Jr. Financial Advisor

It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned financial services firm in Parma, OH. We are looking to add a full-time Jr. Financial Advisor to our team.*Value We Deliver: *· Access to service existing clients and prospective clients· Top-notch administrative support· Name and brand recognition of firm due to length of time & presence in the community· Paid marketing support· The equipment and software you need for illustrations and reports· Income and growth potential that's capped only by your ambition· Access to shadow a successful financial advisor to help mentor and train you*Our Investments in You:*· Health, Dental and Vision insurance· Retirement Plan· PTO· Professional development*The Expertise We're Looking For:*· Prior Experience Working in Financial Advisory Industry *(Preferred)*· High School Diploma *(Required)*· Bachelor's or Associate's Degree in Finance or Similar Field *(Preferred)*· Active State-Specific Life Insurance License *(Preferred and must obtain within 45 days of start date)*· Series 65/66 *(Preferred and must obtain within 9 months of start date)**What you Will Be Responsible For:*· Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients* Prepare and participate in new client meetings and conduct meeting follow ups· Actively call out to clients and prospective clients to cultivate new business· Network to generate and build prospective client list· Develop and execute additional prospecting and marketing strategies, as required· Interview prospective clients to obtain data about their financial resources and needs· Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales· Call on clients to deliver and explain policies, strategies and suggest additions or changes· Collaborate and prepare comprehensive financial plan recommendations· Prepare and participate in existing client annual review meetings· Assist in handling client inquiries and service requests· Assist with the completion and review of applications· All other duties as assigned*Key Traits of a Successful Jr. Financial Advisor:*· Highly motivated· Client first mentality· Entrepreneurial mindset and desire to grow the firm· Process driven· Excellent interpersonal skills· Strong attention to detail· Organized· Ability to adhere to rules and regulations as stated and required by the firm*Pay: *$50,000 plus commission and bonus opportunitiesCheck us out!- Website: TV Appearances: Podcast: you feel like we would be a good fit for each other, apply now! *Job Type: Full-timePay: From $50,000.00 per yearBenefits:* Dental insurance* Health insurance* Paid time off* Retirement plan* Vision insuranceCompensation Package:* Bonus opportunities* Commission payAbility to Relocate:* Cleveland, OH 44130: Relocate before starting work (Required)Work Location: In person

Created: 2024-11-10