Holistic Wealth Advisor — Growth & Mentorship

Kinetic Wealth; Westlake (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Kinetic Wealth in Ohio is seeking a Wealth Advisor to join an in-office team that values comprehensive financial planning. You will deliver holistic advice, prepare for client meetings, and collaborate with a Client Service Manager to ensure timely follow-through on client requests.

Ideal candidates have 3+ years in financial services, securities licenses, and a BS in Finance. The role emphasizes prospecting, learning planning tools, and providing strategic guidance on investments and tax

Qualifications

• 3+ years of financial services industry experience.
• Excellent interpersonal and communication skills.
• Securities licenses (Series 6/7, Series 65) and/or SIE preferred.
• BS degree in Finance or related field.

Responsibilities

• Deliver consistent, excellent service to clients and prepare for meetings with clients.
• Assist with post-meeting actions and coordinate with Client Service Manager.
• Train on industry-leading financial planning tools and software.
• Provide strategic advice on investments, insurance, and tax planning.
• Research funds, products, and strategies relevant to client situations.
• Prospect for new relationships and grow the firm’s client base.

Skills

Financial services experience

Education

Bachelor's degree in Finance or related field

Tools

Financial planning software

Job description

Kinetic Wealth in Ohio is seeking a Wealth Advisor to join an in-office team that values comprehensive financial planning. You will deliver holistic advice, prepare for client meetings, and collaborate with a Client Service Manager to ensure timely follow-through on client requests.

Ideal candidates have 3+ years in financial services, securities licenses, and a BS in Finance. The role emphasizes prospecting, learning planning tools, and providing strategic guidance on investments and tax