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Financial Advisor
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-22
Listing for:
Teksky LLC
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Join a growing retirement planning firm dedicated to helping pre-retirees achieve financial confidence. You'll provide personalized retirement strategies, including fee-based investments, fixed indexed annuities, and life insurance solutions. Our marketing team supplies qualified leads through TV, radio, digital campaigns, and live events allowing you to focus on advising clients and closing business.
Key Responsibilities- Conduct consultations with qualified prospects.
- Develop and present comprehensive retirement plans.
- Recommend and implement investment and insurance solutions.
- Build lasting client relationships and grow your book of business.
- Active Series 65 or Series 66 + Series 7 license.
- Active Life & Health Insurance license.
- Experience in retirement planning, wealth management, or financial advising.
- Strong sales, communication, and relationship-building skills.
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