Company Profile

American Express Financial Advisors- Columbus, Dublin, Ohio
Updated: 04/2003 

DESCRIPTION: American Express financial advisors helps individuals identify their distinct financial needs and objectives and then recommends plans and products to help achieve goals. Goals are as diverse as helping with investments, saving for a child's education or major purchase, planning for retirement or estate planning. REQUIREMENTS: The job requires initiative, the ability to market to local clients, strong interpersonal skills, effective communications and persuasive ability, analytical ability, persistence and an entrepreneurial perspective to build your practice. To be a financial advisor you will need to pass exams for federal and state licenses and registrations for securities - including: Series 7 Series 63 or Series 66 State life, accident and health insurance licenses



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Headquarters: Dublin,US-OH

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