Wealth Advisor

Cincinnati, OH - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Wealth Advisor

Full-time Permanent with Direct Client

Cincinnati OH
Work Authorization: US Citizens and Green Card

Responsibilities

Obtain new clients through various prospecting approaches
Invest and manage client accounts in appropriate investment vehicles
Create comprehensive financial and retirement plans for clients
Communicate investment philosophy and market movement to clients
Manage client relationships ongoing

Qualifications

Bachelors degree or equivalent
5 years of investment management experience is preferred
2 years of sales experience
Series 65 or 66
Self-motivated to succeed
Passionate about helping clients achieve their goals
An excellent communicator with strong verbal and writing skills
A strong moral compass and focus on integrity

Wealth AdvisorFull-time Permanent with Direct ClientCincinnati OHWork Authorization: US Citizens and Green CardResponsibilitiesObtain new clients through various prospecting approachesInvest and manage client accounts in appropriate investment vehiclesCreate comprehensive financial and retirement pl...