About this opportunity
Kleinfelder Capital lists this Wealth Advisor opportunity in kenwood, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals. We are excited to invest in someone who is hardworking, entrepreneurial, self-motivated and has excellent interpersonal skills.
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
Qualifications
Bachelor's degree or equivalent
5+ years of investment management experience is preferred
2+ years of sales experience
Series 65 or 66
Self-motivated to succeed
Passionate about helping clients achieve their goals
An excellent communicator with strong verbal and writing skills
A strong moral compass and focus on integrity
Worksite address
kenwood, OH, 45236, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.