Ohio Licensed Financial Advisor
Job Summary
Participating in a targeted 21-month program, the full-time Ohio Licensed Financial Advisor will receive comprehensive training to advance from an Investment Professional to a Financial Advisor, focusing on client interactions, investment knowledge, and service administration in a call-center environment.
Key responsibilities:
- Obtain FINRA licenses including SIE, Series 7, and Series 66
- Support clients with order entry, money movement, and account maintenance requests
- Assist clients with brokerage accounts and Individual Retirement Accounts over the phone
Required qualifications:
- B.A., B.S., or 5th year M.A. or M.S. with graduation date between December 2026 and June 2027
- Desire to obtain and pass the FINRA SIE, Series 7, and Series 66
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated working knowledge of Microsoft Office software and AI tools
- Passion for client service and interest in a career in wealth management
Complete Job Description
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