Licensed Financial Advisor

Company: Streamline Insurance
Location: Crestline
Posted on: May 5, 2025

Job Description:

Role: Financial Advisor

Responsibilities:



--- Meet with and manage relationships with existing clients to understand their financial goals.
--- Develop and recommend tailored financial plans and solutions.
--- Help grow the client base through referrals, networking, and community engagement.
--- Provide ongoing client support and financial education.

Qualifications:

--- Must hold a valid financial advisor license.
--- Proven experience in financial advising or a related field.
--- Strong interpersonal and communication skills.
--- Ability to work independently and as part of a team.
--- Commitment to providing exceptional client service and maintaining ethical standards.

Responsibilities:
--- Work with our existing clients to help retain our existing book of business and mine for new opportunities
--- Talk with current and prospective clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
--- Answer client questions about financial plans and strategies and giving financial advice
--- Advise on strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
--- Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
--- Analyze financial data received from clients to develop strategies for meeting clients' financial goals

Qualifications:
--- Bachelor's degree in business, finance, or a related field
--- 1-2 years of sales experience
--- Must have FINRA series 7 and 63 Securities Registration (66 or 65 preferred)
--- Life and Health License
--- Knowledge of mutual funds, securities, and insurance industries

About Company:
Our rapidly growing insurance agency, with two thriving locations, offers a unique opportunity to join a family-oriented team. We value work-life balance and understand the importance of family time. You'll have the chance to meet with our existing clients and help the client base grow in a supportive and collaborative environment. If you are ready to take your career to the next level with a company that truly cares, we would love to hear from you!

Keywords: Streamline Insurance, Canton , Licensed Financial Advisor, Accounting, Auditing , Crestline, Ohio