The Western and Southern Life Insurance Company · 4 hours ago
Financial Advisor
Findlay, OH
Full-time
Onsite
Entry, Mid LevelThe Western and Southern Life Insurance Company is a financial services firm based in Cincinnati, Ohio, specializing in providing tailored financial solutions to middle-market clients. They are seeking a Financial Advisor who will work directly with clients to assess their financial needs and develop personalized strategies to help them achieve their financial goals.
Insurance
Hiring Manager
Rob Neff, CFP® RICP®
Responsibilities
Work directly with clients to assess their financial needs
Develop personalized strategies
Offer tailored solutions to help clients achieve their financial goals
Manage portfolios
Provide financial planning services
Offer retirement planning guidance
Advise on a variety of investment options
Build lasting client relationships through effective communication, consultation, and a commitment to client success
Qualification
Required
Series 7 certification
Series 66 certification
CFP certification
Ability to work long hours
Discipline to prospect daily
Resilience to handle rejection
Grit to continue learning
Ability to build lasting client relationships
Effective communication skills
Commitment to client success
Company
The Western and Southern Life Insurance Company
Financial products and concepts can be overwhelmingly complex.
Founded in 1888
1001-5000 employees
H1B Sponsorship
The Western and Southern Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageLeadership Team
Jeff Meek
Vice President and Chief Financial Officer - W&S Agency Group
Recent News
2025-07-30
Company data provided by crunchbase