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Financial Advisor

Company: Creative Financial Staffing
Location: Columbus
Posted on: April 10, 2021

Job Description:

Top tier Financial Planning firm seeking a Financial Advisor / Practice Assistant / Financial Planning Coordinator to take on special projects, client customer service and executive support. The ideal candidate has experience at a Financial Planning firm, can process new business, create in depth client profiles and can manage high stakes projects (lead new website implementation & social media presence).About the Client:

  • Fantastic team with longevity
  • Newly created position because of work load
  • Flexible work hours, 40 hours per week
  • Great Roth IRA benefits
  • Bonus based on personal and firm performancePrimary Responsibilities:
    • Customer Service- extreme professional who can handle affluent clients
    • Analysis- prepare client profiles, create campaigns based on data
    • Executive Support- Assist top tier financial planning professionals
    • Project Management- Lead projects to get office back on track
    • Technology- Use Linkedin, Facebook and or social media for data on potential clients
    • Meet with clients and present professionalIdeal Candidates:
      • In process of, or interest in obtaining Series 6
      • ALHC Certification (or interest in obtaining)
      • 2 years experience in a Financial Planning environment
      • Knowledge of Financial Planning jargon
      • Tech savvy & creative
      • Familiar with LinkedIn, Facebook and Twitter for business purposes
      • Analytical thinking
      • Ability to empathize with client need
      • Experience in an office setting***Healthcare is not provided by this employer***

Keywords: Creative Financial Staffing, Columbus , Financial Advisor, Accounting, Auditing , Columbus, Ohio

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