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
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Invest and manage client accounts in appropriate investment vehicles
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Create comprehensive financial and retirement plans for clients
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Communicate investment philosophy and market movement to clients
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Manage client relationships ongoing
Qualifications
- Bachelor’s degree or equivalent
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5+ years of investment management experience is preferred
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2+ years of sales experience
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Series 65 or 66
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Self-motivated to succeed
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Passionate about helping clients achieve their goals
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An excellent communicator with strong verbal and writing skills
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A strong moral compass and focus on integrity
