Associate Wealth Advisor Job in Zanesville 43701, Ohio US
Associate Wealth Advisor
Webb Financial Group LLC: Fast-growing fee-based financial consulting firm located in Zanesville, Ohio has an immediate opening for top-notch associate wealth advisor. This position enables a quality candidate to build an excellent business for themselves while helping existing clients of the firm.
POSITION OVERVIEW:
Develops, implements, and delivers financial planning to their own list of clients
Helps service and deliver financial planning to certain existing firm clients
Assists in research for the firm
Assists in developing private client events
Follow up on firm generated leads
Assists Senior Wealth Advisor as requested
Develops and maintains a written system for their activities
QUALIFICATIONS:
Two years in financial services
Working knowledge of investments, insurance, trusts, and bank products
Excellent written, communication, interpersonal skills
Detail oriented and highly organized
A genuine interest in serving and caring for other people
Life, Health, and Series 7, 63, and 65
Strong desire to succeed
Current client base is a plus
WEBB FINANCIAL GROUP LLC
One of Ohio’s leading wealth management firms
LPL Financial is our broker dealer and RIA platform. LPL Financial is the largest independent broker dealer in the nation according to Financial Planning magazine 1996-2011 by revenue Private clients of WFGLLC include: families, small businesses, endowment funds, and Non-Profit organizations
Securities are offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or it’s licensed affiliates