Financial Advisor - Westerville, OH - Market 11, Region 348

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies
• Deeply understand clients' and prospective clients' needs, priorities, and concerns
• Oversee branch processes, roles, and responsibilities
• Engage the branch team to create, monitor, and adjust the branch business plan
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability

Benefits

• Paid training
• Salary for the first five years
• Firm-provided branch office in the community
• Branch office support
• Support network that extends from your branch office to your region to the home office
• No ceiling to your earning potential and growth
• Compensation package that includes opportunities for commissions, profit sharing and incentive travel
• Flexibility to balance personal and professional lives
• Culture of continuous improvement and professional development