Experienced Financial Advisor - Columbus, OH

Coastal Wealth
Columbus, OH

Financial Advisor – Columbus, OH

Empower Lives. Build Your Future. Thrive in Columbus, OH

Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Florida as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.

At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.

What You’ll Do:

  • Partner with clients to develop personalized financial strategies and long-term plans.
  • Offer guidance on investments, retirement, insurance, and wealth protection.
  • Build lasting relationships and grow your client base through trust and results.

What Makes Us Different:

  • Entrepreneurial Freedom – Be in business for yourself , but never by yourself .
  • Innovative Tools & Resources – Access cutting-edge tech and training to grow your practice.
  • Custom Solutions – Offer a full suite of financial products tailored to individual client needs.

Compensation & Benefits:

  • Commission-Based Role – Unlimited earning potential based on your effort and success.
  • Performance-Based Rewards – Your income reflects the value you bring.
  • Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
  • Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
  • Ongoing Development – Coaching, mentorship, and advancement opportunities.

Schedule:

  • Full-Time | Monday–Friday

This is more than a job — it’s your chance to create a business and legacy you’re proud of. Join a firm that’s focused on helping you grow — personally, professionally, and financially.

Responsibilities

  • Prospecting for clients through networking and referrals
  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analyses
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
  • Qualifications
    • 215 License Needed
    • Series
    • Mass Mutual Company
    • Series 7,6 and SIE preferred
    • Must be in Columbus, OH
    • Sales Experience Needed
    • Prospecting for clients through networking and referrals
    • Developing and maintaining long-term relationships with clients
    • Providing financial solutions for clients through fact gathering and needs analysis
    • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
    • Upside Earning Potential

    • Compensation
      $75,000 - $100,000+
      About Coastal Wealth
      At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
      Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.

      What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.

Posted 2025-11-18

Recommended Jobs

Aircraft Powerplant Technician - Turbine Engine

Oregon, OH

Aerotek on behalf of it's client is seeking A&P mechanics in a Turbine Engine shop overhauling helicopter engines. MOS: 15B encouraged to apply. Great opportunity with a leading heavy lift helo compa…

View Details
Posted 2026-02-05

Physical Therapist Assistant (PTA) Full Time or Part Time

Broad River Rehabilitation
Cincinnati, OH

Physical Therapist Assistant (PTA) / Part Time Position SNF- Skilled Nursing Facility / Mariemont, Ohio 15-25 hours a week / flexible schedule We value our staff and their dedication to our mi…

View Details
Posted 2025-09-26

Executive Housekeeper InterContinental Suites Hotel

IHG Hotels & Resorts
Cleveland, OH

Role Purpose As Executive Housekeeper, you'll keep all aspects of housekeeping and laundry running smoothly - and ensure high standards are met to deliver memorable and unique guest experiences. …

View Details
Posted 2026-02-13

Travel Registered Nurse Pre Op Job

Bellefontaine, OH

Job Overview TLC Nursing Associates, Inc. is seeking a skilled Registered Nurse (RN) – Preoperative (Preop) to prepare patients for surgical procedures. The Preop RN plays a critical role in ens…

View Details
Posted 2026-02-10

Assistant Professor - Educator of Medical Lab Technician, UC Clermont College

University of Cincinnati
Cincinnati, OH

Current UC employees must apply internally via SuccessFactors     Next Lives at the University of Cincinnati  Founded in 1819, the University of Cincinnati ranks among the nation’s best urban …

View Details
Posted 2026-02-12

Manager, Identity & Access Management (IAM)

Pharmacy Data Management, Inc.
Poland, OH

PDMI is looking for a Manager, Identity & Access Management (IAM) to lead the strategy, architecture, and delivery of enterprise IAM initiatives across on-premises and multi-cloud environments. This …

View Details
Posted 2026-01-01

Associate Graphic Designer

Solomon Page
Reynoldsburg, OH

Our client a top fashion company in Columbus is looking for an Associate Graphic Designer/Visual Designer! ~$30-$35.72 HOURLY Responsibilities: ~Provide design support to the Store Experience tea…

View Details
Posted 2026-02-13

Indirect Property Tax- Manager

EY
Cincinnati, OH

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence.  We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career where…

View Details
Posted 2026-02-12

Physical Therapist / PT / PRN

Broad River Rehabilitation
Dayton, OH

PRN Physical Therapist position Skilled Nursing Facilities in Dayton, Ohio General PRN Needs At Broad River Rehab we hire people who share our vision and who work diligently to provide the kin…

View Details
Posted 2026-02-14

Cashier

Wilcox + Flegel
Oregon, OH

Wilcox + Flegel is looking to add a friendly and enthusiastic Cashier to our team. If you are looking for a place where you can make a positive impact on the day-to-day lives of our customers and our…

View Details
Posted 2026-02-18