Financial Services Representative

Located onsite in Mayfield Village, OH, this client‑facing role operates within a small agency that prioritizes personal service and strong relationships. The position focuses on promoting financial products, educating clients on available options, and delivering hands‑on financial planning support to help customers pursue their goals. The compensation range is USD 50,000 to 70,000 per year, and the environment emphasizes collaboration and ongoing development.

Responsibilities

• Advise clients on financial planning and investment options.
• Assist clients with portfolio management and asset allocation decisions.
• Conduct financial reviews and recommend suitable products.
• Maintain compliance with applicable financial regulations.

Requirements

• 3+ years of experience in financial services.
• Strong analytical and communication skills.
• FINRA Series 7 and 63 licenses preferred.

Benefits

• Simple IRA
• Health insurance
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

I launched the agency in 2015 and now lead a close‑knit team of four. Before entering this field, I worked in hospitality, where I learned the value of building relationships, showing up for people, and delivering a consistently excellent experience. That mindset remains at the core of how we serve clients and support our team. I am a Miami University graduate, have been married for more than 14 years, and am a parent to two daughters aged 11 and 9, along with a King Charles Cavalier who keeps life entertaining.