Company: The Middlefield Banking Company
Posted on: January 16, 2022
FINANCIAL ADVISOR NORTHEAST OR CENTRAL OHIOThe Middlefield
Banking Company is a full service FDIC-insured commercial bank and
LPL Financial brokerage headquartered in Middlefield, Ohio. We have
16 branches serving Beachwood, Chardon, Cortland, Dublin,
Garrettsville, Mantua, Middlefield, Newbury, Plain City, Powell,
Orwell, Solon, Sunbury, Twinsburg and Westerville. The Bank also
operates a Loan Production Office in Mentor, Ohio.Dating back to
1901, The Middlefield Banking Company has been a leader in
delivering quality personal financial service to its communities.
We are continually recognized as one of the most profitable
community banks in the U.S. If you are seeking an opportunity to
learn more or have a desire to start or advance your career in the
banking industry, the Middlefield Banking Company is looking for
enthusiastic team members to join our team!We are currently seeking
Financial Advisors, to join our Wealth Management Department. In
this position, you will be responsible for:
- Leveraging your personal expertise to deliver financial and
investment advice to current and prospective clients.
- Gathering and analyzing client data to develop a financial plan
- Using effective prospecting and referral based strategies as
well as identifying and cultivating new client relationships within
- Managing client portfolios by monitoring and reviewing their
holdings on a periodic basis to ensure proper allocations and
product selection.You will possess the following qualifications:
- Bachelor Degree in business related field is preferred.
- Series 6, 7 63, life and health insurance licenses.
- Minimum of 5 years in investments, insurance or
- Exceptional interpersonal and relationship building
- Highest level of integrity and ethics.The Middlefield Banking
Company considers all applicants for all positions, without regard
to race, color, religion, gender, national origin, age, disability,
marital status, veteran status, or any other prohibited basis of
discrimination, as provided under applicable state and federal
Keywords: The Middlefield Banking Company, Cleveland , Financial Advisor, Accounting, Auditing , Cleveland, Ohio
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