Financial Consultant - Dayton, OH

What you’d do

Meet face-to-face with clients in an Investor Center to provide personalized financial planning and mentorship while nurturing an existing client base. Full time. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Proven success building client relationships and recommending solutions
• FINRA Series 7 and 66 licensed with state registrations, or ability to acquire Series 66 upon hire
• Ability to present complex solutions to knowledgeable clients