Financial Advisor

Job Description

$45,000 - $55,000 at plan yearlyResponsibilities:

Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs

Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Serve as a collaborative team player willing to further development through continued training opportunities

Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals

Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth managementQualifications:

Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers

Valid FINRA Series 7 & 63/66 preferred but not required

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

Up-to-date FINRA Series 65 and Insurance License are a bonus

About Company

The law office of DuPont and Blumenstiel is a rapidly growing law firm centered in Dublin, Ohio, and serving clients throughout the United States. From our core vision of being advocates for persons who have had their health adversely impacted by the negligent acts of others and helping persons grow and protect their assets, we have been rapidly growing and expanding during the last several years and are expanding to a national presence. We are a core value-driven business that believes that the clients, team members, and the business all benefit when the team members are placed in a position where their unique abilities are maximized and they are encouraged to be the best that they can be.