Financial Professional
2 weeks ago
Lifetime Financial Growth is a privately owned wealth management firm located in Columbus, OH. Our focus is on our clients' vision for their future to create a lasting impact on their wealth potential. We offer our clients access to a comprehensive financial product platform, and we design customized strategies and life maps to help achieve and protect their wealth.
This is a full-time hybrid role for a Financial Professional at Lifetime Financial Growth. The Financial Professional will be responsible for financial planning, analyzing financial data, preparing financial reports, and communicating with clients. It is a role that is primarily located in Columbus, OH, with the flexibility for some remote work.
- Financial Planning and Finance skills
- Analytical skills
- Financial Reporting skills
- Strong communication skills
- Excellent attention to detail
- Ability to work independently and collaborate with a team
- Bachelor's degree in Finance or related field
- Experience in the financial industry is a plus
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