Job Title: Financial Advisor
Classification: Full Time, FLSA Exempt
Location: Columbus, GA
FINANCIAL ADVISOR
Are you a driven financial advisor looking for an opportunity to grow within an independent, fee-only firm? At Townsend Wealth Management, we help clients navigate important financial decisions through personalized planning and investment management.
We are seeking an experienced Financial Advisor who is passionate about building long-term client relationships and providing strategic financial guidance. The ideal candidate will have an established client base or a strong network for business development. Our firm offers the resources, support, and collaborative team environment to help you grow your practice within a trusted, independent RIA.
As a Financial Advisor at Townsend Wealth Management, you will work directly with partners and clients to develop customized financial plans, manage investment strategies, and provide ongoing client education. This is an opportunity to make a meaningful impact on clients’ financial well-being while advancing your career in a firm that prioritizes client success and the sustained growth of its advisors.
Requirements: To perform this job successfully, an individual must be able to perform the following duties. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Client Relationship Management
- Build and maintain strong relationships with clients through regular communication and meetings
- Conduct in-depth financial assessments to understand clients’ goals, risk tolerance, and financial needs
- Provide ongoing client education on market trends, financial planning topics, and investment strategies
Financial Planning & Advisory Services
- Develop and implement customized financial plans, including retirement, investment, estate, and tax planning strategies
- Help clients navigate major financial decisions such as retirement, education funding, business succession, major asset financing, or wealth transfer
Investment Management & Strategy
- Monitor the economy and financial markets and help develop the firm’s views on investment strategy
- Analyze client portfolios and explain past performance based on the economic and market environments
- Analyze prospective client portfolios to determine potential sources of unrewarded risk, as well as strategies to mitigate those risks
Business Development & Client Acquisition
- Identify and develop new business opportunities through networking, referrals, and marketing initiatives
General
- Ensure compliance with firm procedures and regulatory requirements
- Handle confidential information with absolute discretion
- Use technology and planning tools to enhance client service and operational efficiency
- Develop proficiency with industry-specific software to assist in servicing clients
- Maintain accurate records in accordance with firm procedures and regulatory requirements
- Perform other related duties as required.
Education/Experience Requirements: Bachelor’s degree from a four-year college or university and 5+ years of experience as a financial advisor. Certified Financial Planner (CFP) designation strongly preferred.
Knowledge/Skills
- Planning & Organization
- Customer Service
- Oral and Written Communication
- Attendance/Punctuality
Benefits: We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation and an extensive benefits package, including paid time off, medical, dental, and vision benefits, a 401(k) with company match, and future growth and equity opportunities within the company.
To Apply:
Applications will be accepted on our website (townsendwm.com/careers) until the position is filled.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Job Title: Senior Financial Advisor
Classification: Full Time, FLSA Exempt
Location: Columbus, GA
SENIOR FINANCIAL ADVISOR
Are you a driven financial advisor looking for an opportunity to grow your practice within an independent, fee-only firm? At Townsend Wealth Management, we help clients navigate important financial decisions through personalized planning and investment management.
We are seeking an experienced Senior Financial Advisor who is passionate about building long-term client relationships and providing strategic financial guidance. The ideal candidate will have an established client base and experience in a lead advisor capacity. Our firm offers the resources, support, and collaborative team environment to help you grow your practice within a trusted, independent RIA.
As a Senior Financial Advisor at Townsend Wealth Management, you will work with clients to develop customized financial plans, manage investment strategies, and provide ongoing client education. This is an opportunity to make a meaningful impact on clients’ financial well-being while helping shape the future of a growing independent RIA, including potential long-term leadership and equity opportunities. We value long-term relationships, professional growth, thoughtful advice, and a balanced approach to business and life.
Requirements: To perform this job successfully, an individual must be able to perform the following duties. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Client Relationship Management
- Build and maintain strong relationships with clients through regular communication and meetings
- Conduct in-depth financial assessments to understand clients’ goals, risk tolerance, and financial needs
- Provide ongoing client education on market trends, financial planning topics, and investment strategies
Financial Planning & Advisory Services
- Develop and implement customized financial plans, including retirement, investment, estate, and tax planning strategies
- Help clients navigate major financial decisions such as retirement, education funding, business succession, major asset financing, or wealth transfer
Investment Management & Strategy
- Monitor the economy and financial markets and help develop the firm’s views on investment strategy
- Analyze client portfolios and explain past performance based on prevailing economic and market conditions
- Analyze prospective client portfolios to determine potential sources of unrewarded risk, as well as strategies to mitigate those risks
Business Development & Client Acquisition
- Identify and develop new business opportunities through networking, referrals, and marketing initiatives
General
- Ensure compliance with firm procedures and regulatory requirements
- Handle confidential information with absolute discretion
- Use technology and planning tools to enhance client service and operational efficiency
- Develop proficiency with wealth management and financial planning software to assist in servicing clients
- Maintain accurate records in accordance with firm procedures and regulatory requirements
- Perform other related duties as required.
Education/Experience Requirements: Bachelor’s degree from a four-year college or university and 10+ years of experience as a financial advisor. Certified Financial Planner (CFP) designation strongly preferred.
Knowledge/Skills
- Planning & Organization
- Customer Service
- Oral and Written Communication
- Attendance/Punctuality
Benefits: We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation and an extensive benefits package, including paid time off, medical, dental, and vision benefits, a 401(k) with company match, and future leadership and equity participation opportunities for the right long-term candidate.
To Apply:
Applications will be accepted on our website (townsendwm.com/careers) until the position is filled.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.