Top 30 Series 7 Jobs in Canfield Oh

Client Service & Financial Planning Specialist
Guidelight Financial Group —Cortland, OH
- $20 - $23 an hour
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
13d
Wealth Management Client Associate
Bank of America —Canfield, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Advisor
MassMutual Pittsburgh —Youngstown, OH
- $70,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Business
Quick Apply
Investment Executive
Farmers National Bank —Canfield, OH
- Research
- Mid-level
- Office
Quick Apply
Managing Director
WealthBridge Financial Group —Youngstown, OH
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
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Sales Director
MassMutual Pittsburgh —Boardman, OH
- $125,000 - $200,000 a year
- Full-time
- Management
- Mid-level
- 3 years
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Registered Representative - State Farm Agent Team Member
Jason Tarr - State Farm Agent —Poland, OH
- $50,000 - $100,000 a year
- Full-time
- Analysis skills
- Entry level
- Paid time off
- Opportunities for advancement
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Financial Advisor Associate - Pittsburgh, PA & New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Paid time off
Private Client Associate - New Castle, PA
Janney Montgomery Scott LLC —New Castle, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply

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Client Service & Financial Planning Specialist

Guidelight Financial Group
Cortland, OH

Quick Apply

Job Details

Full-time
$20 - $23 an hour
13 days ago

Benefits

Dependent care reimbursement
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Teamwork
Client database systems
Bachelor's degree
Client services
Sales management systems proficiency
Organizational skills
CRM system proficiency
Productivity software
Time management

Full Job Description

Step into an instrumental role within a fast-paced, client-focused financial planning practice. As a Client Service & Financial Planning Specialist, you will support advisors in delivering an exceptional client experience while assisting with financial planning.

This position serves as a key point of contact for clients and supports the financial planning process through client data gathering, account servicing, meeting preparation, financial plan development support, and ongoing relationship management. The ideal candidate combines strong client service skills with an interest in financial planning and enjoys working in a collaborative environment that values professionalism, organization, and continuous learning.

Key Responsibilities

Client Service & Relationship Management (60%)

Serve as a primary contact for clients regarding account servicing and administrative requests.
Provide timely and professional responses to client inquiries and coordinate issue resolution.
Schedule client meetings and manage advisor calendars.
Prepare meeting agendas, forms, and supporting documentation.
Conduct appointment reminder and follow-up calls.
Maintain accurate client records and update information within the client management system.
Assist with meeting preparation and follow-up for client meetings.
Assist with account opening, transfers, and maintenance activities.
Work with the corporate office to ensure accurate account setup and resolve operational issues.
Create and send client correspondence, thank-you notes, and other communications

Financial Planning Support (40%)

Gather, organize, and maintain client financial data.
Assist advisors in preparing financial planning analyses and recommendations.
Prepare charts, graphs, reports, and other presentation materials for client meetings.
Support development of portfolio and product recommendations consistent with client goals, risk tolerance, and time horizon.
Assist with implementation and follow-up activities related to financial planning recommendations.
Monitor planning-related workflows to ensure timely completion of client deliverables.

Qualifications

Required

2+ years of experience in financial services, wealth management, client service, banking, or a related field.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
Demonstrated commitment to delivering outstanding client service.
Proficiency with Microsoft Office and CRM systems.

Preferred

Bachelor's degree preferred; equivalent experience will be considered.
Experience supporting financial advisors or financial planning teams.
Knowledge of investment, insurance, and retirement planning concepts.
Securities registrations and insurance licenses, or willingness to obtain, including:
Series 7
Series 66
Life, Accident & Health Insurance License

Key Competencies

Client-first mindset
Professionalism and discretion
Attention to detail and accuracy
Strong interpersonal and relationship-building skills
Effective time management and organizational abilities
Problem-solving and critical thinking
Ability to work independently and collaboratively
Compliance awareness and commitment to ethical business practices
Positive attitude and willingness to learn and grow

Success in This Role

Successful candidates will be highly organized professionals who enjoy building client relationships while supporting the financial planning process. They will help create a seamless client experience, ensure operational excellence, and enable advisors to focus on delivering comprehensive financial advice and growing the practice.

This role offers a strong career path for individuals interested in wealth management, financial planning, client relationship management, and advisory support.

Pay: $20.00 - $23.00 per hour

Benefits:

401(k)
401(k) matching
Dental insurance
Dependent care reimbursement
Health insurance
Life insurance
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Location:

Cortland, OH 44410 (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

series 7 jobs in canfield oh

Client Service & Financial Planning Specialist

Wealth Management Client Associate

Financial Advisor

Investment Executive

Managing Director

Sales Director

Registered Representative - State Farm Agent Team Member

Financial Advisor Associate - Pittsburgh, PA & New Castle, PA

Private Client Associate - New Castle, PA

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