Financial Advisor - Income Specialist
🔒 Direct submission to hiring team • Zero candidate fees
Role & Company Overview
📋 Role Overview & Responsibilities
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Candidate should be comfortable in group settings and proficient in presentations. ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy
QualificationsBachelor's degree in Finance or related field2+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skills
Frequently Asked Questions
How do I apply for the Financial Advisor - Income Specialist position at Smooth 401k? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Smooth 401k without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Strongsville, OH with potential relocation and sponsorship assistance depending on candidate qualifications.
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