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
Vacancy posted 2 days ago
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