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Confidential

Financial Advisor (Finance / Wealth Management / Business)


About the Job

OMJ Job Number/Reference Code: 3390438

Desired Skills/Duties: S-1037-9 Employer Seeking: Financial Advisor (Finance / Wealth Management / Business) Worksite Location: Canton, Ohio 44718 How to Apply: Submit a **resume** AND a **completed referral form** to the Customer Service Desk at either OhioMeansJobs Centers locations. OR Email your resume to: rc6@omjwork.com. You MUST include the job ref code# or title of position you are interested in. OR Fax your resume to: (330) 491-2650 ATTN: RC6 **Job qualifications must be reflected on your resume to be considered** Job Responsibilities As a Financial Advisor, you will be responsible for reviewing and analyzing a client's financial condition, rendering advice and making recommendations to help achieve their goals. This will involve anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by our company. Additional responsibilities for this finance role include: Analyzing financial information and determining strategies, products and services to help client meet their financial objectives Delivering information to clients pertaining the purpose and details of financial products, services and strategies Developing long lasting client relationships, keeping client plans up-to-date and acquiring new clients on an ongoing basis Contacting clients periodically to determine if there have been changes in their financial status Job Requirements We are looking for driven and professional candidates who combine a positive attitude and strong work ethic with an entrepreneurial spirit to build consultative business relationships. You should also be able to thrive in a high-energy, fast-paced environment while working effectively as part of a team. Furthermore, you should display exceptional verbal and written communication, interpersonal and presentation skills, with the ability to identify client needs and provide financial solutions. Additional requirements for this business development / wealth management role include: Bachelor's or Associates degree in business, finance, sales, marketing or related field or relevant work experience Prior experience sourcing clients through prospecting and networking Ability to develop community presence with an established network of personal and business contacts Entrepreneurial mindset to develop your role within the organization Wage Range: 20,000-60,000 Shift/Hours: Fulltime / Monday-Friday Available Benefits: 401K, Dental Insurance, Health Insurance, Vacation, Paid Holidays, Retirement Plan other than 401K Driver s License Requirement(s): must have valid driver s license Pre-employment Testing: criminal background check, reference check, and employment testing Staff Contact: RC6

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