Wealth Management Advisor

Required Skills & Experience5-7 years of successful investment and/or portfolio management experience, within the banking or financial services industry - CFP, CFA, or CHFC (if they dont have they must be willing to get it during employment) - Bachelors degree (Business, Financial Planning, Economics, Commerce, etc.)Job DescriptionA client is looking for an experienced Wealth Advisor to join their team in the Downtown Cincinnati area. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have Tier 1 relationships that will be transitioned to them that they will need to service and maintain. They will work closely with both internal and external clients, and will need to be extremely organized and have a process on the way they conduct their business. 2/3 of their time they will spend on maintenance and servicing the account, and 1/3 will be on business development, which this will tend to occur naturally with the existing book. There is no remote work, fully in-office. Key responsibilities include developing a deep knowledge of the client's entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.Compensation: $125,000

Created: 2024-11-09