Junior Financial Advisor

Boyer Financial Group | In-Person | Ohio

About Us

Boyer Financial Group is a family-owned, independent financial advisory practice managing nine-digits of AUM and growing. We specialize in serving first responders, veterans, small business owners, and high-performing professionals . While we take our clients’ financial futures seriously, we don’t believe great work has to happen in a dull environment. We value initiative, creativity, collaboration, and a “see something → do something → solve it” mindset.

We also maintain a national thought-leadership presence , attend select industry conferences, and are building a unique educational platform blending financial education with music culture (@ Sound Returns ). This is not a back-office or maintenance role- this is an opportunity to grow into a long-term advisory career.

The Opportunity

We are seeking a Junior Financial Advisor who is either a CFP® professional or wants to pursue the CFP® designation . This role is ideal for someone with 3–5 years of industry experience who feels capped by a stale environment or limited growth opportunities and wants to be part of a forward-thinking, high-energy firm.

This is a salaried position with a generous performance-based bonus structure and significant long-term upside.

Key Responsibilities

• Support lead advisor with financial planning, investment analysis, and client service
• Assist in servicing and advising clients across :
• Ohio public pension systems,
• Deferred Compensation (457(b)) plans,
• IRAs, Roth IRAs, 401(k)s,
• Non-retirement brokerage accounts, and
• Life and Annuity Insurance products.
• Prepare and implement financial planning recommendations
• Proactively identify client needs and opportunities— see something, do something
• Assist with administrative responsibilities as needed (coverage during vacations, sick time, etc.)
• Contribute to :
• Thought leadership initiatives
• Select conferences and professional development opportunities
• Social media and educational content, including Sound Returns

Required Qualifications (Non-Negotiable)

Ideal Candidate Profile

What We Offer

Work Environment

If you are ready to break through a glass ceiling, expand your advisory skill set, and grow with a firm that values initiative and creativity, we’d love to hear from you.

Boyer Financial Group is an equal opportunity employer.