Financial Consultant

German American; Whitehall (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid time off and holidays

Educational Assistance Program

Wellness benefits

Paid parental bonding leave

Financial benefits including 401(k) match

Job summary

A financial services company in Whitehall, Ohio is seeking a Financial Consultant to deliver exceptional customer service to clients in their Investments Division. The successful candidate will sell brokerage and advisory services, open and maintain client accounts, and collaborate with a dedicated team. Required qualifications include FINRA registrations, a Bachelor's degree in Business or Finance, and proficiency in Microsoft applications. The company offers competitive benefits, including insurance, paid time off, and financial incentives.

Qualifications

• Need FINRA registrations and relevant licenses.
• Bachelor's degree in Business or Finance preferred.
• Proficiency in Microsoft Word and Excel.

Responsibilities

• Provide outstanding customer service to clients.
• Work with clients selling brokerage and advisory services.
• Open and maintain client accounts.

Skills

FINRA registrations (Series 7 and 63/65 or 66 securities licenses)

Bachelor's degree in Business or Finance

Effective communication skills

Proficiency in Microsoft Word and Excel

Education

Bachelor's degree in Business or Finance

Tools

Microsoft Word

Microsoft Excel

Job description

Financial Consultant

Summary of Duties and Responsibilities: We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you’ll work with clients selling brokerage and advisory service, utilizing your deep knowledge of financial markets and the client needs to determine and recommend appropriate investment strategies and products to meet the clients’ goals.

What You’ll Do:

• Day in the Life – Every day you’ll spend time face‑to‑face with clients, explaining and selling a broad range of investment products. Working with both new and existing clients, you’ll be responsible for opening and maintaining client accounts. Daily duties will include processing of customer requests and initiating and confirming client orders.
• You’re Part of a Team – You are a member of the Investments team with a well‑established customer base. You’ll work closely with your fellow advisors, sales assistants, and management daily. You will also collaborate across business lines with the banking and wealth advisory teams to serve all of the client’s financial needs.

What it Takes:

• FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license)
• Bachelor’s degree in Business or Finance, or equivalent work experience
• Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
• Proficiency in Microsoft Word and Excel

Bonus Points:

• Bilingual

What we can offer you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 17 days paid time off, 11 paid holidays and bereavement leave
• Educational Assistance Program
• Wellness benefits
• Life event coverage
• Paid parental bonding leave
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• National and local discounts on everything from computers and vacations to phones and retail shopping.
• Logo wear discounts
• Free checking account, checks and discounted bank services

This position may cover the greater Columbus, OH area, but will have an office location at:

430 North Hamilton Road
Whitehall, Ohio, 43213
United States