Financial Advisor

1 week ago


Columbus, United States Insight Financial Planning Full time
Job DescriptionJob Description

* This position is located in Norfolk, NE. Relocation or reliable commuting is required.

Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing clients.

Salary:

  • From $60,000.00 per year

Benefits:

  • Simple IRA Plan
  • Simple IRA Plan matching
  • Paid time off - vacation and medical

Schedule:

  • Full-time, 8 hour shift
  • Monday to Friday

Experience:

  • Financial concepts: 1 year (Preferred)

Essential Functions:

  • Advising clients on the many aspects of the financial goals.
  • Develop financial plans
  • Research investment products/funds
  • Trading
  • Assisting in pre-appointment as well as post-appointment
  • Completing and processing applications and forms
  • Marketing

Requirements:

  • Must be a college graduate
  • Must obtain Series 7 and Series 66
  • Have obtained or able to obtain appropriate state insurance license
  • Ability to create a positive work environment
  • Ability to effectively function as a team player
  • Ability to follow a systemized workflow
  • Ability to organize, prioritize and handle multiple tasks
  • Ability to work required hours
  • Ability to work beyond regular hours when needed
  • Ability to work under pressure and meet deadlines
  • Ability to be at work on a regular basis
  • Skill in effective verbal and written communication
  • Detail oriented



#hc112025
  • Financial Advisor

    7 days ago


    Columbus, United States Lifetime Financial Growth Full time

    Job Description Job Description We are looking for a Financial Advisor to help your clients set and achieve their financial goals! BENEFITS You can’t attract quality people with a second-best compensation package. As a Financial Advisor, you’ll be part of a recognized, respected company that offers: High earning potential with generous & extensive...

  • Financial Advisor

    1 week ago


    Columbus, United States Lifetime Financial Growth Full time

    Job DescriptionJob DescriptionWe are looking for a Financial Advisor to help your clients set and achieve their financial goals!BENEFITSYou can’t attract quality people with a second-best compensation package. As a Financial Advisor, you’ll be part of a recognized, respected company that offers:High earning potential with generous & extensive performance...

  • Financial Advisor

    1 week ago


    Columbus, United States Insight Financial Planning Full time

    Job Description Job Description * This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...


  • Columbus, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...

  • Financial Advisor

    1 week ago


    Columbus, United States Heartland Bank Full time

    Job DescriptionJob DescriptionJOB TITLE:Financial AdvisorLOCATION:Upper Arlington, OHSTATUS:Full-timeFSLA JOB CLASS:ExemptREPORTS TO:Director of Financial PlanningREQUIRED TRAVEL:


  • Columbus, United States Edward Jones Full time

    **Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team** **.** At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that...


  • Columbus, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionThe Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of...

  • Financial Advisor

    1 week ago


    Columbus, United States Capital Asset Management, Inc. Full time

    Capital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years. We are a fee-only, advisory firm.  We do not sell products or receive any referral fees or commissions.Applicants must have the following attributes:An ardent desire to help clients and colleagues. We...

  • Client Service Associate

    Found in: Resume Library US A2 - 1 week ago


    Columbus, Ohio, United States Kestra Financial Independent Advisor Full time

    The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including handling...

  • Associate Financial Advisor

    Found in: Adzuna US C2 - 11 hours ago


    Columbus, NE, 68601, Platte County, NE, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Columbus, United States Hamilton Capital Full time

    Job DescriptionJob DescriptionServe First - Be Insightful - Guide Forward - Collaborate - Make it Happen_________________________________________________________________________________________________________________________At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation, begins...

  • Financial Advisor

    1 week ago


    Columbus, United States OPOC.us Full time

    Job DescriptionJob DescriptionJob Description: OPOC.us (One Point of Care) is seeking full-time Financial Advisor to join the team in our Worthington, OH location. We are looking for a positive, high-energy individual who has solid industry knowledge, excellent oral and written communication skills, and enjoys working in a fast-paced, team environment. The...

  • Financial Services Representative

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Columbus, United States LHH Full time

    LHH Recruitment Solutions is on the search for a Financial Services Representative to assist their client in Columbus, OH. This position will assist clients that account balances, setting up new accounts and collecting financial information. There will be communication via phone and email with clients so strong communication is key. This is a direct hire...

  • Customer Service Manager Life And Health License Required

    Found in: beBee jobs US - 2 days ago


    Columbus, Ohio, United States Cardinal Financial Advisers LLC Full time

    Successful financial practice is seeking a goal-oriented, self-motivated individual with strong communication and organizational skills. This individual will be responsible for the support of the Financial Advisor/Financial Planner.If you're a self-motivated person, committed to providing phenomenal customer service, and thrives in a fast-paced environment,...


  • Columbus, United States Farmers National Full time

    Description SUMMARY: To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and...


  • Columbus, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Join our dynamic team to revolutionize how technology intersects with business. Your analytical skills and tech-savviness will be pivotal in creating impactful solutions. As a Solutions Analyst III in Consumer and Community Banking, you will aid in bridging the gap between product owners, business, operations, and software developers by...

  • VP of Finance

    7 days ago


    Columbus, United States Seifert Associates Full time

    Job DescriptionJob DescriptionThe VP of Finance is responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board and the International Financial Reporting Standards Foundation, and in accordance with financial management techniques and practices...

  • Business Modeling

    Found in: Talent US C2 - 1 week ago


    Columbus, United States JPMorgan Chase & Co. Full time

    Come join us in reshaping the future! As an Applied AI Modeling Lead in our Business Modeling organization, you will work with colleagues across JPMorgan Chase to create high-impact quantitative models for our customers’ financial needs, including retail, credit card, home, auto lending, and wealth management. Job Responsibilities: Lead a...

  • Saturday / Sunday Associate

    Found in: Jooble US O C2 - 3 days ago


    Columbus, OH, United States Golden Reserve LLC Full time

    Full-time position in-office We run TV Shows, Radio Shows, Ads and other marketing activity across 7 cities generating phone calls and web forms that have to be handled with extreme care. This role is integral to our mission of empowering retirees with clear, actionable financial guidance. Collaborate with the Scheduling Team to coordinate and schedule...

  • VP Finance

    21 hours ago


    Columbus, United States Jobs for Humanity Full time

    Company DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply even if you dont match every single requirement! We're known as an auto glass company. That's the...