Are you a Certified Financial Advisor seeking to positively influence individuals' financial well-being? Come aboard The Pension Group in Dublin, OH, US, where we excel in delivering exceptional financial guidance to our clientele. Our team is committed to aiding people in preparing for a stable and prosperous future, creating peace of mind. Join us at The Pension Group and collaborate with a supportive team that prioritizes honesty, expertise, and client contentment above all else. As a Financial Advisor, you will meet with prospects from our proven marketing system.
Responsibilities
* Meet with clients and prospects to uncover financial needs.
* Offer specialized financial guidance and suggestions to clients & prospects based on their unique circumstances and goals.
* Regularly review and reassess clients' financial status to ensure their financial strategies align with their objectives.
* Keep abreast of financial market developments, investment products, and regulatory updates to provide clients with precise and timely information.
* Foster and uphold strong client connections through effective communication, reliability, and exceptional service delivery.
Qualifications
* Series 65 and Insurance License required.
* 2+ years of experience in financial services, preferably in a client-facing role.
* Strong understanding of investment principles, financial planning concepts, and market trends.
* Excellent communication, interpersonal, and presentation skills.
* Strong analytical and problem-solving skills.
* Proficient in CRM, Financial Planning Software, and industry platforms.
* Strong customer service orientation and a commitment to client satisfaction.
About The Pension Group
We understand the hard work and dedication it takes to build clients' wealth over a lifetime. We want to help ensure that their financial journey builds a legacy that honors a lifetime of hard work and helps them reach the retirement they deserve.
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