Wealth Advisor

Kleinfelder Capital; Cincinnati (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic and growing RIA firm that specializes in wealth management and comprehensive financial planning. This exciting opportunity allows you to leverage an open architecture platform to help clients achieve their financial and life goals. We are looking for a hardworking and entrepreneurial individual with excellent interpersonal skills who is passionate about client success. You will be responsible for managing client accounts, creating tailored financial plans, and maintaining strong client relationships. If you thrive in a self-motivated environment and possess a strong moral compass, this role is perfect for you.

Qualifications

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

Responsibilities

• Obtain new clients through various prospecting approaches.
• Create comprehensive financial and retirement plans for clients.

Skills

Investment Management

Sales Skills

Client Relationship Management

Communication Skills

Self-Motivation

Education

Bachelor's Degree

Job description

We are looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals. We are excited to invest in someone who is hardworking, entrepreneurial, self-motivated and has excellent interpersonal skills.

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

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