SHG is in the business of making connections, and honed our process through years of providing direct-hire services.
Financial Advisor
Location
Ohio
Posted
1 day ago
Salary
Not specified
Job Description
Job Requirements
- Experience as a Financial Advisor.
- Active Series 65 or 66 license required.
- Active Health and Life Insurance licenses required.
- Established book of business required.
- Strong understanding of financial planning principles, investment strategies, and insurance products.
- Excellent communication, interpersonal, and presentation skills.
- Proven ability to build and maintain client relationships.
- Self-motivated, results-oriented, and able to work independently.
- Bachelor's degree in finance, economics, or a related field preferred.
- Proficient with financial planning software and CRM systems.
Benefits
- Health Insurance, life insurance, dental, vision, 401k with match, STD/LTD, supplemental benefits, PTO etc.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Strategic Finance Manager
JobgetherWe use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
This role is responsible for driving strategic financial insights and forecasting for major business segments, directly influencing executive-level decisions. You will lead the development of driver-based models, analyze trends, and provide actionable recommendations to optimize ...
Reporting Analyst - FINOPS
NTT DATANTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.
This role supports financial aspects within Business Relationship Management by monitoring and optimizing cloud costs through real-time tracking in the ITSM system to enhance mission awareness and resource management. The analyst will govern cloud spending across teams using FinOps principles to ensure efficient resource use and maximize business value.
Analyst II supporting finance and operations for global awards at CRS
The Director of Financial Planning & Analysis will provide overall leadership and management of financial planning, reporting directly to the CFO. This individual will play a critical role in shaping the company’s strategic, financial, and operational plans while serving as a t...
