Financial Advisor Job at RK Partners, Dayton, OH

dEwwR1ZJcE1RZWM1aFBnSHZnS0l5Mmx5L0E9PQ==
  • RK Partners
  • Dayton, OH

Job Description

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.

Responsibilities

  • Prospecting for clients through referrals, personal observation and networking
  • Developing and maintaining long-term relationships with clients
  • Fact gathering and needs analyses to arrive at client-centric financial solutions
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

  • Strong interpersonal skills and customer service focus
  • Market development/networking abilities
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • BA, BS, and/or graduate degree or equivalent work experience required


Benefits
 

Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.

In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Job Tags

Work experience placement,

Similar Jobs

Hilton

Bell/Valet Attendant - Embassy Suites by Hilton Sacramento Riverfront Promenade Job at Hilton

 ...Embassy Suites by Hilton Sacramento Riverfront Promenade is looking for a Bell/Valet Parking Attendant to join the team! Our hotel overlooks the Sacramento River, next to the iconic Tower Bridge. We're within a 10-minute walk of the Old Sacramento Waterfront District... 

MultiTech Systems

Data Entry Clerk - Remote Work From Home Job at MultiTech Systems

 ...Description: We are looking for a detail-oriented Remote Data Entry Clerk to join our team! This is a work-from-home opportunity with daily or weekly pay...  ...instructions and meet deadlines Requirements: No experience required training provided! Strong attention... 

Swift7 Consultants

Brand Promoter Job at Swift7 Consultants

 ...excellence in everything we do. Job Description Job Description We are seeking an enthusiastic and driven Brand Promoter to represent our clients products and services in a positive and engaging way. The ideal candidate will be passionate about... 

Treasure Kids Academy

Teacher Assistant/Floater Job at Treasure Kids Academy

 ...We are looking to hire an Assistant Teacher (NO EXPERIENCE NEEDED) IMMEDIATE HIRE Responsibilities: Assist in managing the daily classroom schedule in accordance with our curriculum. Maintains an attractive, well-kept classroom that encourages children to create... 

Belay Technologies

Junior Software Engineer Job at Belay Technologies

 ...Business Journal's (BBJ) Best Places to Work 2019, runner up in 2020 and a finalist in 2021! Belay Technologies is seeking a Software Engineer (DBX) to join our intel team. The DBX team is focused on making complex, relational datasets easily accessible and searchable...