What are the responsibilities and job description for the Financial Advisor position at J. Nelson Financial Group, LLC?
Company Description
J. Nelson Financial Group, LLC offers wealth planning services tailored to individual needs. By delving into both financial and personal aspects of clients' lives, we prioritize goals and provide guidance to achieve them. Our team constantly monitors and adjusts portfolios to optimize benefits.
This is a full-time on-site role for a Financial Advisor located in Cincinnati, OH. The Financial Advisor will be responsible for financial planning, retirement planning, managing investments, and providing financial advisory services.
- Financial Planning and Finance skills
- Retirement Planning expertise
- Knowledge of Investments and Financial Advisory services
- Certification or license in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and strong organizational skills