About this role
Senior Financial Advisor at Meeder Investment Management. Location: Dublin, Ohio, United States. Role: Grow wealth, Manage client portfolios, Develop revenue forecasts Requirements: 5+ years financial advisory experience; BS in finance/economics; FINRA Series 7 and Series 65; CFP/CHFC preferred. Category: Finance and Accounting Seniority: Senior Level Tools: CRM software, Financial planning software Certifications: finra series 7, finra series 65 Commitment: Full Time Workplace: Onsite Languages: English