Financial Advisor — Grow Diverse Portfolios & Win Clients

Dollar Bank; Parma (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

Dollar Bank is hiring a Financial Advisor in Cleveland, Ohio, to offer discretionary investment guidance and maintain relationships with financially successful clients. The ideal candidate will have a Bachelor's degree and three years of experience in financial products.

You will conduct client management and prospecting activities while ensuring compliance with regulatory laws. This role offers the opportunity to work with an untapped customer base and achieve production goals.

Qualifications

• Three years of experience selling mutual fund products, life insurance products, stocks and bonds.
• Valid driver's license and access to a reliable vehicle.
• Ability to prioritize and manage multiple projects.

Responsibilities

• Provide discretionary investment guidance for businesses and individuals.
• Build and maintain long-term relationships with clients.
• Conduct outgoing calls to assigned accounts/leads.
• Develop and maintain lead generation through centers of influence.
• Provide full array of financial planning for clients.

Skills

Interpersonal skills

Time management

Organizational skills

Functional familiarity with Windows applications

Education

Bachelor’s degree or commensurate experience

Fully Licensed: FINRA 7, 66 (65 & 63 or CFP)

Tools

Microsoft Word

Job description

Dollar Bank is hiring a Financial Advisor in Cleveland, Ohio, to offer discretionary investment guidance and maintain relationships with financially successful clients. The ideal candidate will have a Bachelor's degree and three years of experience in financial products.

You will conduct client management and prospecting activities while ensuring compliance with regulatory laws. This role offers the opportunity to work with an untapped customer base and achieve production goals.