About this role
Associate Financial Advisor at Peoples Bank. Location: Wilmington, Ohio, United States. Role: servicing clients, prospecting clients, designing plans Requirements: Bachelor's degree or CFP (or equivalent experience); FINRA Series 7 and 66 (or 63 and 65) and Ohio Life & Health license preferred/obtainable within 6 months; 1+ year financial services experience; compliant U4; ability to travel between branches. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7, series 66, series 63, series 65, ohio life and health insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English