Financial Advisor - Insurance & Wealth Planning
Western & Southern Financial Group
Western & Southern Financial Group is seeking a Financial Representative in Heath, Ohio. This role involves educating middle-income clients on risk protection and financial solutions while developing marketing strategies to attract new clients. Responsibilities include meeting with clients, maintaining records, and upholding compliance with company standards. A High School Diploma is required, while a Bachelor's Degree is preferred. Strong interpersonal skills and a work ethic are essential for success in this position. #J-18808-Ljbffr Western & Southern Financial Group
- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs... ...protection, financial security, and wealth creation; analyzing needs; and recommending... ...s) and develops appropriate marketing plan to sell insurance and investment solutions.Travels...SuggestedWork at officeLocal area
- ...day off for your birthday!Full benefits package (including pet insurance!) first of the month after your first 30 days.401(k) option... ...security experience.Prefer at least 4 years of experience in financial services, banking, or mortgage industry.Must possess at least...SuggestedExtra incomeFixed term contractWork at officeRemote workFlexible hours
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- ...retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their... ...together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect...SuggestedImmediate startAfternoon shift
- ...Description Job Description Pegasus Staffing Partners is partnering with a growing manufacturing organization seeking an experienced Financial Analyst to lead plant-level financial operations and support strategic business initiatives. This role is ideal for a hands-on...For contractors
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