Job Opening for Financial Advisor in LHH Recruitment Solutions (Dayton, OH)

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Job Category : Business
Company Name: LHH Recruitment Solutions
Position Name: Financial Advisor
Location : Dayton, OH
Job Description : Financial Advisor

Job highlights

Searching for a candidate with experience in the financial services industry who is looking to advance his or her career as a Certified Financial Planner. This is a base plus bonus opportunity with a well-established and growing company in the Dayton, OH area. If you enjoy helping guide people with their finances and believe in a holistic client experience, please apply.

Responsibilities

Cultivate referral relationships with internal partners
Provide exceptional client support customizing client goals such as: retirement, risk management, asset allocation, college, wealth management, estate planning
Collaborate as part of a team of financial planners and CPAs to provide the best care for the clients
Work with integrity towards achieving efficient practice management
Assess and advise clients on complex financial planning areas
Willingness to train and continue learning to provide the most up to date knowledge and financial services to the clients
Manage client portfolios and build relationships while providing financial planning advice
Eagerness to continually improve
Strategic thinker and problem solver

Qualifications

Position requires a strong presentation and communication skills, with a background in client and practice management.
CFP designation preferred, but not required
FINRA Series 63/65 or 66 preferred or a condition of employment
Bachelor’s Degree
Previous or current FINRA Series 6 or 7 license is a plus
3+ years of experience creating and presenting comprehensive financial plans
Wealth management and experience with high net-worth individuals and families is a plus

Benefits

401K with profit share
Health, life, dental, disability, life insurance
Tuition and continuing education reimbursement
Vacation, PTO, paid time off

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records


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