Financial Advisor
Teksky
Job Description
Job Description
Financial Advisor/Wealth Advisor based out of Columbus, OH/Cincinnati, OH.
Key Responsibilities:Conduct consultations with qualified prospects.
- Develop and present comprehensive retirement plans.
- Recommend and implement investment and insurance solutions.
- Build lasting client relationships and grow your book of business.
Qualifications:
Active Series 65 or Series 66 + Series 7 license.
- Active Life & Health Insurance license.
- Experience in retirement planning, wealth management, or financial advising.
- Strong sales, communication, and relationship-building skills.
Vacancy posted 2 days ago
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