Top 2 Investment advisor support specialist Jobs in Toledo, Oh

Inexperienced Financial Professional
Financial Design Group —Toledo, OH
- Email
- Leadership
- Entry level
- Health insurance
- Dental insurance
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Toledo, OH
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply

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Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
The Financial Planning and Investment Specialist will work closely with advisors to develop financial planning recommendations, research investment solutions,…
$65,000 - $95,000 a year
Quick Apply
12d
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Columbus, OH
Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life…
$50,000 - $80,000 a year
Quick Apply

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Inexperienced Financial Professional

Financial Design Group -
Toledo, OH

Apply Now

Job Details

Benefits

Health insurance
Dental insurance
Flexible spending account
401(k) 4% Match
Vision insurance
401(k) matching

Qualifications

Wealth management
Financial sales
Managing financial planning clients
Sales development
Financial goal setting advisory services
Relationship building in financial sales
Leadership
Entry level

Full Job Description

Our Company:

Financial Design Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial future. Our focus is on helping our clients design efficient and effective strategies for utilizing their assets and income to build wealth and help to protect their family or business. Founded in 1995, Financial Design Group, headquartered in Toledo Ohio, has additional locations in Indiana, Illinois, Kentucky, Michigan and Arizona.

What we provide:

A notable investment of time and money in you and your new practice
Extensive educational resources and support to help you become a skilled professional
Proactive, hands-on mentorship
Performance-based bonuses and travel incentives

What you can build:

Your own practice to grow, nourish, and potentially sell one day
Long-term business relationships with clients, colleagues, and strategic partners
A reputation in your community as a valued professional
A legacy that could live beyond your lifetime and touch many lives

Inexperienced Financial Professional:

As a Financial Professional with Financial Design Group you have the opportunity to build a client-centric practice helping your clients pursue their financial goals and objectives. Our team approach allows you to partner with some of the most knowledgeable experienced advisors in the business providing valuable resources you will need to build a practice. Our four-year training and development program will provide activity-based allowances and financial subsidies plus commissions and fees while you develop your practice.

As a Financial Professional with Financial Design Group, you can:

Help clients achieve financial confidence
Develop financial strategies to manage clients’ changing needs
Create and implement customized strategies focused to serve the best interest of clients
Apply your financial knowledge and experience
Have the potential to earn unlimited income
Important Candidate Attributes:
Entrepreneurial Spirit
Coachable, yet possess self-motivation and discipline
Determination and commitment
People skills and sales abilities
Resiliency when facing challenges
Leadership skills and the ability to build relationships quickly with people
The desire to make a positive impact on the life of another person

Compensation:

Commissions, renewals, and bonuses
Additional financing program providing activity-based allowances and financial subsidies for up to 48 months
Comprehensive benefit package available including medical/dental/vision, 401k with a 4% match, flexible spending accounts and other supplemental coverage available

Hiring Locations:

Ohio – Toledo
Arizona – Phoenix
Kentucky - Ft. Wright

If you possess the desire and commitment to pursue a career with independence and unlimited potential, invest the time to learn more about this rewarding opportunity. Please e-mail your resume to [email protected]

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Apply Now

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investment advisor support specialist jobs in toledo, oh

Inexperienced Financial Professional

Financial Services Professional - Hybrid Remote (OH)

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