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Senior Client Investment & Insurance Advisor
Job in
Brecksville, Cuyahoga County, Ohio, 44141, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Insurance Sales -
Insurance
Insurance Sales
Job Description & How to Apply Below
Jobtailor in Brecksville, OH seeks a financial advisor to consult on investment and insurance strategies and develop comprehensive financial plans for clients. You will grow and retain an investment and insurance book of business while owning the client experience and guiding referrals within the firm.
The role requires 2+ years of experience, a Bachelor's degree, and FINRA licenses (7/66 or 63/65) plus Life and Health Insurance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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