Financial Planner

Job Opportunity:

Financial Planner Location:

Defiance, OH Firm Type:

Independent, Fee-Only RIA About Blue Jay Financial Group We are a "fee-only" firm dedicated to a fiduciary standard—meaning our goals are entirely focused on serving clients, not selling the highest revenue products. We have built a "non-stuffy" environment where we care about our clients like family and view them as far more than just a revenue source. If you want to work with a team rather than doing this on your own but still want the freedom to control your own schedule, Blue Jay might be the perfect fit.

The Role:

More Than Just Investment Management We are looking for a planner who wants to be deeply involved in the biggest decisions of our clients' lives. You will not just manage investments; you will be a true partner to your clients.

Your responsibilities will include:

Comprehensive Planning:

Developing and managing financial plans and providing tax planning strategies.

Relationship Building:

Meeting with clients regularly to become a genuine part of their lives and treating them like family.

Strategic Guidance:

Acting as a voice of reason to ground clients during moments of market panic.

Investment Involvement:

Being directly involved in investment decisions. Who We Are Looking For We are seeking an experienced professional who is currently practicing with a book of business.

Core Qualifications:

Experience:

5 or more years of experience in the industry.

Education:

Bachelor's degree.

Certification:

CFP® designation is preferred.

Specialized Skill:

Tax experience is required.

Mindset:

You must be tired of being pushed to sell products and want to build long-term relationships instead. Why Join Us? Build a Book on Your Terms We believe in sharing in the revenue in a way that is like owning your own practice. You will have the flexibility to have a say in the way we serve clients and build your book on your own terms.

Autonomy:

Work with the clients you like most with no obligation to retain clients that aren't a fit. Quality over

Quantity:

We recognize capacity has limitations, so taking on new clients isn't unlimited—we prioritize quality service.

Shared Success:

Share in your clients' success.

Genuine Care:

We are interested in our clients' lives and fostering an environment where you can work hard but maintain control over your schedule.

Pay:

From $65,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Life insurance Retirement plan Vision insurance

Work Location:

In person