Job Description
Join our elite team of financial advisors in Toledo and unlock your earning potential! We're seeking driven professionals to build client portfolios while enjoying industry-leading support. $10,000 sign-on bonus for qualified candidates who start by June 30th. Our hybrid work model offers flexibility while maintaining high-touch client relationships. Comprehensive training and mentorship provided to accelerate your success in wealth management.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios and retirement strategies
- Drive new client acquisition through targeted networking
- Monitor market trends and adjust client recommendations
- Collaborate with cross-functional teams on complex financial solutions
- Maintain FINRA Series 7/66 certifications and ongoing compliance
- Utilize CRM systems to track client interactions and growth metrics
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial services or sales experience
- Active Series 7 and 66/63/65 licenses
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills for portfolio assessment
- Excellent communication and presentation abilities
- CFP designation preferred but not required
- Ohio residency and valid driver's license required