Wealth Advisor

VIKA TALENT SOLUTIONS; Cincinnati (OH); On-site; Full time

Job summary

A financial advisory firm in Cincinnati seeks a Wealth Advisor to manage client relationships, create financial plans, and invest client accounts. The role requires a Bachelor’s degree, investment management experience, and strong communication skills. This position is full-time permanent and requires US work authorization.

Qualifications

• 5+ years of investment management experience is preferred.
• 2+ years of sales experience.
• Series 65 or 66 required.

Responsibilities

• Obtain new clients through various prospecting approaches.
• Invest and manage client accounts in appropriate investment vehicles.
• Create comprehensive financial and retirement plans for clients.
• Communicate investment philosophy and market movement to clients.
• Manage client relationships ongoing.

Skills

Client relationship management

Investment management

Sales skills

Communication skills

Education

Bachelor’s degree or equivalent

Job description

Overview

Wealth Advisor — Full-time Permanent with Direct Client

Location & Work Authorization

Cincinnati, OH
Work Authorization: US Citizens and Green Card

Responsibilities

• Obtain new clients through various prospecting approaches
• Invest and manage client accounts in appropriate investment vehicles
• Create comprehensive financial and retirement plans for clients
• Communicate investment philosophy and market movement to clients
• Manage client relationships ongoing

Qualifications

• Bachelor’s degree or equivalent
• 5+ years of investment management experience is preferred
• 2+ years of sales experience
• Series 65 or 66
• Self-motivated to succeed
• Passionate about helping clients achieve their goals
• An excellent communicator with strong verbal and writing skills
• A strong moral compass and focus on integrity