Wealth Advisor (UX Hires)
$90kDimensional Thinking
Wealth Advisor - 401K Expert, CLEVELAND, OH, $90,000 Annually
Requirements:• Bachelor's Degree, preferably in finance or accounting
• 3 years or more experience advising corporate retirement clients
• AIF Designation (Accredited Investment Fiduciary)
• Series 7, 66 license and Insurance License or one will need to be acquired shortly after hire
• CRPS, CFP, CPA or master's in taxation is a major plus
• Understanding of CEFEX certification as ROLWP is certified
• Documented track record with clients
• Experience with multi-vendor/custodian systems and tools
• Ability and desire to build new client relationships through ongoing business development
• Strong written and verbal communication skills
• Value for the contributions of others
• Active in the community and professional organizations
• A can-do attitude
Benefits:
• Generous salary and compensation package
• Competitive benefits, including healthcare, employer retirement plan, education and training credits
• Ongoing training and mentoring
• Career growth opportunities
• Culture that values hard work, fun, community service and family
• Work/life balance and flexibility
• More than 25 years of experience making a difference for our clients, team members and associates
Vacancy posted 4 days ago
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