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Financial Consultant

Details

Country: USA
Location: Ohio City OH
Total applied: 40
Location:US-OH-Ohio City

Base Pay:$36,000 - $75,000/Year

Other Pay:
Salary is dependent upon exp. & past productionEmployee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no

Financial Consultant

There are a number of opportunities throughout the State, & the ideal candidates will be responsible for obtaining, retaining, and managing semi-affluent client portfolios and recommending the banks products & services relating to insurance & securities based on the client's needs and objectives, with an overall goal of advancing the client to the private banking area. Provides referrals and cross selling opportunities to branch partners.
REQUIREMENTS
5+ years investment sales experience.
Series 7, 63, LA&H licenses...Series 24 & 65 a plus.
Bachelor's Degree or equivalent work experience...Advance degree or CFP a plus.

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