Wealth Advisor

Kleinfelder Capital; Kenwood (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

Kleinfelder Capital is expanding its team in Kenwood, Ohio. We are a growing RIA specializing in wealth management and comprehensive financial planning, offering an open architecture platform to help clients reach their financial and life goals.

We are looking for a self-motivated, entrepreneurial professional with excellent interpersonal and communication skills to obtain new clients, manage investments, and design detailed financial plans.

Qualifications

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

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

Investment management

Interpersonal skills

Self-motivation

Strong communication

Integrity

Education

Bachelor’s degree or equivalent

Tools

Series 65/66

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