Are you a Licensed Financial Advisor looking to make a real impact in people's lives?
Join The Pension Group in Dublin, OH, US, where we pride ourselves on providing top-notch financial advice to clients.
Our team is dedicated to helping individuals plan for a secure and prosperous future, ensuring peace of mind for all clients.
At The Pension Group, you'll have the opportunity to work with a supportive team that values integrity, professionalism, and client satisfaction above all else.
As a Licensed Financial Advisor, you will play a crucial role in guiding clients toward financial stability and success, making a meaningful difference in their lives every day.
Responsibilities
Analyze clients' financial situations, goals, and risk tolerance to develop personalized financial plans.Provide expert financial advice and recommendations to clients based on their individual circumstances and objectives.Monitor and reassess clients' financial situations regularly to ensure their financial plans are aligned with their goals.Stay up-to-date on financial market trends, investment products, and regulatory changes to provide clients with accurate and relevant information.Build and maintain strong client relationships through effective communication, trust, and exceptional service.QualificationsSeries 65 and Insurance License required.2+ years of experience in financial services, preferably in a client-facing role.Strong understanding of investment principles, financial planning concepts, and market trends.Excellent communication, interpersonal, and presentation skills.Strong analytical and problem-solving skills.Proficient in CRM, Financial Planning Software, and industry platforms.Strong customer service orientation and a commitment to client satisfaction.
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