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Entrylevel Financial Professional Jobs in Ohio (NOW HIRING)

Minimum 10 years professional work experience required, energy industry experience a plus * General knowledge of financial statement analysis * Proficient with Microsoft Office tools, including Excel ...

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

Loan Sales Specialist

Grove City, OH · On-site

$17 - $20/hr

This role provides rewarding professional development and advancement opportunities in a dynamic ... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, ...

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Entrylevel Financial Professional information

What is the difference between Entrylevel Financial Professional vs Financial Advisor?

AspectEntrylevel Financial ProfessionalFinancial Advisor
CertificationsMay require Series 6 or 7, depending on roleOften requires Series 7, 66, or CFP certification
Work EnvironmentFinancial firms, banks, insurance companiesIndependent or firm-based, client-facing
Job FocusSupporting financial planning, sales, client serviceProviding comprehensive financial planning and advice

Entrylevel Financial Professionals typically support financial advisors or work in sales roles, requiring basic certifications like Series 6 or 7. Financial Advisors focus on delivering personalized financial planning and often hold advanced certifications like CFP. While both roles operate in financial firms and serve clients, Financial Advisors have a broader advisory scope and higher certification requirements.

What are popular job titles related to Entrylevel Financial Professional jobs in Ohio? For Entrylevel Financial Professional jobs in Ohio, the most frequently searched job titles are:
What cities in Ohio are hiring for Entrylevel Financial Professional jobs? Cities in Ohio with the most Entrylevel Financial Professional job openings:

Entry-Level Financial Planning Specialist (Remote) - Columbus

Traction Forge Financial

Columbus, OH

Part-time

Retirement

Re-posted 13 days ago


Job description

Here at Traction Forge Financial, leveraging the strength of GFI, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, Fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

There is no experience needed for this position. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 - 21 days

Employment Type: PART_TIME