Holistic Wealth Advisor: Mentored to Build Plans & Grow

Kinetic Wealth Investment Advisors LLC; Westlake (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Kinetic Wealth is an independent Registered Investment Advisor focused on holistic wealth planning beyond asset allocation. We mentor new advisors and offer a path to growth by coaching and in-person development within a boutique, office-based setting.

We seek a Wealth Advisor to join our advisory team, emphasizing client service, financial planning, and proactive prospecting. This full-time in-office role emphasizes in-person meetings and a hands-on learning environment.

Qualifications

• 3+ years in financial services industry.
• Licenses: Series 6 and/or 7, Series 65 and/or SIE.
• Life, Accident and Health insurance desired.
• CFP or similar certifications preferred, but not required.

Responsibilities

• Deliver excellent client service and support meetings.
• Assist with financial planning, investments, insurance, and tax planning.
• Prospect for new relationships and grow the firm’s client base.

Skills

Communication

Interpersonal skills

Sales experience

Education

BS in Finance or related field

Tools

Microsoft Office

Financial planning software

Job description

Kinetic Wealth is an independent Registered Investment Advisor focused on holistic wealth planning beyond asset allocation. We mentor new advisors and offer a path to growth by coaching and in-person development within a boutique, office-based setting.

We seek a Wealth Advisor to join our advisory team, emphasizing client service, financial planning, and proactive prospecting. This full-time in-office role emphasizes in-person meetings and a hands-on learning environment.