More jobs:
Strategic Wealth & Insurance Advisor
Job in
Maumee, Lucas County, Ohio, 43537, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Insurance Sales -
Insurance
Insurance Sales
Job Description & How to Apply Below
Jobtailor in the United States seeks an investment and insurance advisory professional to consult on strategies, develop financial plans, and grow a book of business. You will own the client experience, handle sales and service, and refer opportunities to partners as needed.
Requirements include a university degree with 2+ years of experience or an equivalent mix, FINRA Series 7 and 66 (or 63/65), Life and Health Insurance licenses, and skills in client engagement, financial analysis, and public
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