Wealth Advisor — Client-Centric Investment & Planning

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

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.