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Financial Advisor

Financial Advisor

First Financial GroupColumbus, Ohio Metropolitan Area, United States
17 days ago
Job type
  • Full-time
Job description

We are seeking a highly motivated and experienced Financial Advisor to provide sound financial advice to our diverse clientele. The ideal candidate must have exceptional analytical skills, strong communication skills, and a passion for helping clients achieve their financial goals.

Responsibilities

  • Meet with clients to determine their financial objectives, risk tolerance, and resources.
  • Develop financial plans and portfolios that meet clients' needs and goals.
  • Provide sound investment advice and guide clients in making informed decisions.
  • Offer strategies for tax planning, retirement planning, and estate planning.
  • Continuously monitor clients' portfolios and make necessary updates.
  • Keep abreast of market trends, policies, and regulations that may impact clients' portfolios or investments.
  • Build and maintain relationships with clients and ensure they receive top-notch service.
  • Develop and implement strategies to increase client base.

Requirements

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Active Life Insurance license
  • Active FINRA Series 7, and 65 or equivalent registered representative and state licenses.
  • Exceptional client-service skills.
  • Ability to work independently and collaboratively with a team.

    • Benefits

  • Competitive compensation package
  • Comprehensive training and development programs
  • Health and life insurance options
  • Retirement savings plans
  • Professional work environment

    • If you are interested in this position and meet the above qualifications, please submit your resume and cover letter. We look forward to hearing from you!