Senior Wealth Advisor & Planning Specialist

Strive Solutions

Youngstown (OH)

In loco

USD 70.000 - 110.000

Tempo pieno

30 ore fa

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Descrizione del lavoro

Strive Solutions in Ohio is seeking a Wealth Advisor to provide comprehensive financial planning and investment guidance for high-net-worth and emerging affluent clients. You will assess goals, risk, and cash-flow needs to tailor strategies and deliver tailored banking, insurance, and investment solutions.

Collaborating with specialists to offer coordinated recommendations, you will deepen relationships, proactively grow a book of business, and uphold integrity and continuous learning in a

Competenze

Strong understanding of financial planning and investment advisory concepts.
Ability to evaluate client financial profiles and translate needs into actionable strategies.
Excellent relationship-building, communication, and consultative advisory skills.
Comfort working in a performance-driven environment with a focus on client outcomes.

Mansioni

Assess client goals, risk tolerance, and cash-flow needs to develop tailored strategies.
Advise on customized solutions spanning banking, insurance, and investments.
Deepen existing client relationships and proactively grow a book of business.
Collaborate with specialists to deliver coordinated, client-focused recommendations.
Uphold core values, including integrity, inclusion, community impact, and continuous learning.

Conoscenze

Financial planning

Investment advisory

Client relationships

Communication

Descrizione del lavoro

Collaborating with specialists to offer coordinated recommendations, you will deepen relationships, proactively grow a book of business, and uphold integrity and continuous learning in a

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