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Financial Solutions Advisor
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Responsibilities
- Provide comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals to business partners
- Meeting with clients to review financial and investment goals
- Applying and expanding knowledge by completing required licenses and trainings
- Identifying and engaging potential new clients
- Aptitude in obtaining required industry licenses
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Must be self-disciplined in managing time and capacity
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Spanish language proficiency
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