Wealth Management Advisor

WEALTH ADVISOR

Large Wealth Advisory Firm based in Ohio is seeking a talented individual to join one of its expansion markets.

$/yr - $/yr

Executive Search –  –

• Deliver on Client Service Standards to maximize client satisfaction and drive retention and acquisition.
• Generate sales leads through cross‑function collaboration, centers of influence and personal contacts.
• Develop perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk.
• Select specific asset allocation strategies according to client goals and risk tolerances.
• Implement the asset allocation strategies for new and incremental assets within client accounts.
• Coordinate unique portfolio requirements or client situations with the Investment Committee.
• Deliver annual investment reviews to clients and communicate updates regarding portfolio strategies to clients and prospects.
• Utilize financial planning to drive client retention and acquisition.
• Serve on the firm’s Investment Committee as client advocate and strategy consultant.
• Complete regulator investment review requirements for assigned client accounts and adhere to departmental compliance guidelines.

CFA or CFP is preferred but not required.

Mid‑Senior level

Full‑time

• Sales
• Finance
• Strategy/Planning

• Banking
• Financial Services
• Business Consulting and Services

• Medical insurance
• Vision insurance
• Pension plan