Tax and Investment Advisor

3 weeks ago


Parma, Ohio, United States Brookside Tax & Financial Group Full time
About Us

Brookside Tax & Financial Group is dedicated to making a difference in our clients' lives by providing expert tax, investment, insurance, retirement, and estate planning services. We strive to be the one-stop advisor that our clients turn to for all their financial needs.

We are a privately-owned financial services firm based in Parma, OH, and we take pride in our commitment to excellence and customer satisfaction. Our mission is to deliver exceptional service and guidance to our clients, helping them achieve their financial goals and objectives.

We are currently seeking a Jr. Financial Advisor to join our team and contribute to our mission. This role offers a unique opportunity to work with a talented team of professionals who are passionate about delivering outstanding results for our clients. The ideal candidate will be a motivated and results-driven individual with a strong desire to grow their career in the financial services industry.

The Jr. Financial Advisor will be responsible for developing and executing comprehensive financial plans, identifying and pursuing new business opportunities, and building strong relationships with existing clients. They will also collaborate with other team members to ensure seamless delivery of services to our clients.

We offer a competitive salary of $50,000 plus commission and bonus opportunities, as well as access to top-notch administrative support, paid marketing support, and the equipment and software needed for illustrations and reports. In addition, we provide opportunities for professional development, including health, dental, and vision insurance, a retirement plan, PTO, and growth and advancement opportunities.

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