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Financial Advisor at OneDigital - ApplyBlast

Financial Advisor

OneDigital

10 days ago

3.1 on Glassdoor

Orlando, Florida, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role evaluates clients and prospects to understand their financial needs and provides tailored advice to help them achieve their financial goals. The position involves a mix of client interactions, financial analysis, and sales strategy to cultivate and maintain client relationships. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service.

Responsibilities

Evaluate clients and provide tailored financial advice to achieve their goals
Develop and manage client relationships through ongoing communication and service
Generate revenue through prospect development and successful sales activities

Skills

Qualifications

Series 65Certified Financial Planner® (CFP®)Chartered Financial Analyst® (CFA®)Chartered Investment Counselor (CIC)Chartered Financial Consultant® (ChFC®)

About OneDigital

onedigital.com

Headquarters

Atlanta, Georgia, United States

Company Size

1001-5000 employees

Founded

2000

View Profile

OneDigital is a national advisory firm providing insurance, employee benefits, HR consulting, financial services, and PEO solutions to businesses and individuals. They help clients manage risk, control costs, and plan for long-term success through data-driven strategies and personalized guidance. With over 100,000 clients served nationwide, OneDigital combines workplace benefits, business insurance, retirement planning, and financial education into integrated solutions.