Financial Advisor at Boston Ship Repair, LLC

Columbus, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Jun, 26

Salary

0.0

Posted On

15 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Investment Management, Client Relationship Building, Business Growth, Financial Analysis, Market Research, Regulatory Compliance, Business Development, Networking, Client Acquisition, Communication, Interpersonal Skills, Presentation Skills, Self-Motivation, Results-Oriented, Independent Work

Industry

Description

Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time Location: Ohio Description We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and maintaining strong relationships while achieving business growth objectives. This role requires a proactive individual with a proven track record of success in the financial services industry. Key Responsibilities Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs. Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals. Build and maintain strong client relationships, fostering trust and long-term partnerships. Acquire and manage a book of business, expanding the firm's client base. Conduct thorough financial analyses and market research to identify investment opportunities. Ensure compliance with all regulatory requirements and ethical standards. Participate in business development activities, including networking and client acquisition. Stay up-to-date on industry trends, regulations, and product offerings. Skills, Knowledge and Expertise Experience as a Financial Advisor. Active Series 65 or 66 license required. Active Health and Life Insurance licenses required. Established book of business required. Strong understanding of financial planning principles, investment strategies, and insurance products. Excellent communication, interpersonal, and presentation skills. Proven ability to build and maintain client relationships. Self-motivated, results-oriented, and able to work independently. Bachelor's degree in finance, economics, or a related field preferred. Proficient with financial planning software and CRM systems. Benefits Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.

Responsibilities

The Financial Advisor will develop and implement personalized financial plans covering investment, retirement, estate, and insurance needs for clients. This role also involves providing ongoing advice, building strong client relationships, and acquiring a book of business to expand the firm's client base.