Wealth Advisor

Kable Workforce Solutions; Cincinnati (OH); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services firm is seeking a Wealth Advisor to manage and develop client relationships. The role involves selecting investment strategies tailored to client goals and delivering annual investment reviews. Candidates should have at least five years of experience in investment management and demonstrate strong relationship management skills. Proficiency in financial planning software and a solid understanding of asset allocation is essential. This position offers the opportunity to make a significant impact on clients' financial success.

Qualifications

• Five years of successful investment and portfolio management experience.
• Experience managing relationships with clients.
• Knowledge of asset allocation and risk management.

Responsibilities

• Serve as primary point of contact for Wealth clients.
• Generate sales leads through collaboration and personal contacts.
• Deliver annual investment reviews to clients.
• Select specific asset allocation strategies according to client goals.

Skills

Investment and portfolio management

Relationship management

Financial planning software

Investment solutions knowledge

Job description

The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships. Key responsibilities include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

Essential Functions/Responsibilities

• Serves as client’s primary point of contact. Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts.
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk.
• Selects specific company asset allocation strategies according to client goals and risk tolerances.
• Implements company asset allocation strategies for new and incremental assets within client accounts.
• Coordinates unique portfolio requirements or client situations with company Investment Committee.
• Delivers annual investment reviews to clients. Communicates updates to company portfolio strategies to clients and prospects.
• Utilization of financial planning to drive client retention and acquisition.
• Serves on the company Investment Committee as client advocate and strategy consultant.
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines.

Qualifications

• Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity.
• Relationship management experience with clients is required.
• Knowledge of investment solutions, risk management, asset allocation and program design.
• Demonstrated knowledge and use of financial planning software.