Associate Wealth Advisor — Client-Focused Growth

Masis Professional Group; Columbus (OH); Vor Ort; USD 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

401(k) with employer match

100% employer-paid health, dental, vision, and life insurance

Paid time off and holiday pay

Health savings account (HSA)

Zusammenfassung

A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client services and managing client transactions. The firm offers a competitive salary, annual bonuses, and comprehensive health benefits.

Qualifikationen

• Series 65 license required.
• 1+ years of advising experience.
• Life and Health Insurance license strongly preferred.

Aufgaben

• Deliver personalized client experience through proactive communication.
• Support client reviews by preparing documentation and gathering key information.
• Manage client transactions while maintaining accuracy.

Kenntnisse

Organizational skills

Communication skills

Proactive client service

Jobbeschreibung

A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client services and managing client transactions. The firm offers a competitive salary, annual bonuses, and comprehensive health benefits.