Financial Freedom, LLC
Cincinnati, Ohio
Contact: Al Osgood, Jr.
Email: aao@finfree.com
Telephone: (513) 697-6400
Website: https://finfree.com/
Please indicate which city and state the potential job position is located: Cincinnati, Ohio
Please indicate which describes your affiliation: RIA
Please provide a brief description of your Company: Be an integral and necessary member of a team of two Certified Financial Planner™ professionals providing exceptional Fee-Only Wealth Management Services to 90-100 wonderful client families. Actively participate in all aspects of the business operation including direct client interaction and leadership of client relationships. Clients all over the country with offices in Cincinnati, OH; Dayton, OH; Malvern, PA; Sarasota, FL; and York, ME.
Please provide a brief description of what you are looking for in your possible hire: Full time Entry level fin plan role. Immediate need. Requirements to be successful: Passed CFP® educational and exam requirements (experience can be in process), Exceptional Customer Service skills with a strong sense of urgency and desire to deliver with excellence, Strong financial analysis, technology, communication (written and oral) and interpersonal skills, Willingness to learn, willingness to jump in and do whatever needs to be done, Ability to be flexible, adjusting priorities
Join Zoom Meeting: https://us06web.zoom.us/j/82706178453?pwd=c2pyVzRS-
N1U2N2FoTE92V29SUTQzdz09