal client base.
- Growth Potential: The right candidate can evolve into a team lead role in the future.
- Comprehensive Benefits: Full health insurance (including dental & vision), 401(k) with profit sharing, and a team-oriented work environment.
- Long-Term Vision: Our firm is structured for growth, and there is a clear path for leadership opportunities as we expand.
Ready to Make a Meaningful Impact?
We recently made changes to our team and are looking for the right fit to help us continue delivering exceptional financial services. If you’re ready to step into a client-first advisory role with long-term growth potential, apply today!
Apply now!
Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Perrysburg, OH 43551 (Required)
Work Location: In person
Salary : $65,000 - $80,000
