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Associate Financial Advisor — Client Planning
Job in
Strongsville, Cuyahoga County, Ohio, 44136, USA
Listed on 2026-02-06
Listing for:
Duncan Financial Group
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking an Associate Financial Advisor to participate in a structured training program to build expertise in financial planning and client service. The role involves supporting senior advisors, generating new client opportunities, and conducting comprehensive financial assessments. Candidates should have a bachelor's degree in a relevant field and an active FINRA Series 7 license. This position offers a hybrid work schedule and opportunities for professional development.
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Position Requirements
10+ Years
work experience
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