The Financial Advisor, to be located in Northwest Ohio, develops, services and delivers financial planning to clients; assists clients with insurance, retirement and estate planning and makes appropriate recommendations for clients' financial needs; and communicates with clients regarding changes in the economic and investment environments. 

Required Skills

Bachelor's degree in business, finance or related field preferred, and appropriate licensure, including Series 7 and Series 63 AND 65 (or 66 if not both 63 AND 65) and insurance license. Previous investment knowledge and experience is required. Must demonstrate stellar communication, sales and public relations skills, as well as interviewing and research skills. Continuing education to remain current in new regulations, products and changes in law is required. Must be able to drive and have insurance if using personal car on bank business.  Requires the ability to multi-task and prioritize.  Must be able to work in a fast paced environment.

Required Experience

Bachelor's degree in business, finance or related field preferred, and appropriate licensure, including Series 7 and Series 63 AND 65 (or 66 if not both 63 AND 65) and insurance license. Previous investment knowledge and experience is required. Must demonstrate stellar communication, sales and public relations skills, as well as interviewing and research skills. Continuing education to remain current in new regulations, products and changes in law is required. Must be able to drive and have insurance if using personal car on bank business.  Requires the ability to multi-task and prioritize.  Must be able to work in a fast paced environment.