Shoker Investments · 4 months ago
Wealth Manager
Oxford, OH
Full-time
Onsite
Mid, Senior Level
$80K/yr - $150K/yrShoker Investments is a firm with over 30 years of experience in providing independent, fee-only investment counsel. They are seeking a dedicated Wealth Manager to serve high-net-worth clients, guiding them through personalized financial planning and investment strategies while fostering long-term relationships.
FinanceFinancial Services
Responsibilities
Serve as the primary advisor to clients, providing comprehensive wealth management and financial planning services
Grow our business strategically by cultivating new client relationships through referrals, networking, and community engagement
Develop customized investment strategies in alignment with clients’ goals, risk tolerance, and time horizons
Conduct regular portfolio reviews and proactively recommend adjustments based on market trends and client objectives
Collaborate with internal team members on portfolio management, research, and financial planning deliverables
Build and maintain long-term relationships through excellent service, transparency, and timely communication
Support business development efforts by participating in client events, marketing initiatives, and outreach strategies
Consistently and accurately manage client data and interactions using our CRM software platform, ensuring up-to-date, compliant records
Maintain thorough documentation of client interactions, financial plans, and investment decisions in accordance with regulatory standards
Qualification
Required
Active Series 65
Experience in financial services working with clients with a track record of success
Preferred
CFP® designation
Ability to transition an existing book of business (preferred, but not required)
Depth of experience working with high-net-worth or ultra-high-net-worth clients
Mastery of various financial planning and investment software products
Strong analytical and communication skills
Relationship-focused with a deep commitment to serving clients' best interests
Organized and self-motivated with the ability to work both independently and collaboratively
Benefits
Competitive base pay plus performance-based quarterly bonus
Employer matching 401(k) plan
Paid holidays, vacation, and personal days
Paid parental leave for all new parents
Health and dental stipend
Wellness stipend to support physical and mental health
Casual dress code in the office; professional dress for all client meetings (virtual or in-person)
Lunch provided once per week
Newly renovated working space
Company
Shoker Investments
Founded in 1990, Shoker Investment Counsel, Inc. has been a fee-only money manager from its inception.
Founded in 1990
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase