Jr. Financial Advisor

Job Description

It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned financial services firm in Parma, OH. We are looking to add a full-time Jr. Financial Advisor to our team.

Value We Deliver:

· Access to service existing clients and prospective clients

· Top-notch administrative support

· Name and brand recognition of firm due to length of time & presence in the community

· Paid marketing support

· The equipment and software you need for illustrations and reports

· Income and growth potential that’s capped only by your ambition

· Access to shadow a successful financial advisor to help mentor and train you

Our Investments in You:

· Health, Dental and Vision insurance

· Retirement Plan

· PTO

· Professional development

The Expertise We’re Looking For:

· Prior Experience Working in Financial Advisory Industry (Preferred)

· High School Diploma (Required)

· Bachelor’s or Associate’s Degree in Finance or Similar Field (Preferred)

· Active State-Specific Life Insurance License (Preferred and must obtain within 45 days of start date)

· Series 65/66 (Preferred and must obtain within 9 months of start date)

What you Will Be Responsible For:

· Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients

· Prepare and participate in new client meetings and conduct meeting follow ups

· Actively call out to clients and prospective clients to cultivate new business

· Network to generate and build prospective client list

· Develop and execute additional prospecting and marketing strategies, as required

· Interview prospective clients to obtain data about their financial resources and needs

· Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales

· Call on clients to deliver and explain policies, strategies and suggest additions or changes

· Collaborate and prepare comprehensive financial plan recommendations

· Prepare and participate in existing client annual review meetings

· Assist in handling client inquiries and service requests

· Assist with the completion and review of applications

· All other duties as assigned

Key Traits of a Successful Jr. Financial Advisor:

· Highly motivated

· Client first mentality

· Entrepreneurial mindset and desire to grow the firm

· Process driven

· Excellent interpersonal skills

· Strong attention to detail

· Organized

· Ability to adhere to rules and regulations as stated and required by the firm

Pay: $50,000 plus commission and bonus opportunities

Check us out!

- Website:

- TV Appearances:

- Podcast:

Our business is our clients’ financial well-being. We will be the one-stop advisor that our clients turn to for their tax, investment, insurance, retirement & estate planning needs. Our mission is to make a difference in our clients’ lives.

Full-time