Senior Wealth Advisor: Grow Client Portfolios & Impact

Meeder Investment Management Inc; Dublin (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication skills, and a commitment to providing exceptional client service. This role offers a dynamic work environment and the opportunity to grow within the firm.

Qualifications

• 5+ years of financial advisory experience required.
• Strong knowledge of financial planning concepts essential.
• FINRA General Securities Representative license (Series 7) needed.

Responsibilities

• Grow wealth management client business strategically.
• Deliver consistent messaging reflecting 45 years of service.
• Collaborate with marketing for client transition.

Skills

Financial advisory experience

Communication

Interpersonal skills

Attention to detail

Investment knowledge

Client relationship management

Education

Bachelor’s degree in finance

Economics degree

Job description

Meeder Investment Management, a leading firm in Dublin, Ohio, is seeking an experienced Senior Financial Advisor to support clients in managing their investment portfolios. The ideal candidate will have a strong background in financial advisory, excellent communication skills, and a commitment to providing exceptional client service. This role offers a dynamic work environment and the opportunity to grow within the firm.