Financial Advisor

Teksky LLC; Columbus (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Teksky LLC in Columbus, OH is seeking a dedicated retirement planning advisor to help pre-retirees achieve financial confidence. You will provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions, while the marketing team supplies qualified leads.

Responsibilities include conducting consultations, developing comprehensive retirement plans, recommending investment and insurance solutions, and building lasting client

Qualifications

• Active financial licenses: Series 65 and/or Series 66 + Series 7, and Life & Health Insurance license.
• Experience in retirement planning, wealth management, or financial advising.
• Strong sales, communication, and relationship-building skills.

Responsibilities

• Conduct consultations with qualified prospects.
• Develop and present comprehensive retirement plans.
• Recommend and implement investment and insurance solutions.
• Build lasting client relationships and grow your book of business.

Skills

Series 65 license

Series 66

Series 7

Life & Health Insurance

Retirement Planning

Wealth Management

Sales Skills

Communication

Relationship Building

Job description

Join a growing retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You\'ll provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. Our marketing team supplies qualified leads through TV, radio, digital campaigns, and live events allowing you to focus on advising clients and closing business.

Key Responsibilities

• Conduct consultations with qualified prospects.
• Develop and present comprehensive retirement plans.
• Recommend and implement investment and insurance solutions.
• Build lasting client relationships and grow your book of business.

Qualifications

• Active Series 65 or Series 66 + Series 7 license.
• Active Life & Health Insurance license.
• Experience in retirement planning, wealth management, or financial advising.
• Strong sales, communication, and relationship-building skills.