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Role:
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning products and services.
Summary of Responsibilities:
Education:
Qualifications and Experience:
Knowledge and Skills:
Essential Duties and Responsibilities:
Benefits
• Full Benefits
• Office Space
• Marketing Provided by Financial Institution
• Fees Covered
• Started Book (Amount will be discussed on initial outreach call with recruiter)
Qualifications
• Bachelor’s Degree in related field
• 2 years of financial industry experience
• Possess FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance).
• Certified Financial Planner designation preferred. Credentials recommended.
• Possess a clean credit and U-4 CRD history.
Knowledge and Skills
• Strong understanding of the investment industry
• Excellent interpersonal and listening skills
The income range is dependent on a number of factors, including the applicant’s skill, experience, and work location.
The posted salary range is subject to increase based on annual commissions. We believe in rewarding exceptional performance, and our commission structure is designed to provide you with the opportunity to substantially boost your earnings
Full Time
$57k-77k (estimate)
04/28/2024
05/16/2024
priorityfinancialgroup.org
MASON, OH
25 - 50
Private
ANDREW RABAS PRINCIPAL
<$5M
Investment Management
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.