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Financial Advisor
Location
Ohio
Posted
13 hours ago
Salary
Not specified
Job Description
Job Requirements
- Experience as a Financial Advisor.
- Active Series 65 or 66 license required.
- Active Health and Life Insurance licenses required.
- Established book of business required.
- Strong understanding of financial planning principles, investment strategies, and insurance products.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to build and maintain client relationships.
- Self-motivated, results-oriented, and able to work independently.
- Bachelor's degree in finance, economics, or a related field preferred.
- Proficient with financial planning software and CRM systems.
Benefits
- Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.
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