Financial Planner

1 day ago

Dublin, Ohio, United States Law Office of DuPont and Blumenstiel Full time
Financial Advisor Opportunity

Our firm, the Law Office of DuPont and Blumenstiel, is seeking a talented Financial Advisor to join our team. As a key member of our entry-level ranks, you will play a vital role in helping our clients achieve their financial goals.

The ideal candidate will possess excellent communication skills, a strong analytical mindset, and a passion for financial planning. They will be responsible for developing tailored financial plans, identifying new business opportunities, and collaborating with our team to drive growth.

Key Responsibilities:
  • Develop and implement comprehensive financial plans that cater to clients' unique needs and goals
  • Identify and pursue new business opportunities to expand our client base
  • Collaborate with our team to drive business growth and development
  • Provide strategic recommendations to clients on financial products, plans, and investments
  • Conduct thorough financial assessments to determine clients' financial status, goals, and expectations
Requirements:
  • Strong communication and analytical skills, with a proven track record of building strong client relationships
  • Valid FINRA Series 7 & 63/66 licenses (preferred but not required)
  • Bachelor's degree in finance, business administration, or a related field
  • Proficiency in Microsoft Office, financial planning software, and CRM systems
  • Working knowledge of financial products, the financial industry, and personal financial advisor roles
Compensation:

$45,000 - $55,000 per year, based on performance and experience

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