- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual financial status, income, financial goals, and other factors contributing to wealth management
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
- Serve as a collaborative team player willing to further development through continued training opportunities
- Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
- A required Bachelor's degree in business administration, finance, or similarly related field
- Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Valid FINRA Series 7 & 63/66 preferred but not required
- Up-to-date FINRA Series 65 and Insurance License are a bonus
-
Financial Consultant
3 weeks ago
Law Office of DuPont and Blumenstiel Dublin, United StatesDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has ...
-
Financial Analysis Consultant
3 weeks ago
InsideHigherEd Columbus, United States Administrative Jobs ,Screen reader users may encounter difficulty with this site. For assistance with applying, please contact hr- If you have questions while submitting an application, please review these frequently asked questions. · Current Employees and Students:If you are currently employed or e ...
-
Peopleoft Financial Consultant
4 days ago
LanceSoft Columbus, United StatesPeoplesoft FIN Operations Consultant · Role Description · •Act as a PeopleSoft Financial Management (FIN) and Product Specialist · •Work with Business and Managed Services vendors to support day-to-day PeopleSoft-based Financial Operations · •Help manage the State's relationship ...
-
Peopleoft Financial Consultant
5 days ago
LanceSoft Columbus, United StatesPeoplesoft FIN Operations Consultant · Role Description · •Act as a PeopleSoft Financial Management (FIN) and Product Specialist · •Work with Business and Managed Services vendors to support day-to-day PeopleSoft-based Financial Operations · •Help manage the State's relations ...
-
Financial Analysis Consultant
5 days ago
Ohio State University Wexner Medical Center Columbus, United StatesJob Description · Functions as the Manager of Financial Analysis for IT within The Ohio State University's Wexner Medical Center; performs highly complex and comprehensive analysis, forecasting, and strategy development; conducts and interprets financial and business related ana ...
-
Financial Consultant
3 weeks ago
Empower Retirement Columbus, United StatesGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisf ...
-
Financial Services Consultant
3 weeks ago
Equitable Advisors LLC Columbus, United StatesEquitable Advisors- Financial Consultant · A Culture of Growth with a Firm that Supports YouYou've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you — and help you di ...
-
Financial Analysis Consultant
3 weeks ago
Ohio State University Wexner Medical Center Columbus, United StatesJob Description · Functions as the Manager of Financial Analysis for IT within The Ohio State University's Wexner Medical Center; performs highly complex and comprehensive analysis, forecasting, and strategy development; conducts and interprets financial and business related anal ...
-
Leasing
1 week ago
Apartment Management Consultants Dublin, United StatesWe are currently seeking a Leasing Consultant · Leasing Consultants act as the community's sales representative by greeting clients, presenting the features and benefits of their community, and properly securing lease agreements from qualified persons. · Responsibilities include ...
-
Advisor Consultant
2 weeks ago
TIAA Dublin, United States Full timeThe Alternatives Business Development job directs the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this job manages large projects and processes to maintain relationship ...
-
Business Analyst
3 weeks ago
INSIGHT2PROFIT Dublin, United StatesOverview · Positions available in Chicago, Cleveland and Columbus · About Us · Do great things in uncharted territory and experience the excitement of taking your career to new heights at INSIGHT2PROFIT, a rapidly growing leader in pricing and profitability consulting and techn ...
-
Lead Dotnet Developer
1 week ago
Dash Technologies Inc Dublin, United StatesJob Title: Lead Dotnet Developer · Duration: Full-time/ Contract to Hire · Job Description: Developer Lead who aspires to be a technical team lead. The candidate will get to work on some of the innovative products we build for our clients. If the candidate is looking for fast gro ...
-
PBM Regional Account Executive
2 weeks ago
UnitedHealth Group Dublin, United States Full timeOptum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel ...
-
Private Wealth Management Sales Consultant
1 week ago
Meeder Asset Management Inc Dublin, United StatesEOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientat ...
-
Network Pricing Consultant
4 days ago
UnitedHealth Group Dublin, United StatesAncillary modeling for all ancillary types Ensure that healthcare contracts are priced accurately and effectively Support and validate provider network contracting and unit cost management Conduct financial and network pricing modeling, analysis, and Network, Pricing, Consultant, ...
-
Private Wealth Management Sales Consultant
1 week ago
Meeder Asset Management Inc Dublin, United StatesEOE Statement · Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orient ...
-
Delivery Leader
1 day ago
ApTask Dublin, United StatesAbout Client: · The client provides information technology (IT) services, including business outsourcing, infrastructure technology, and application services. The application service offered by the company includes application development, maintenance, and support. The markets s ...
-
Front Office Assistant
3 weeks ago
Bosley Dublin, United StatesNow Hiring | Front Office Assistant – Aesthetics, Columbus, OH · $17.50 per hour · About Us: · Bosley, the world's largest internationally known aesthetic medicine practice is offering an exceptional opportunity. With 70 offices across the nation and over five decades of experi ...
-
Technical Services Manager
5 days ago
Maronda Inc. and Subsidiaries Dublin, United StatesPosition Overview: · The Land Acquisition Manager will be responsible for identifying land to be acquired for single family and multifamily projects within the Ohio region. The Land Manager will work independently to negotiate land acquisitions, perform land use and financial an ...
-
VP, Corporate Finance
1 week ago
Meeder Asset Management Inc Dublin, United StatesEOE Statement · Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orient ...
Financial Consultant - Dublin, United States - Law Office of DuPont and Blumenstiel
4 weeks ago
Description
Job Description
Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply todayCompensation:$45,000 - $55,000
Responsibilities:The law office of DuPont and Blumenstiel is a rapidly growing law firm centered in Dublin, Ohio and serving clients throughout the United States. From our core vision of being advocates for persons who have had their health adversely impacted by the negligent acts of others and helping persons grow and protect their assets we have been rapidly growing and expanding during the last several years and are expanding to a national presence. We are a core value driven business that believes that the clients, team members, and the business all benefit when the team members are placed in a position where their unique abilities are maximized and they are encouraged to be the best that they can be.