Financial Advisor / Wealth Management Associate
A unique opportunity to join a fast-growing, process-driven wealth management firm that values integrity, collaboration, and long-term partnership. Jackson Wealth Management is seeking a motivated professional who shares our mission to deliver clarity, confidence, and meaningful value in every client relationship.
About This Opportunity
At Jackson Wealth Management, we believe this is more than a job — it’s a calling. We’re looking for a high-caliber individual with strong entrepreneurial spirit and the drive to grow both personally and professionally. This position is ideal for someone who wants to develop within a mentorship-based structure while laying the foundation for a potential long-term partnership and succession path.
What We Offer
- Mentorship & Partnership Track: Work directly with our Founder & Chief Investment Strategist to learn our proven, process-driven approach.
- Established Infrastructure: Access to LPL Financial’s powerful platforms, compliance resources, and cutting-edge tools for growth.
- Process-Driven Practice: Our Chart Your Course™ system, Holistiplan tax integration, and models-based portfolios streamline operations and client impact.
- Growth Culture: Be part of a high-performing, relationship-driven firm that is expanding rapidly while maintaining a boutique level of personal service.
- Faith-Based Values: A culture rooted in integrity, humility, and excellence — serving clients with care, not sales pressure.
Primary Responsibilities
- Collaborate with our advisory team to deliver client-centered financial plans and tactical investment strategies.
- Engage directly with clients in strategy sessions and ongoing wealth management discussions.
- Assist with portfolio design, client communication, and planning deliverables using our established processes.
- Demonstrate initiative in learning our planning tools, including Holistiplan and Chart Your Course™.
- Contribute to the continuous improvement of our client experience and operational excellence.
Who We’re Looking For
- Licensed professional or driven candidate on track to obtain SIE, Series 7, Series 66, and Ohio Life & Health licenses.
- Strong communicator with a client-first mindset and passion for personal finance and long-term planning.
- Motivated by purpose — not just production — with an interest in serving executives, business owners, and families.
- Willingness to work on-site in downtown Findlay, Ohio as part of a collaborative, growth-focused team.
- Commitment to our mission of delivering fee-worthy value and raising the bar for client outcomes.
How to Apply
- Submit Your Business Plan: Outline why Jackson Wealth Management is the right fit, the value you bring, and how this aligns with your vision for a long-term career.
- Optional: You may also apply via LinkedIn using the official posting.
- Clarity Conversation: Selected candidates will be invited to a short Zoom discussion to ensure alignment of values and vision.
- Strategy & Tactical Session: Final candidates will meet with firm leadership in person at our downtown Findlay office to map structure, growth opportunities, and next steps toward partnership.