Wealth Advisor
Kleinfelder Capital
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.
\n \nResponsibilities
\n- \n
- Obtain new clients through various prospecting approaches \n
- Invest and manage client accounts in appropriate investment vehicles \n
- Create comprehensive financial and retirement plans for clients \n
- Communicate investment philosophy and market movement to clients \n
- Manage client relationships ongoing \n
Qualifications
\n- \n
- Bachelor’s degree or equivalent \n
- 5+ years of investment management experience is preferred \n
- 2+ years of sales experience \n
- Series 65 or 66 \n
- Self-motivated to succeed \n
- Passionate about helping clients achieve their goals \n
- An excellent communicator with strong verbal and writing skills \n
- A strong moral compass and focus on integrity \n
Vacancy posted 6 days ago
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