Wealth Management Advisor for High-Net-Worth Clients

Jobot; Anderson (OH); Presencial; USD 85 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement plan

Paid time off

Professional development

Licensing support

Career advancement

Competitive pay

Bonus opportunities

Culture of client service

Resumo da oferta

Jobot seeks a motivated Financial Advisor to join its Wealth Management team in a client-focused capacity. You will work with individuals, families, and business owners to understand goals and deliver personalized wealth strategies.

The role emphasizes relationship building, ongoing financial guidance, and collaboration with internal specialists. Requires a Bachelor's in a related field and 3+ years in financial advising; Series licenses preferred or obtainable.

Qualificações

• 3+ years of experience in financial advising or wealth management.
• Series 7 and Series 66/65 licenses preferred or obtainable.
• Strong knowledge of investments and retirement strategies.

Responsabilidades

• Develop and maintain relationships with high-net-worth individuals and families.
• Conduct financial discovery meetings to assess goals and risk tolerance.
• Create customized wealth management and financial planning strategies.
• Provide guidance on investments, retirement, estate planning, taxes and insurance.
• Monitor portfolios and client plans, adjust as market conditions change.
• Build a pipeline through referrals, networking, and business development.

Conhecimentos

Client relationships

Communication skills

Analytical skills

Time management

Formação académica

Bachelor's degree in Finance, Economics, Business, Accounting or related field

Descrição da oferta de emprego

Jobot seeks a motivated Financial Advisor to join its Wealth Management team in a client-focused capacity. You will work with individuals, families, and business owners to understand goals and deliver personalized wealth strategies.

The role emphasizes relationship building, ongoing financial guidance, and collaboration with internal specialists. Requires a Bachelor's in a related field and 3+ years in financial advising; Series licenses preferred or obtainable.