Financial Advisor - Ohio (67434)
On-siteDublin, Ohio, United States
Job Summary
Generate new prospect contacts through networking, referrals, and social media outreach to build a robust pipeline of potential clients. Conduct sales presentations with prospective clients to communicate the value of financial strategies and guide them through the onboarding process. Establish strong relationships by understanding client financial goals and collaborating with portfolio management teams to align solutions with objectives. Lead generation involves persistent follow-up and community presentations, while you build foundational knowledge of financial planning frameworks, tax strategies, and regulatory guidelines. This performance-based role requires strong sales aptitude and comfort with rejection, with compensation directly tied to client acquisition and retention.
Required Qualifications
- Bachelor's degree in Business, Finance, Marketing, Communications, Sales or a related field
- Strong interest in sales, client acquisition, and financial services
- Excellent communication and interpersonal skills
- A proactive and self-motivated approach to business development and prospecting
- Strong desire to educate and guide people through finances
- Comfort with performance-based compensation and meeting sales targets
- Comfort with rejection and persistence in follow-up
- Eagerness to learn and grow in a fast-paced sales environment
- Track record of meeting or exceeding goals/targets
- Strong organizational skills and attention to detail
- Proficiency in Microsoft Office Suite
- Must be able to lift up to 20 pounds
- Must be available for 10% travel
Desired Qualifications
- Strong sales aptitude
- Leadership experience
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