Conservative Financial Solutions · 20 hours ago
Financial Advisor
Harrison, OH
Full-time
Onsite
Entry Level
2+ years expConservative Financial Solutions is a retirement-focused financial planning firm dedicated to helping individuals and families confidently navigate the Second Half of Life. The Financial Advisor will support senior advisors in client preparation and implementation, participate in meetings, and assist in developing financial plans while gradually assuming client responsibilities.
Asset ManagementFinancial ServicesWealth Management
Responsibilities
Support senior advisors with thoughtful client preparation, follow-ups, and implementation
Participate in discovery and review meetings, focusing on understanding clients’ full financial picture
Help transition client conversations from isolated needs to long-term, holistic planning
Assist in the development and presentation of financial plans
Prepare planning materials and maintain detailed, accurate CRM documentation
Gradually assume responsibility for client relationships as trust and experience grow
Qualification
Required
Minimum of 2 years of experience in banking or financial services
Series 65 & Life, Accident, and Health license (or ability to obtain within required timeframe)
Strong attention to detail, consistency in follow-through, and a planning-oriented mindset
Enjoys working as part of a team and building long-term relationships
Preferred
Bachelor's degree (Finance, Business, Economics, or related field preferred)
CFP® designation not required (support available if you choose to pursue)
Benefits
Competitive salary with clear, steady growth opportunities
Mentorship from experienced advisors who value teaching and collaboration
Administrative and planning support so you can focus on doing quality work
Exposure to retirement, tax, and Social Security planning
A calm, professional, planning-first culture that values loyalty and long-term careers
Company
Conservative Financial Solutions
Conservative Financial Solutions provides retirement income strategies, asset protection strategies, and IRA legacy planning services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Spencer Ford
Chief Operating Officer
Recent News
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