What are the responsibilities and job description for the Financial Associate/Financial Advisor position at Marathon Financial Services?
- Who Marathon Financial Services is: Located in downtown Kent, Ohio, Marathon Financial Services invests for the long run. This practice/philosophy applies not only to our financial planning process and portfolio development, but also to our investments in our team and community. We enjoy working with clients from all walks of life and through every stage of life. Our close-knit team demonstrates caring and support for one another. We respect and value the contribution each of us brings to our work. We hope and expect that the next addition to our team will share our commitment to providing great care for people - our clients, coworkers, and community members.
- Our preferred candidate: We are searching for a colleague who is interested in a career in financial planning. We are open to a recent college graduate, someone who already has workplace experience, or a seasoned worker who is looking for a change. If not yet in the industry, your position will begin as Financial Associate, with intentions to grow into a Financial Advisor. If you bring industry experience, your initial role and duties will reflect your prior experience.
- Expectations: Candidates must pass a background check. Completion of licensing exams SEI, series 7, series 66 (or Series 63 and 65), and Life Insurance must be completed within 6 months of hiring. Some work time will be allocated for studying for these exams. Training will be provided to learn our systems, software and interactions with clients.
- Qualifications:
- Required • Bachelor’s degree (completed or in progress) or significant workplace experience • Excellent written and verbal communication skills • Desire for helping individuals improve their financial well-being • Ambitions for a long-term career in financial planning
- Desired • Prior experience in a financial services or client service role • Previous experience working in a role providing coaching, encouragement, or educational experiences
- Interview process: Our hiring process is focused on finding the right person to add to our team. Candidates will interview with partners of the firm at least twice as well as with the team as a whole, assuming both parties would like to continue the conversation.
- Compensation and Benefits: • Salary range of $50,000-$80,000 • Health, dental and vision insurance • Company contributions to HSA after 90 days • 401k with match after 90 days • Life insurance and short-term disability coverage
Salary : $50,000 - $80,000