Job Description
Join our award-winning wealth management firm as a Financial Advisor in Toledo, OH! We're seeking driven professionals to help clients build lasting financial legacies through personalized investment strategies, retirement planning, and wealth preservation. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment where your success is our priority. Why join us? Industry-leading compensation structure, cutting-edge tech tools, and a culture that values integrity and client-first service. What we offer: Health benefits, 401(k) matching, professional development stipends, and flexible work arrangements. Make an impact while advancing your career in one of Ohio's most vibrant financial markets!
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Build and maintain a robust client portfolio through strategic investment management
- Conduct regular portfolio reviews and adjust strategies based on market conditions
- Drive new client acquisition through networking and referral programs
- Ensure compliance with FINRA regulations and firm policies
- Utilize CRM systems to track client interactions and opportunities
- Collaborate with internal experts on tax, estate, and insurance solutions
Qualifications
- Bachelor's degree in Finance, Business, or related field (or equivalent experience)
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial services or client-facing sales
- Proven track record of meeting/exceeding sales targets
- Strong analytical skills and ability to explain complex concepts simply
- Excellent communication and relationship-building abilities
- Entrepreneurial mindset with passion for helping others achieve financial success
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)