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Ohio Licensed Financial Advisor
A company is looking for a HFA Financial Advisor - Branch. Key Responsibilities Achieve personal production goals and customer service objectives for assigned branches or book of business Utilize financial planning tools to provide investment and insurance solutions based on client goals and risk tolerance Coach branch staff to identify client needs and deliver appropriate financial solutions Required Qualifications High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life and Health Licenses
A company is looking for a HFA Financial Advisor - Branch.
Key Responsibilities
Achieve personal production goals and customer service objectives for assigned branches or book of business
Utilize financial planning tools to provide investment and insurance solutions based on client goals and risk tolerance
Coach branch staff to identify client needs and deliver appropriate financial solutions
Required Qualifications
High School Diploma
Minimum of 1 year of investment sales experience
Series 7, 63, 65/66 and Life and Health Licenses