Investment Advisor: Client Growth & Strategy

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

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.