ToledoRecruiter Since 2001
the smart solution for Toledo jobs

Financial Advisor

Company: The Legend Group
Location: Toledo
Posted on: March 26, 2020

Job Description:

Midwest Legend Group has a new and exciting opportunity for Financial Advisors in Toledo, OH. -- For over 50 years, The Legend Group has been helping investors to work toward their financial goals. Lincoln Investment and The Legend Group are independent, full-service investment planning firm offering a wide variety of retirement plan accounts, investment advisory services, college savings plans, insurance products and non-qualified investments. The successful candidate will have the opportunity to service new potential clientele in current 403(b) and 457 payroll slots that include a large pool of potential clients. Midwest Legend Group has developed a turnkey system to turn leads into clients, onboard, and manage client relationships to stay compliant, uncovering new planning opportunities, and maximizing retention and profits. Compensation flexible and commensurate with experience for both opportunities. The qualified individual will: Display the ability to be a self-starter/entrepreneur and demonstrate high skill with relationships and the key competencies required to be a successful advisor Ability to generate leads; set and hold productive meetings; present and implement solutions and be proactive in providing ongoing support and service Understand that our value lies in the depth of client relationships and is exceptional at developing them, particularly with high net worth prospects and clients Be an established, consummate professional at all times, both internally with our team and externally with the public Provide clients with a full range of investment services that Midwest Legend Group offers Desired Skills and Experience: 1+ yrs. financial sales experience preferred Bachelor's degree or equivalent experience in business, finance, sales, marketing or related field Ability to build and manage client relationships Excellent written and oral communication skills FINRA Series 7 and 66 preferred, exceptional candidates without this licensing will be considered State insurance licenses preferred

Keywords: The Legend Group, Toledo , Financial Advisor, Accounting, Auditing , Toledo, Ohio

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Private Equity Associate
Description: Our client, an established private equity firm in Metro Detroit that is focused on leveraged buyouts and recapitalizations, is seeking an Associate to join their investment team. The firm explores a spectrum (more...)
Company: Townsend Search Group
Location: Birmingham
Posted on: 03/29/2020

Tax - One Indirect Tax Staff
Description: The opportunityAs part of Indirect Tax, you'll provide a range of domestic and international tax planning services and tax-related advisory services within one of our focus areas, such as: Credits and (more...)
Company: EY
Location: Detroit
Posted on: 03/29/2020

Controller
Description: The Suburban Collection is seeking an experienced Controller with management experience to join our team Position Overview: As a Controller, you will work in all facets of general accounting - including (more...)
Company: The Suburban Collection
Location: Troy
Posted on: 03/29/2020


Postal Clerk
Description: POSTAL CLERK br br NO EXPERIENCE REQUIRED - PAID TRAINING PROVIDED - JOB SECURITY br br br The Postal Service is the largest government related agency in terms of employees.-- The Postal Service (more...)
Company: USA Labor Services
Location: Flint
Posted on: 03/29/2020

Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity
Company: Varsity Tutors
Location: Detroit
Posted on: 03/29/2020

Senior Investment Data Governance Specialist
Description: Senior Investment Data Govenance SpecialistABOUT THE ORGANIZATIONThe UAW Retiree Medical Benefits Trust henceforth the Trust provides health care benefits for retired UAW members of General Motors, (more...)
Company: UAW Retiree Medical Benefits Trust
Location: Ann Arbor
Posted on: 03/30/2020

Analyst, Operations Analytics (Mid-Level or Senior)
Description: Job DescriptionOur Analytics Department is on the frontline of helping build intrinsic value and make strategic business decisions through data analytics. Team members in this role are able to utilize (more...)
Company: Credit Acceptance
Location: Southfield
Posted on: 03/30/2020

Telemarketing Entry Level
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Dearborn
Posted on: 03/30/2020

Senior Accountant-Consolidations
Description: Rapidly growing manufacturing company seeking a Senior Staff Accountant to join their team.
Company: Sanford Rose Associates - JFSPartners
Location: Plymouth
Posted on: 03/30/2020

Business (Finance, Accounting, Economics) Tutor (more than $1k+/mo)
Description: Varsity Tutors is looking to contract with tutors to connect with clients across a variety of academic subjects and major test prep through Varsity
Company: Varsity Tutors
Location: Sterling Heights
Posted on: 03/29/2020

Log In or Create An Account

Get the latest Ohio jobs by following @recnetOH on Twitter!

Toledo RSS job feeds