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Financial Advisor / Wealth Management Associate

Financial Advisor / Wealth Management Associate

Kinetic Wealth Investment Advisors LLCWestlake, Ohio, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Job Overview :

A unique opportunity to join the rapidly growing Kinetic Wealth Investment Advisors as a Financial Advisor / Wealth Management Associate.  The company provides comprehensive wealth management solutions to successful professionals, high net worth families and business owners throughout the country.  Kinetic Wealth offers this individual the opportunity to build their industry knowledge and skillset in an exciting, flexible environment.

Responsibilities and Duties :

  • Meeting individually with clients using the Certified Financial Planner’s™ Financial Planning Process to determine their financial objectives, risk tolerance, income, expenses and assets.
  • Developing comprehensive financial and wealth management plans using industry leading financial planning tools.
  • Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools to meet the individual client’s financial objectives.
  • Oversee the course of the client’s financial plan and update it if necessary.
  • Cultivate current client relationships and service existing clients.
  • Network, identify and pursue potential clients to maintain a strong client base.
  • Assist founder on client service meetings, portfolio analysis and management.
  • Maintaining compliance with all rules and regulations in the financial industry.

Qualifications and Skills :

  • BS degree in Finance or related field.
  • Excellent people, communication and interpersonal skills.  Sales experience a plus.
  • Established book of business preferred, not required.
  • 3+ years of financial services industry experience.
  • Securities License(Series 6 or 7).
  • Life, Accident and Health insurance desired.
  • Series 65 within 1 year of employment.
  • Strong understanding of wealth management / financial planning.
  • Certified Financial Planner or other industry certifications preferred, but not required.
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply.
  • Microsoft Office and industry standard software.

    • Job Type :

  • Full-time in office.  Remote work is not available in this position as training and in-person meetings are vitally important to development of position

    • Compensation :

  • Salary plus commission.
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    Associate Financial • Westlake, Ohio, United States