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    Financial Advisor - Dublin, United States - Law Office of DuPont and Blumenstiel

    Law Office of DuPont and Blumenstiel
    Law Office of DuPont and Blumenstiel Dublin, United States

    3 weeks ago

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    Description


    Our firm is rapidly expanding and we are currently looking for a new Financial Advisor to join our entry-level ranks.

    The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals.

    Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today


    Responsibilities:

    • Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
    • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
    • Serve as a collaborative team player willing to further development through continued training opportunities
    • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
    • Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

    Qualifications:

    • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
    • Valid FINRA Series 7 & 63/66 preferred but not required
    • A Bachelor's degree in finance, business administration, or alternate related analytical field is required
    • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
    • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
    • Up-to-date FINRA Series 65 and Insurance License are a bonus

    About Company:

    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.

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