Wealth Advisor II - 1st

Job Description

Job Description

Location: Columbus, IN
Employment Type: 1st Shift, Full-time, Direct hire

Job Brief
Kable Workforce Solutions is hiring a Wealth Advisor II for our client. This job role is responsible for maintaining existing Wealth relationships and developing new client relationships, include developing a deep knowledge of the client’s entire financial and family situation in order to structure a goals-based investment management strategy and financial plan.

What’s a Typical Day Like?

• Serves as client’s primary point of contact.  Delivers on Client Service Standards to maximize client satisfaction and drive retention and acquisition
• Generates sales leads through cross-function collaboration, centers of influence and personal contacts
• Develops perspective on clients by gathering personal data and information on financial situation, goals, objectives and risk
• Selects specific FFB asset allocation strategies according to client goals and risk tolerances. Implements FFB asset allocation strategies for new and incremental assets within client accounts
• Coordinates unique portfolio requirements or client situations with FFB Investment Committee
• Delivers annual investment reviews to clients.  Communicates updates to FFB portfolio strategies to clients and prospects
• Utilization of financial planning to drive client retention and acquisition
• Serves on the FFB Investment Committee as client advocate and strategy consultant
• Completes regulator investment review requirements for assigned client accounts and adheres to other departmental compliance guidelines  

What Are the Requirements of the Job?

• Five (5) years of successful investment and/or portfolio management experience; experience working with clients with investment management and financial planning needs of medium complexity
• Relationship management experience with clients is required
• Knowledge of investment solutions, risk management, asset allocation and program design
• Demonstrated knowledge and use of financial planning software  
• Business development experience is a plus
• Strong communication and presentation skills; able to effectively articulate investment management and financial planning options to clients
• Experience in banking or financial services is preferred
• Bachelor’s degree in Business or other related field of study
• CFA/CFP is preferred
• Demonstrated commitment to professional development
• Demonstrated knowledge of industry practices and regulations  
• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives  
• Ability to work in fast-paced environment.
• Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.
• Ability to utilize hand/eye coordination.
• Capability to stand for prolonged periods of time

How to Apply  And Next Steps?
Please submit your resume in our application by clicking “apply now.” We look forward to reviewing your application and you will hear from us within 1 business day.

About Kable Workforce Solutions
For over 50 years, Kable Workforce Solutions   has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.

We believe in people first — empowering individuals to succeed and celebrating the work that drives our communities forward.

Kable Workforce Solutions   is proud to be an equal opportunity employer. We welcome and value diversity and are committed to creating an inclusive workplace where everyone can thrive. Read our full diversity statement here.

This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.