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    Financial Advisor Financial Planner

    Sharonville, OH 45241
    Full-time, Part-time
    Similar jobs pay $8.79 - $11.08
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    Job Description

    Job Description

    Looking for self-starter to work alongside top producers and grow business in a securities branch. This amazing team of Financial Planners and CPAs have been working together for decades in a bright, professional environment. Owners are beginning a 5-10 year succession plan to the next generation of advisors. Do you want to be part of that??? Bringing your own book of clients/business is important, even if not large. MUST have 5+ years of experience and hold a Series 7, and/or 66, and/or insurance license. Must be proficient in Word, Excel, PowerPoint, Outlook, RedTail CRM. BranchNet/Clientworks experience a plus. Top dollar for the right person.

    Duties Include

    • Preparing and processing forms/documents for clients and supporting advisors
    • Responding to client inquiries and requests
    • Facilitating communication with clients and advisors through on-going mailings, email and phone calls
    • Processing financial transactions
    • Entering data into branch operational and CRM software
    • Recording & monitoring communications with clients and tracking tasks & opportunities using CRM software
    • Maintaining compliance with broker/dealer and regulatory requirements


    • Securities registration – Series 7 & 66 or equivalent.
    • Life & Health Insurance Licensed
    • At least 5 years’ experience in the financial services industry
    • Professional communication skills
    • Ability to multi-task
    • Organized
    • Team-player
    • Proficiency with Social Media (LinkedIn, Facebook & Twitter) and technology, including Microsoft Office, RedTail CRM and other common software programs
    Posting ID: 563636781Posted: 2021-01-26