What are the responsibilities and job description for the Associate Financial Advisor position at Axim Planning & Wealth?
Company Description
Axim Planning & Wealth is a financial planning firm located in Springboro, OH, with flexibility for some remote work. With decades of combined experience, we specialize in helping individuals work toward their personal goals and address the issues causing them to worry, anxiety, and stress. Our trademark process, The Retirement Blueprint™, addresses each of the 5 key areas of planning and connects clients with professionals in various fields to design a personalized Blueprint™. Our professional network includes estate planning attorneys, elder law attorneys, CPA's, wealth management professionals, and financial planners. We pride ourselves on the progress and success of our clients and look forward to helping you. We are a rapidly expanding National RIA and looking to add great talent to our group.
Role Description
This is a full-time hybrid role as an Associate Financial Advisor at Axim Planning & Wealth located in Springboro, OH. We are looking for someone who is looking to grow professionally while working in a team environment and assist in growing our firm.
Qualifications
- 1-3 years in the Wealth Management Industry
- Remote meeting experience
- Financial Planning and Financial Advisory skills
- Experience in retirement planning and investment strategies
- Knowledge in finance and related financial services
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Attention to detail and ability to multitask
- Ability to work well in a team and independently
- Series 65, Life & Health or ability to gain quickly
- Bachelor's degree in finance, economics, or a related field a plus
Salary : $50,000 - $70,000