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| Job Category : | Business |
| Company Name: | Secure Path Advisory Group |
| Position Name: | Financial Advisor |
| Location : | 4930 Reed Rd, Columbus, OH 43220 |
| Job Description : | Secure Path Advisory Group in Columbus ,OH is looking to add a Financial Advisor to their team.JOB SUMMARYThis position works closely with additional staff in an Investment Advisory Firm and Insurance Firm. You will work to review clients’ financial needs as well as perform detailed risk tolerance assessment, life insurance and disability insurance needs analysisJOB CLASSIFICATION1099 commissionOVERVIEWResponsible for executing detailed financial plans and working directly with clients to ensure that their financial needs, goals and objectives can be met when planning for any number of life events including but not limited to: retirement, college planning, disability, death, long term care and others as necessary.WORKING RELATIONSHIPSThis position will report to the agency Vice President and will coordinate with the Financial Services Manager and support services team personnel. They will work in a team environment where training and personal/business growth and development are encouraged. They will work with the other Firm employees regularly to ensure appropriate compliance with all industry regulations.MINIMUM JOB REQUIREMENTSFINRA Series SIE, 6, 7, 66 or 67 licenses in various combinationsBachelor’s degree in business, finance or any related fieldState Insurance LicensingAbility to speak, read, and write English languageMust pass all pertinent Criminal, Financial and Sexual Misconduct testing as appropriateAbility to work well with others in a collaborative environmentEffective oral and written communication skillsAbility to use basic computer software including the Microsoft Office SuiteADDITIONAL SKILLS PREFERRED2 years of experience as a Financial Advisor2 years of experience with life/long term care/ disability insuranceFamiliarity with financial planning softwareExperience with a variety of investment companies including but not limited to insurance carriers, annuity carriers, mutual fund companies, third party money managers and brokerage platformsDUTIES AND RESPONSIBILITIESMeet agency clients by referral to gather information on their family needs and make appropriate recommendationsReview of existing agency accounts for suitability and make appropriate recommendations for change as neededSubmit and process all required licensing paperwork via our broker/dealer and state insurance departmentsSubmit, process, and track all new business and commissions submitted via the appropriate carriersAbility to construct and provide clients a detailed comparison of multiple appropriate options based on their specific situations.Job Type: Full-timeSchedule:Monday to FridayExperience:financial Services: 2 years (Required)Work Location: One location |
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