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 diverse backgrounds 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.

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