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.
Qualifications
* Series 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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