Financial Advisor / Financial Planner
- Employer
- Bucholtz & Germo
- Location
- Willoughby, Ohio
- Salary
- $75,000 to $90,000 plus substantial production based incentives.
- Closing date
- Jun 20, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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Financial Advisor / Financial Planner
Bucholtz Consulting is seeking an additional Financial Advisor / Financial Planner. Bucholtz Consulting provides financial planning and investment management services and is located in Willoughby Hills, Ohio.
We are seeking a candidate who is able to:
- Graciously communicate and build client relationships
- Work within the team to create and implement effective marketing strategies
- Persuade clients to take action in their best interest using a consultative approach
- Maintain and improve upon existing organizational systems
- Track and ensure completion of projects
- Enjoy improving the lives of others
- Demonstrate a genuine “client-first” belief
- Be intensely curious to learn about all aspects of the investment management process
- Complete and pass the Certified Financial Planner exam within 3 years from hire date
This Financial Advisor / Financial Planner position provides an opportunity to continue to build your practice through growth of an existing book of business and referral-based introductions
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