Junior Financial Advisor - Base Pay + Commission & Bonuses

Austincc; Grandview Heights (OH); Ibrido; USD 42.000 - 66.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Financial planning

Client relationship management

Sales experience

Formazione

Bachelor's degree in finance or related field

Strumenti

CRM software

Descrizione del lavoro

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.