Our growing firm is seeking to add a financial advisor to our family feel work environment. We provide comprehensive wealth care planning and advice to our clients. This position would be responsible for assisting clients in all facets of financial and retirement planning. Our firm handles IRA's, Roth IRA's, Simple IRA's, 401K's, annuities, life and long-term care insurance, and alternative investments.
3-5 years of experience is preferred and on-site training will be provided. Series 7 and Series 66 licenses are preferred. Ohio and/or Indiana insurance licensing is a plus.
The ideal candidate would be:
- organized and detail oriented
- possess integrity and confidentiality
- be dependable and able to work without supervision
- be able to prioritize, work quickly, and use initiative
- be eager to learn and grow professionally
- have excellent communication skills and be able to confidently interact with a diverse client base
This position offers significant growth opportunity and a rewarding career assisting clients in achieving their financial goals.