Lead Wealth Advisor & Financial Planning Expert

Retirement Resource Center, LLC.; Dayton (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Professional growth opportunities

Collaborative team environment

Experience with prestigious industry software

Job summary

Retirement Resource Center, LLC. is seeking a Wealth Advisor in Dayton, Ohio. The role involves designing and managing client portfolios, conducting financial analysis, and ensuring client service.

The ideal candidate will have a Bachelor’s degree in accounting or finance, relevant certifications, and at least 5 years of experience. Join a reputable firm and collaborate with a talented team to enhance client relationships and service.

Qualifications

• Minimum 5 years’ experience in a financial service firm environment.
• Experience interacting with clients and senior management.
• Proven management administrative skills.

Responsibilities

• Design and manage client investment portfolios.
• Conduct financial analysis and strategy development.
• Assist with client service experience evolution.

Skills

Customer service orientation

Attention to detail

Problem-solving abilities

Proficient in Microsoft Office

Leadership skills

Written and verbal communication

Education

Bachelor’s degree in accounting or finance

CPA-PFS and/or CFP license

Series 65 license

Tools

Holistiplan

eMoney

Income Lab

Orion

Job description

Retirement Resource Center, LLC. is seeking a Wealth Advisor in Dayton, Ohio. The role involves designing and managing client portfolios, conducting financial analysis, and ensuring client service.

The ideal candidate will have a Bachelor’s degree in accounting or finance, relevant certifications, and at least 5 years of experience. Join a reputable firm and collaborate with a talented team to enhance client relationships and service.