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Financial Advisor

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Adaptation Financial™

2021-12-03 08:50:35

Job location Columbus, Ohio, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

We are looking to expand our Columbus location!


We are looking for individuals who:


  • Want to move into a Hybrid- RIA Structure.
  • Want to work with a firm that has a track record of coaching and support to help gather assets and drive revenue.
  • Want the stability of a salary vs. a commission-only position.

Responsibilities:


  • Develop your client base by building lasting, meaningful relationships.
  • Utilize marketing strategies to reach your target market & expand your business by capitalizing on referrals.
  • Conduct meetings with clients/potential clients to evaluate financial needs and educate them on alternatives.
  • Create and implement customized financial plans/strategies to enable clients to reach their goals and objectives.
  • Master the fundamentals of financial planning, risk management, and investment management services.


Education/Licenses:


  • The ideal candidate will have at minimum Bachelor's degree.
  • FINRA Series 7, 63, or 65

Skills/Experience:

  • (3+) years of experience as a financial representative with a financial services firm.
  • Understanding of financial planning, products including investments and insurance.
  • Entrepreneurial advisor looking to grow and build.

Inform a friend!

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