Entrepreneurial Financial Advisor — Build Your Practice

Lifetime Financial Growth, LLC; Columbus (OH); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Development and training

Mentorship and joint-work

Marketing tools and resources

Health and dental insurance

401(k) with match

Defined Benefit Plan

Tuition reimbursement

Job summary

Lifetime Financial Growth, LLC in Ohio seeks a Financial Representative to help individuals and businesses protect assets, understand their financial life, and build wealth for the future.

We provide development and training—locally, virtually and nationally—to support you as you build your practice with us, plus tools to market and grow, mentorship, and a competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

Qualifications

• Self-motivated, dynamic personality with a strong work ethic and integrity.
• Ability to cultivate long-term relationships with clients.
• Ambitious and seeking career growth and development.

Responsibilities

• Work with clients to understand goals and current financial information; analyze to create plans with appropriate strategies, products and services.
• Develop and maintain a base of clients who value guidance.
• Keep client financial plans current and aligned with goals over years.

Skills

Self-motivation

Relationship-building

Entrepreneurial drive

Job description

Lifetime Financial Growth, LLC in Ohio seeks a Financial Representative to help individuals and businesses protect assets, understand their financial life, and build wealth for the future.

We provide development and training—locally, virtually and nationally—to support you as you build your practice with us, plus tools to market and grow, mentorship, and a competitive benefits package including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.