Financial Advisor Position Available
Seek and on-board new clients. Create financial plans for clients. Hold quarterly plan update meetings with clients. Upon the request of the clients provide implementation services. Maintain positive client relationships. Demonstrate a friendly, professional demeanor at all times. Earn the respect of your colleagues working collaboratively with them and the clients.
The successful candidate will have a clean background and compliance record.
Three years of experience in the financial services industry working directly with clients
Licensing: FINRA series 7, 63 and 65 or series 7 and 66
Ohio Insurance License for Life, Health and Variable Annuity