Financial Planner
$77K - $104K/yr
Description We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or ...
Elite Partners
2 jobs near Columbus, OH
Financial Planner
$77K - $104K/yr
Description We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or ...
Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our ...
Description We want to add a motivated and personable new employee to our insurance agent team who is seeking a new learning opportunity with lots of room for growth. The ideal candidate for our ...
Job description
Description
We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
• Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies that are suitable based on the client's risk tolerance.
• Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings, and insurance options.
• Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
• Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
• Engage in continuous training programs to enrich financial expertise and capabilities.
• Have the opportunity to advance into leadership and managerial positions as your career evolves.
Qualifications
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
• Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
• Relationship skills, communication skills, and customer service skills are crucial.
• Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
• Job seekers must already have or be willing to get licensed in the financial sector.
• Current professional license FINRA Series 6 and 63 or equivalent is a plus.
We are seeking a financial professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
• Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies that are suitable based on the client's risk tolerance.
• Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings, and insurance options.
• Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
• Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
• Engage in continuous training programs to enrich financial expertise and capabilities.
• Have the opportunity to advance into leadership and managerial positions as your career evolves.
Qualifications
• Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
• Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
• Relationship skills, communication skills, and customer service skills are crucial.
• Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
• Job seekers must already have or be willing to get licensed in the financial sector.
• Current professional license FINRA Series 6 and 63 or equivalent is a plus.
About Elite Partners
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