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Benefits offered by this job
Comprehensive medical benefits
401(k) plan
Pension plan
Job summary
A leading financial services firm in Dublin, Ohio, seeks an Advisor to help clients create personalized financial plans. Responsibilities include supporting financial professionals, marketing to acquire new clients, and promoting professional growth. The ideal candidate is entrepreneurial, customer-focused, and has a proven track record of achievements. This role offers comprehensive benefits, including medical, 401k, and pension options, alongside a unique opportunity to build a meaningful career.
Qualifications
Must demonstrate a strong track record of achievements.
Excellent interpersonal skills required to foster client relationships.
Entrepreneurial mindset necessary for client engagement.
Responsibilities
Support financial professionals to cultivate client relationships.
Aid in marketing strategies for new client acquisitions.
Commit to personal and professional development.
Provide financial planning support to clients.
Skills
Excellent interpersonal skills
Customer focused
Strong track record of achievements
Entrepreneurial spirit
Job description
A leading financial services firm in Dublin, Ohio, seeks an Advisor to help clients create personalized financial plans. Responsibilities include supporting financial professionals, marketing to acquire new clients, and promoting professional growth. The ideal candidate is entrepreneurial, customer-focused, and has a proven track record of achievements. This role offers comprehensive benefits, including medical, 401k, and pension options, alongside a unique opportunity to build a meaningful career.