Financial Advisor
Job in
Parma, Cuyahoga County, Ohio, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Consults on investment and insurance strategies, as well as the development of financial plans for clients.
- Grows and retains an investment and insurance book of business.
- Owns the client experience, efficiently handling sales and service.
- Identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
- Acquires, expands and maintains client relationships through business development and client networking.
- Drives investment education and visibility among branch staff.
- Regularly meets with branch manager and other internal business partners to communicate and review business results.
- 2+ years of relevant professional experience
- Client Prospecting
- Client Relationship Building
- Credit Risk Analysis
- Customer Engagement
- Financial Analysis
- Financial Modeling
- Investment Banking
- Public Speaking
- Relationship Building
- Relationship Management
- FINRA Series 7 and 66 (or 63,65) required
- Life and Health Insurance required
- Bachelor's degree
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