FINANCIAL ADVISOR

Company: Oculus Search Partners
Location: Columbus
Posted on: March 20, 2023

Job Description:

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis
MUST HAVE 7/66 (63/65)

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. WE PROVIDE A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars Required skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Is a self-starter who efficiently manages time and capacity. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities and new client development. Strong computer skills and the ability to multitask in a demanding environment. A bachelor's degree, preferably in business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Apply Oculus Search Partners is a member of the global recruiting networks Top Echelon Network and NPAWorldwide and we work in collaboration with recruiting partners in those networks.When you apply, your resume will be immediately delivered both to us at Oculus Search Partners and also directly to the recruiting firm who we are partnering with on that particular search.These job listings are updated multiple times each day, so they are always up to date.On our home page, you can easily search jobs by category, and explore the hundreds of other current job openings we have.

Keywords: Oculus Search Partners, Columbus , FINANCIAL ADVISOR, Accounting, Auditing , Columbus, Ohio