At Brookside Tax & Financial Group, LLC we are a team committed to an environment where clients come first, and we are the trusted advisors for families in the community. We support them with all areas of growth and protection of their assets. Our comprehensive, innovative approach includes tax, insurance, investments, and estate planning services. If you are ready to take on new challenges with our team you will find trust, freedom, and opportunity. Trust that you are committed to doing the right thing, freedom to ask questions and influence outcomes, as well as the opportunity to make a direct difference with families. Required Skills and Experience Must have or willing to obtain one of the following licenses: Series 6,7, or 65 licenses Active Ohio Life and Health Insurance License 1+ years industry experience as a Financial Advisor/Financial Assistant 2+ years of Individual tax preparation experience (preferred) Strong sales, marketing, and business development skills Satisfactory background check Self-motivated, independent, and resourceful Able to use good judgment to provide solid financial guidance Ability to network and drive referrals to the firm Strong public speaking skills Job Responsibilities Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances Tax Preparation Advising the customer regarding the advantages, risks, and disadvantages of different products Developing internal referral resources from existing customers Identifying external prospects and building up new client relationships Identifying cross-sell opportunities Delivering seminars/webinars to clients and prospects Maintaining all necessary licenses and registrations as required To apply, please submit your resume. If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please.

Job Type:

Full-time Pay:

$50,000.00 - $200,000.00 per year

Benefits:

Dental insurance Health insurance Paid time off Retirement plan Vision insurance Ability to

Commute:

Parma, OH 44130 (Required)

Work Location:

In person