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Benefits offered by this job
Medical benefits
401k
Pension
Job summary
A leading financial planning firm in Toledo, Ohio is seeking an Advisor to create individualized financial plans for clients and provide ongoing support. You will cultivate client relationships and aid in acquiring new clients while having access to excellent training and a comprehensive benefits package. Ideal candidates possess strong interpersonal skills and an entrepreneurial spirit. Join us to make a meaningful impact on clients' financial futures.
Qualifications
Strong track record of achievements.
Excellent interpersonal skills.
Customer-focused approach.
Responsibilities
Support financial professionals to cultivate client relationships.
Aid in marketing strategies for new client acquisitions.
Provide financial planning support to clients.
Skills
Interpersonal skills
Customer focus
Entrepreneurial spirit
Job description
A leading financial planning firm in Toledo, Ohio is seeking an Advisor to create individualized financial plans for clients and provide ongoing support. You will cultivate client relationships and aid in acquiring new clients while having access to excellent training and a comprehensive benefits package. Ideal candidates possess strong interpersonal skills and an entrepreneurial spirit. Join us to make a meaningful impact on clients' financial futures.