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Financial Advisor

Company: The Middlefield Banking Company
Location: Cleveland
Posted on: January 16, 2022

Job Description:

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 or strategy.
  • Using effective prospecting and referral based strategies as well as identifying and cultivating new client relationships within target markets.
  • 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 equivalent.
    • Exceptional interpersonal and relationship building skills.
    • 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 law.by Jobble

Keywords: The Middlefield Banking Company, Cleveland , Financial Advisor, Accounting, Auditing , Cleveland, Ohio

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