Financial service advisor

The Financial Services Advisor advises and assists students and parents with the educational funding process within a centralized student finance structure

The candidate will be a lead staff advisor to the financial industrys primary operations and technology committees, as well manage other industry committees and groups.

We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth

If you want to take the next step in your career, take it with Nationwide! We are an independent Nationwide agency seeking a new Financial Professional to join our team

The preferred candidate will have an established book, a clean regulatory record and gross production in excess of $100K. We offer an industry leading payout with Broker Dealer support provided by Raymond James Financial Services.

Our client-focused approach, supportive boutique environment, strong leadership, state-of-the-art resources & highly-competitive compensation will change the way you do business…and maximize your potential

Recommends investment solutions and advises the client regarding the advantages and disadvantages of different financial products such as mutual funds, annuities, insurance and investments that meet the clients needs.

Financial Advisor Trainees learn to assess client needs, meet with existing and prospective clients, review investment goals and prepare recommendations for products such as stocks, bonds, options, mutual funds and annuities

Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.