Wealth Advisor
VIKA TALENT SOLUTIONS
Overview Wealth Advisor — Full-time Permanent with Direct Client Location & Work Authorization Cincinnati, OH Work Authorization: US Citizens and Green Card 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 #J-18808-Ljbffr
Vacancy posted 4 days ago
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