Kinetic Wealth · 3 months ago
Financial Advisor/Wealth Management Associate
Westlake, OH
Full-time
Onsite
Mid Level
$50K/yr - $120K/yr
3+ years expKinetic Wealth is an independent Registered Investment Advisor focused on providing comprehensive wealth management services. The role involves delivering excellent client service, financial planning, and new client acquisition while being mentored by experienced advisors.
Financial Services
Responsibilities
Delivering Excellent Client Service
New advisor will be an integral part of how we prepare for meetings with clients and the post-meeting actions required
This person will also work with Client Service Manager to ensure that actions related to client requests are followed through on in a timely manner
Wealth Advisor will be trained on the industry leading financial planning tools and software
Offering strategic advice on products and services, such as investments, insurance coverage, and tax planning strategies to meet the individual client’s financial objectives
Research funds, products, and strategies that are pertinent to specific client situations
New client acquisition is the lifeblood of any wealth management firm
Wealth Advisor will be trained how prospect for new relationships and given tools and resources to help grow the firm
Qualification
Required
3+ years of financial services industry experience
Securities License (Series 6 or 7), Series 65 and/or SIE
Life, Accident and Health insurance desired
Strong understanding of wealth management/financial planning
BS degree in Finance or related field
Excellent people, communication and interpersonal skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Microsoft Office and industry standard software. Such software would include financial planning tools
Ability to maintain compliance with all rules and regulations in the financial industry
This is a full-time in office position. Remote work is not available as training and in-person meetings are vitally important to development of the Wealth Advisor
Preferred
Established book of business preferred, not required
Certified Financial Planner or other industry certifications preferred, but not required
Sales experience a plus
Company
Kinetic Wealth
Gain the independence you need by connecting actions with outcomes through our proven Wealth Management Formula Securities offered through LPL Financial, member FINRA/SIPC.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Richard Packer, CFP®, ChFC, CLU
Founder
Company data provided by crunchbase