kleinfelder capitalHamilton, OH
Wealth Advisor
Wealth Advisor
Wealth Advisor
kleinfelder capitalHamilton, OH
3 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role →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. Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.
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 xhqgsiq 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
Also on the board Same function, level within a rung
Level
Senior
Location
Hamilton, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago