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Entry Level Financial Advisor

Maumee, OH 43537

Posted: 10/17/19 Industry: Financial Services Job Number: 138240 Pay Rate: $30,000.00 - $45,000.00

Entry Level Financial Advisor needed in this work hard-play hard team environment! Excellent opportunities for advancement!

The Advance Group has partnered with a leader in Wealth Management looking for a direct hire Entry Level Financial Advisor.

Compensation for the Entry Level Financial Advisor:

  • $30,000-$45,000

Hours for the Entry Level Financial Advisor:

  • 8:30am-5pm Monday-Friday
  • Could require some evening events

Job duties for the Entry Level Financial Advisor:

  • Be the main point of contact for employees making any changes to their IRA or trust.
  • Explain the differences between traditonal IRA, Roth IRA, SEP IRA, Simple IRA, and Inherited IRA.
  • Explain how individual, joint, revocable, and irrevocable trusts work.
  • Be the lead person for the operations team.
  • Proofread documents.

Qualified Entry Level Financial Advisor candidates should have:

  • Must have experience and knowledge of IRAs and Trusts and how they work
  • Must have experience coordinating or overseeing various processes/functions
  • Good computer/data entry skills; prefer 40WPM
  • Must have Excel experience
  • Good phone etiquette
  • Professional appearance and demeanor
  • Attention to detail
  • Must have a fun personality
  • Must be able to work in a fast pace environment
  • Must like doing something different every day
  • Degree preferred

Apply today!

Our mission is to become a true resource to our candidates and connect them with leading employers in Northwest Ohio. Advance your career with The Advance Group.

Niki

I enjoy helping others and am passionate about getting others to reach their full potential. I believe that developing relationships is key to helping others succeed. Being friendly, approachable, and having a sense of humor are also important in helping others feel at ease so that they can do their best.
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