Teksky LLC ยท 1 day ago
Financial Advisor
Columbus, OH
Full-time
Onsite
Mid Level
$110K/yr - $110K/yrTeksky LLC is a rapidly growing wealth management firm, and they are seeking a driven, client-focused Financial Advisor to join their Columbus office. The role involves leading meetings with prospects, building financial plans, and nurturing client relationships.
IT ManagementProject ManagementStaffing AgencyWeb Design
Hiring Manager
Bharath Reddy (Brian)
Responsibilities
Lead first and second meetings with warm, qualified prospects
Build and present clear, written financial plans
Implement tailored investment and insurance strategies
Nurture long-term relationships and grow your personal book of business
Qualification
Required
Active Series 65 (or 66 + 7) and Life & Health licenses
Strong sales, communication, and client relationship skills
Coachable, motivated, and passionate about helping clients succeed
Company
Teksky LLC
Health care, legal services, non-IT sectors, construction, automobile industry, taxation, physical therapy, nursing, dentistry, medical practice, laboratory technology, semiconductor field, medical devices, aerospace, finance, entertainment, media, and legal representation.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase