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Launch your career in financial planning — full training, real salary, no cold-calling.

I'm a recruiter partnering with a fast-growing, SEC-registered financial planning firm in Columbus, OH to hire their next class of entry-level financial planners. The firm's name stays confidential at this stage (I share it with candidates who move forward) but here's what I can tell you: it's one of the fastest-growing financial planning firms in the country, it's salaried (not commission), and it's built to turn people with zero industry experience into real advisors.

Why this role is worth your attention:

  • You get paid to learn. Salaried W-2 role starting at $40-45,000, with a clearly defined path to six figures within 1–2 years as you hit licensing and performance milestones.
  • No experience or finance degree required — all majors welcome. One of the strongest advisor-training programs in the industry teaches you everything.
  • No prospecting, no cold-calling. Clients come to the firm. You focus on building financial plans and serving people, not chasing leads.
  • Real benefits: 401(k) match, funded HSA, unlimited PTO, and full support earning your Series 65 and Life & Health licenses.

What you'll actually do:

  • Earn your Series 65 and Life & Health licenses (with study resources and financial support)
  • Build financial plans and prepare materials for client meetings
  • Sit in on client meetings and support advisors in real time
  • Work toward CFP® candidacy with hands-on mentorship

Who thrives here:

  • You work hard, take direct feedback well, and use it to get better
  • You're genuinely set on a career in financial planning
  • You want to build long-term and be in-person in Columbus (locals or those willing to relocate)
  • You're ready for an intensive first few months — this is a high-standards, fast-paced environment, and it's one of the best launchpads into the field you'll find

How this works and why applying through me helps you:
I'm the recruiter filling this role directly with the hiring team, so I'm your advocate, not a black-hole application. Apply here, and if you're a strong fit, I'll personally reach out, tell you exactly who the firm is, and fast-track you through a streamlined process straight to their team — cutting the usual back-and-forth. You'll also get real feedback from me either way.

Ready? Apply through this posting with your resume. Strong fits will hear from me directly within a couple business days.

This position is with an equal-opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by law.