Financial Advisor​/Wealth Management Associate

Overview

Financial Advisor/Wealth Management Associate role at Kinetic Wealth

This range is provided by Kinetic Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$50,000.00/yr - $/yr

• 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.

• 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.

• 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

• Salary plus commission.

• Mid-Senior level

• Full-time

• Finance and Sales

Location:

Westlake, OH