Financial Services Representative
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-10-12
Listing for:
Lifetime Financial Growth, LLC
Full Time
position Listed on 2026-10-12
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
As a Financial Representative you will work with individuals and businesses in your community providing access financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are…- A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
- Desire to help others achieve their goals and dreams through cultivating long‐term relationships.
- Ambitious, entrepreneurial, and looking for career growth and development.
- Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
- Develop and maintain a base of clients who value your input and guidance.
- Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.
- Development and training—locally, virtually and nationally—to support you as you build your practice with us.
- Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
- Mentorship and joint-work opportunities.
- A competitive benefits package including:
Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more. - Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
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