Financial Advisor jobs in Middletown, OH

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FINANCIAL ADVISOR ADMINISTRATIVE ASSISTANT

Schedule review meetings by phone call or electronic communication with clients and prospective clients. Gather meeting preparation items. Complete meeting follow-up items at the direction of the Financial Advisor, including paper...

CompanyWaddell & Reed
AddressWest Chester, OH
CategoryAccounting/Finance
Salary$18 - $22 an hour
Job typePart-time | Full-time
Date Posted a month ago See detail

Financial Advisor Administrative Assistant

Waddell & Reed

West Chester, OH

$18 - $22 an hour

Schedule review meetings by phone call or electronic communication with clients and prospective clients. Gather meeting preparation items. Complete meeting follow-up items at the direction of the Financial Advisor, including paper...

Financial Advisor - Inexperienced or Career Changer

Prudential Advisors

Dayton, OH

From $66,000 a year

Developing relationships with clients (both existing and prospective). Gathering client information and using that information to build robust financial plans. Helping clients prepare for their retirement. Preparing and reviewing...