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Financial Advisor

2 months ago

Worthington, United States One-Point-Of-Care Full time

Accepting applications until:

December 11, 2023 at 01:49 PM EST Location:

Worthington, OH 43085 Job Status:

Full-Time Work Shift:

8:00 AM - 5:00 PM Days Worked:

Mon., Tue., Wed., Thu., Fri. Hour Per Week:

40 hours Status:

Accepting Applications Job 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 ideal candidate will have excellent knowledge of trends and regulatory changes, the ability to assess client and participant needs and deliver a positive customer experience through proactive guidance and education. If you have a commitment to excellent customer service and a willingness to go above and beyond, we would love to meet you

What we’re looking for

• Enthusiasm for and solid knowledge of 401K/403b retirement plans and services.

• Ability to proactively deliver a positive customer experience for clients and participants.

• Ability to bring new ideas and solutions to grow retirement services business and achieve team goals.

• Enjoyment for performing analytical, detailed, and process-oriented activities.

• Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word) and the desire to learn other software systems as necessary.

• Preferred FINRA Series 7 and 66 license.

Compensation

This role offers great potential for achieving high levels of compensation, depending on your individual drive. OPOC.us offers generous base pay and full benefits, as well as goal-oriented bonuses and incentives.

Benefits

• 401(k) with Company matching

• Dental insurance

• Disability insurance

• Health insurance

• Paid time off

• Paid training

• Vision insurance

OUR GROWTH OPPORTUNITIES:

At OPOC, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places

About Us: OPOC.us is a national, market leading organization in the areas of Employee Benefits, Retirement Plan Administration, Risk Management, and Business Success Services (HR and Payroll), specializing in the delivery of FORTUNE 500 “One-Point-of-CARE” solutions for small and mid-sized organizations. For over three decades, OPOC.us has successfully developed relationships that reinforce Branding, Culture Building, and EmployeeCARE, which are designed to take your company into the future. OPOC.us enjoys a national presence, delivering service to a broad spectrum of corporate clients across America. Join us

• If your passion is to work in a caring environment.

• If you believe that learning is a life-long process.

• If you strive for excellence.

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