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

Apple Inc.

Realtime Rendering and Graphics Software Engineer Job at Apple Inc.

Have you experienced the 3D world within Apple Maps? Our team develops the rendering engine for Maps used in the Apple Maps app and in hundreds of third-party applications. We are looking for a curious Graphics Software Engineer to join our passionate team. You will be... 

Zips Cleaners

Planchadores de limpieza en seco Job at Zips Cleaners

 ...aprender rpido, ser altamente confiable y tendr la capacidad de realizar mltiples tareas. Tambin poseern un alto nivel de...  ...tiendas se unieron con el objetivo de brindar una experiencia de limpieza en seco de primer nivel que mantenga servicios de alta calidad a... 

Blue Cross and Blue Shield of Minnesota

Talent acquisition manager Job at Blue Cross and Blue Shield of Minnesota

 ...strategic problem-solving ability and data-driven decision-making. ~ Bachelors degree Preferred Skills & Experience MBA Knowledge in change management, communication, strategy planning & analytics, and program design & management.... 

Outback Steakhouse

Host/Server Assistant Job at Outback Steakhouse

 ...! If you are looking for a great place to work, have fun, and make money mate, click to apply. Come join the Outback family as a Host/Server Assistant, where you will make each Guests day better with friendly, prompt, and attentive service. Your authentic personality... 

Oceans Healthcare

Mental Health Technician - Nights Job at Oceans Healthcare

 ...the challenges associated with anxiety, depression and other mental health issues. Utilizing proven, innovative and progressive therapies...  ...Employee Assistance Program The Mental Health Technician (MHT) supports the nursing staff in maintaining a therapeutic...