Job Description
Join our elite team of financial advisors in Toledo, OH and unlock your earning potential with a competitive sign-on bonus! We're seeking ambitious professionals to build meaningful client relationships while delivering comprehensive wealth management solutions. Enjoy uncapped commission structures, comprehensive benefits, and continuous professional development in a supportive environment.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain robust client portfolios across investments, retirement, and insurance
- Exceed monthly sales targets through strategic prospecting and networking
- Stay current on market trends and regulatory compliance requirements
- Leverage CRM systems to track client interactions and opportunities
- Collaborate with internal support teams for seamless client service
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and Series 66/63/65 licenses required
- 3+ years financial services sales experience
- Proven track record of meeting/exceeding revenue goals
- Exceptional communication and presentation skills
- Certified Financial Planner (CFP) designation preferred
- Strong proficiency in financial planning software