Junior Financial Advisor

Austincc; Grandview Heights (OH); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Austincc in Grandview Heights, Ohio, is seeking a Junior Financial Advisor to support an experienced advisor across a Central Ohio territory. You will help with pre-set retirement and pension reviews, nurture client relationships, and contribute to savings, investment, retirement and life insurance activities.

The role offers a steady base pay with a bi-weekly introductory pay-floor, along with commissions and monthly/annual bonuses.

Qualifications

• Bachelor's degree in finance or related field is preferred.
• Strong communication and client-service orientation.
• Ability to work under guidance of an experienced advisor.

Responsibilities

• Assist in pre-set retirement and pension reviews for clients.
• Support maintenance of relationships with Transamerica clients.
• Contribute to savings, investment, retirement and life insurance activity.

Skills

Financial planning

Client relationship management

Sales experience

Education

Bachelor's degree in finance or related field

Tools

CRM software

Job description

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We currently have an opening for a Junior Financial Advisor. This position is out of our Central Ohio office located in beautiful and convenient Grandview Heights.This is a very unique financial services opportunity in that you would work under an experienced Financial Advisor who is responsible for a geographic territory of existing Transamerica clients and/or responsible for assisting them in conducting our pre-set retirement and pension reviews. You will receive base compensation to help maintain those relationships in addition to the compensation from your regular savings, investment, retirement, and life insurance activity.

This particular position offers a steady base, as well as a bi-weekly introductory pay-floor, and of course commissions with monthly and annual bonuses on top. Transamerica Agency Network's compensation structure provides triple the revenue streams of a typical financial services firm with zero office expenses. Our Agency Coordinators and team of Directors are second to none and consistently produce the most Million Dollar Round Table Advisors in the State of Ohio year after year. Joining Transamerica means going into business FOR YOURSELF, not BY YOURSELF.