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Career Opportunities

Financial Advisor Position Available

Job Description

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.

Minimum requirements:

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