| Location: |
OH-Columbus
Lower Midwest (IL, IN, IA, KS, KY, MO, NE & OH) |
| Salary Range: |
85,000 - 140,000 |
| Total Compensation: |
100,000 - 190,000 |
| Job Description: |
Our client is in need of a Wealth Management Advisor to service clients in the 1 – 5M net worth range in their new office in the Columbus, OH area. |
| Education and Certifications/Licenses: |
Bachelor's, Certified/Chartered Financial Analyst, None |
| Mandatory Minimum Qualifications: |
•7-15 years experience creating and monitoring investment portfolios based on individual client needs, objectives and risk tolerance. Demonstrated successful track record in researching investment opportunities to identify the right strategies to meet client wealth goals. Each of our client’s investment teams is comprised of Research Analysts and Portfolio Managers, the vast majority having earned the Chartered Financial Analyst (CFA) designation. These specialized teams provide our Wealth Advisors with continuous guidance on portfolio construction and security selection. •Experience assessing and making recommendations on the following: Retirement planning, estate planning, tax planning, insurance and other personal finance issues. •4 year degree (Finance or Business preferred). •Strong connections with Columbus community “centers of influence”. •CFA required. •Passionate about client service; relationship driven, trusted advisor. •Entrepreneurial spirit..must have capacity to lead start up of the wealth management team in the Columbus, OH for our client. •Very strong technical financial planning expertise balanced by the ability to translate into terms that are clear to clients with varying degrees of investment knowledge. •Candidates must come from fee-based investment advisory environment. |
| Preferred Qualifications: |
Strongly prefer candidates currently working for an established RIA in the Columbus area. |
| Benefits: |
|
| Overnight Travel: |
No Required Travel |
| Relocation Assistance: |
No |
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