Wealth Advisor

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

• Bachelor’s 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 ...