Certified Financial Planner
JK Investment Group
Cleveland, OH US
Posted ago
JK Investment Group

Are you an experienced Financial Advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. This is a unique opportunity to grow your business, that you own, and do it with the support of a firm rather than just "going it alone".

  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Bachelor’s degree in business administration, finance, or related field is required
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
$100,000+ yearly at plan
About JK Investment Group

At JK Investment Group, our success is a tribute to our unique approach to investing and the life-long client relationships we cultivate. We tailor our financial planning strategies to individual goals and risk tolerance, actively refining our solutions to strengthen our client’s personalized wealth plans. Our comprehensive approach involves more than wealth management as we anticipate and address needs for tax, estate, insurance, charitable planning, and more. Combining our experience and analysis with passion and energy has kept JK Investment Group at the forefront of the industry.

Our strategy is simple: We measure our success through the success of our clients. 

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