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Financial Advisor in Toledo, OH at Rehmann, LLC

Date Posted: 1/8/2019

Job Snapshot

Job Description

Rehmann Financial, a member of Rehmann, is a wealth management firm offering integrated advice in all areas of our clients’ financial lives. Because most life goals have a financial component, we work closely with our clients to build a financial plan with the right combination of financial planning, asset management strategy and risk management.

We are seeking a talented Financial Advisor to join our Toledo market. The right candidate will work closely with accounting associates in our office to provide new and existing clients with the complete Rehmann experience that has made us one of the largest Accounting, Wealth Management and Corporate Investigative Services firms in the nation.


  • Develop a thorough understanding of each client's financial situation in order to create and deliver a suitable strategy based upon Rehmann Financial's investment philosophy.
  • Provide investment strategies to achieve client goals. Serve as clients investing coach.
  • Build and retain your assigned client base.
  • Promote professional development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry.
  • Participate in business development projects
  • Display a positive attitude and ability to effectively manage change in a rapidly changing environment.
  • Undergraduate degree or equivalent combination of training and experience.
  • Certified Financial Planner designation or progress towards an industry recognized designation a plus, but not required.
  • FINRA Series 7, 65 and 63 licenses (or ability to obtain within 180 days of assuming position).
  • Minimum of three years related financial planning and client relationship management experience.


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