Wealth Advisor: Holistic Financial Planning & Growth

Kinetic Wealth; Westlake (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Kinetic Wealth in Westlake, OH, is seeking a Wealth Advisor to join its independent, holistic financial planning team. The role focuses on comprehensive advice beyond asset allocation, including risk management, retirement planning, tax and estate planning, and client service.

Candidates should have 3+ years in financial services, securities licenses, and a BS in Finance or related field. In-office role with compensation including salary and bonus; strong communication and sales skills valued.

Qualifications

• 3+ years in financial services industry.
• Securities License (Series 6 or 7), Series 65 and/or SIE.
• Life, Accident and Health insurance desired.
• BS degree in Finance or related field.

Responsibilities

• Deliver excellent client service and support meeting preparation.
• Provide financial planning, investments, tax planning and estate planning guidance.
• Assist with sales and prospecting to grow client relationships.

Skills

People skills

Communication

Interpersonal skills

Sales ability

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office

Job description

Kinetic Wealth in Westlake, OH, is seeking a Wealth Advisor to join its independent, holistic financial planning team. The role focuses on comprehensive advice beyond asset allocation, including risk management, retirement planning, tax and estate planning, and client service.

Candidates should have 3+ years in financial services, securities licenses, and a BS in Finance or related field. In-office role with compensation including salary and bonus; strong communication and sales skills valued.