Financial Consultant

3 weeks ago


Dublin, United States Law Office of DuPont and Blumenstiel Full time
Description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today

Responsibilities

•Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
•Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
•Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

•Up-to-date FINRA Series 65 and Insurance License are a bonus
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•A required Bachelor's degree in business administration, finance, or similarly related field
•Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
•Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
•Valid FINRA Series 7 & 63/66 preferred but not required

  • Dublin, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionCompany DescriptionCPA firm providing tax, business and financial advisory services is looking for an Accounting and Tax Advisor to join the team.  Office is located in Columbus, OHJob DescriptionThe Accounting and Tax Advisor will be passionate about delivering quality solutions that make a difference in the personal lives and...


  • Dublin, United States RES Consultant Group Full time

    Job DescriptionJob DescriptionCompany DescriptionCPA firm providing tax, business and financial advisory services is looking for an Accounting and Tax Advisor to join the team.  Office is located in Columbus, OHJob DescriptionThe Accounting and Tax Advisor will be passionate about delivering quality solutions that make a difference in the personal lives and...


  • Dublin, United States Creative Financial Staffing Full time

    Job Title: Senior Staff Accountant Location: Columbus, OH About Our Client: Our client is a leading privately held brokerage firm in the US, specializing in risk management advice, insurance placement, and consulting services. With over 100 offices and nearly 5,000 employees across the US and Canada, they serve a diverse range of clients, from commercial...


  • Dublin, United States Creative Financial Staffing Full time

    Job Title: Senior Staff Accountant Location: Columbus, OH About Our Client: Our client is a leading privately held brokerage firm in the US, specializing in risk management advice, insurance placement, and consulting services. With over 100 offices and nearly 5,000 employees across the US and Canada, they serve a diverse range of clients, from commercial...


  • Dublin, United States Meeder Asset Management Inc Full time

    EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and...


  • Dublin, United States Diverse Lynx Full time

    Job Title: Snowflake-Tableau Functional Consultant Location: Dublin, CA - USA Duration: Long Term Contract Required skills: 1. Really good communication to work directly with business and be an influencer. These are cross functional teams in Sales & Finance. 2. At least 5 years of hands-on experience in both snowflake and Tableau - modeling data...


  • Dublin, United States FPI Management Full time

    Job Description • Property Name: Aster Apartments • 6775 Golden Gate Dr, Dublin, CA 94568, USA • Full-Time • Unit Count: 313 The Leasing Consultant is the community's sales representative and is responsible for interacting with residents (potential and existing) on behalf of FPI to assist with viewing/touring the property, providing accurate...


  • Dublin, United States FPI Management Full time

    Job Description • Property Name: Dublin Ranch Seniors • 3115 Finnian Way, Dublin, CA 94568, USA • Full-Time • Unit Count: 322 The Leasing Consultant is the community's sales representative and is responsible for interacting with residents (potential and existing) on behalf of FPI to assist with viewing/touring the property, providing accurate...


  • Dublin, United States Rambøll Full time

    Senior Lead Consultant, M&A Due Diligence and Compliance Full-time Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. We invite you to bring your energy, professionalism and experience with environmental due diligence projects into play as you support our growing office...


  • Dublin, United States Ramboll Full time

    Company Description Job Description Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. We invite you to bring your energy, professionalism and experience with environmental due diligence projects into play as you support our growing office and contribute to innovative...


  • Dublin, United States Ramboll US Corporation Full time

    Company DescriptionJob Description Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. We invite you to bring your energy, professionalism and experience with environmental due diligence projects into play as you support our growing office and contribute to innovative and...


  • Dublin, United States FPI Management, Inc. Full time

    Job Description• Property Name: Dublin Ranch Seniors• 3115 Finnian Way, Dublin, CA 94568, USA• Full-Time• Unit Count: 322The Leasing Consultant is the community's sales representative and is responsible for interacting with residents (potential and existing) on behalf of FPI to assist with viewing/touring the property, providing accurate information...


  • Dublin, United States Community Choice Financial Family of Brands Full time

    Who We Are: To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of Community Choice Financial Family of Brands. Using the apply link, you may be taken to a TMX Finance Family of Companies page to complete your application....

  • Service Desk Tier 2

    2 days ago


    Dublin, United States Community Choice Financial Family of Brands Full time

    Who We Are To continue providing even more financial solutions and rewarding career opportunities to support the communities where we live and work, the TMX Finance Family of Companies is now part of Community Choice Financial Family of Brands. Using the apply link, you may be taken to a TMX Finance Family of Companies page to complete your application. Your...


  • Dublin, United States FPI Management, Inc. Full time

    Job DescriptionJob DescriptionCompany DescriptionMultifamily Property ManagementJob Description• Property Name: Dublin Ranch Seniors • 3115 Finnian Way, Dublin, CA 94568, USA • Full-Time • Unit Count: 322The Leasing Consultant is the community's sales representative and is responsible for interacting with residents (potential and existing) on...


  • Dublin, United States Ramboll US Corporation Full time

    Company DescriptionJob Description Applicants must be currently authorized to work in the United States on a full-time basis. No sponsorship is available for this position. We invite you to bring your energy, professionalism and experience with environmental due diligence projects into play as you support our growing office and contribute to innovative and...


  • Dublin, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...


  • Dublin, United States Sterling Freeman Full time

    Dynamic N Cal CPA firm specializing in Non-Profit entities is adding a new opportunity. Excellent team culture. Strong earnings and career growth opportunities. Senior Auditor Responsibilities Work with Non-Profit entities Gain understanding of clients’ needs and expectations, people and values, accounting and control systems; their specific issues Take a...


  • Dublin, United States Veterans Health Administration Full time

    This is a full performance level for staff psychologists. At this level psychologists are licensed at the doctoral level to practice Independently in the provision of psychological services consulting with peers and supervisors as appropriate. They are assigned to various areas within Mental Health to include, Substance Abuse, Primary care Mental Health...


  • Dublin, United States Department Of Veterans Affairs Full time

    Summary Contract Buy Out Program: This position may be eligible for the Physician / Provider Contract Buy Out Program (CBOP), which authorizes VHA to buy out service contracts (Locum agreements, loan repayments, sign-on bonus contracts, Physician-owned practices) in exchange for...