Wealth Advisor & Financial Planning Lead

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

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.