Financial Advisor

Carver Financial Services Inc. - Mentor, OH

Description

This is a unique opportunity for a motivated and intelligent individual to join a highly successful full service investment firm.

The successful candidate will work with other advisors and directly with clients providing financial planning and investments to implement financial plans. You are not expected to do any cold calling or client acquisition. Working one-on-one with clients our advisors develop individually tailored financial plans comprised of personalized investment products and services. The specific role of the successful applicant will depend upon your individual experience and knowledge.

The firm offers competitive compensation with full benefits.

Carver Financial is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status

Requirements:

The successful candidate must have at least 4 years industry experience, a Bachelor’s degree, Series 7, clean CRD/U4 record and the ability to prepare and delivers clear, effective and professional presentations. CFP or other advanced designation is preferred.