Law Office of DuPont and Blumenstiel
Financial Advisor
Law Office of DuPont and Blumenstiel, Dublin, Ohio, United States, 43016
Description
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Serve as a collaborative team player willing to further development through continued training opportunities•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals•Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Qualifications
•Up-to-date FINRA Series 65 and Insurance License are a bonus•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Valid FINRA Series 7 & 63/66 preferred but not required•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions•Serve as a collaborative team player willing to further development through continued training opportunities•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals•Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Qualifications
•Up-to-date FINRA Series 65 and Insurance License are a bonus•Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers•Valid FINRA Series 7 & 63/66 preferred but not required•A Bachelor's degree in finance, business administration, or alternate related analytical field is required•Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed•Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential