Join a mission-driven team making a meaningful impact in clients’ lives.

Location: Columbus, Ohio (in-office role with occasional flexibility)
Salary: $65,000 – $85,000, based on experience
Start Date: Open until filled

About Us

At Libertas Wealth Management Group, we’re not your typical wealth management firm. We’re a small, award-winning, fiduciary financial planning and investment management firm located in Columbus, Ohio, with a fast-growing client base and a commitment to meaningful relationships, not just numbers. Our high-touch, boutique approach is built around trust, education, and service, and we’re looking for someone who thrives in a team-oriented, service-first environment.

This Role is Ideal If You…

- Are passionate about helping people make confident, informed decisions about their future
- Want to be a financial advisor, but don’t want to “sell” to get (or stay) there
- Are already a financial advisor, but looking for a warm, team-based environment with positive mentorship and a friendly, fun atmosphere
- Enjoy being part of a collaborative, close-knit team
- Are currently in an admin, ops, or paraplanner role and ready for that next step
- Are looking for a long-term home where you can build a career, not just a job

What You’ll Do:

Client Service & Support:

- Attend client meetings with senior advisors (no sales or prospecting required)
- Prepare financial plans, meeting materials, and custom PowerPoint presentations
- Manage follow-ups and ensure nothing slips through the cracks
- Respond to client questions and requests in a friendly, timely, and professional way

Growth & Development:

- Gradually take the lead on select client relationships
- Host follow-up meetings and onboarding calls
- Assist with business retirement plans and educate participants (training provided)
- Learn our Business Transition & Exit Planning system and help implement it with business owner clients (we’ll teach you)

Team & Culture:

- Contribute ideas and help improve our systems and service
- Participate in a handful of client appreciation events each year (they’re fun, we promise!)

What We’re Looking For:

- Relationship-focused professionals who care deeply about client outcomes
- People with any financial planning, client service, or support roles at an RIA, bank, broker-dealer, or investment firm
- Candidates who are pursuing or considering the CFP® certification (we’ll support you)
- Strong communication skills and attention to detail
- High trust, high integrity, and a warm, positive attitude
- Comfortable with technology and open to learning new tools
- Bachelor’s degree required; Series 65 or willingness to obtain within six months

What We Offer:

• $65,000 – 85,000 salary, depending on experience
• Generous PTO, holidays, and flex time when “life” calls
• Health insurance, 401(k) with employer match, and paid disability / life insurance
• Employer-paid gym membership
• Employer-paid Costco membership
• Apple MacBook provided
• A tight-knit, family-first culture where your contributions matter, and your growth is prioritized

Why This Role Might Be the One You’ve Been Waiting For:

You don’t need to have everything figured out. You don’t need to be perfect. If you're driven, kind, detail-oriented, and ready to grow... we’ll teach you the rest.

We value diversebackgrounds and believe the best ideas come from different perspectives. If you’ve been looking for a firm where you’ll be mentored, appreciated, and given room to grow, we’d love to meet you.

How to Apply:

To apply, simply click the “Apply Now” button, answer a few questions, and upload your resume.

If you’d like to stand out, we’d love for you to also include a brief note (just a few sentences is all), letting us know what drew you to this opportunity and why you think you might be a great fit. You can add it at the top of your resume, add a cover letter, or just put it in in the “Message to Employer” box, whichever is easiest for you. It doesn’t have to be formal… just be yourself.

We review every application personally and look forward to learning more about you!

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

 

Indeed Ad to apply: https://www.indeed.com/job/associate-financial-planner-0e43c3fda6c5543e