Job Description
Join our elite team of financial advisors at Wealth Management Solutions Inc. in Toledo, OH! We're offering a $10,000 sign-on bonus to exceptional candidates ready to build their career in wealth management. Enjoy comprehensive training, competitive benefits, and a supportive environment where your success is our priority. Help clients achieve their financial dreams while growing your income through commissions and bonuses.
Responsibilities
- Develop personalized financial plans for clients covering investments, retirement, and insurance
- Build and maintain strong client relationships through regular portfolio reviews
- Analyze market trends to recommend optimal investment strategies
- Comply with FINRA regulations and maintain industry certifications
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Prospect and convert new high-net-worth clients in the Toledo area
- Utilize CRM systems to track client interactions and pipeline
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial services or sales experience
- Strong analytical skills and market knowledge
- Excellent communication and presentation abilities
- Proven track record of meeting sales targets
- CFP, CFA, or ChFC designation preferred
- Valid Ohio securities license