Meeder Investment Management · 6 hours ago
Wealth Management Advisor
Dublin, OH
Full-time
Onsite
Senior Level
5+ years expMeeder Investment Management is a wealth management firm based in Dublin, Ohio, dedicated to providing investment advisory and financial planning services. They are seeking an experienced advisor to manage existing client financial strategies and attract new clients to the firm.
Financial ServicesVenture Capital
Responsibilities
Act as primary advisor for any client that may be assigned from Meeder Wealth Management’s existing client book
Handle all aspects of client reviews and servicing
Grow our business strategically by cultivating new client business
Build and deliver consistent message to existing and prospective clients that properly reflects Meeder Wealth Management’s core values, philosophy, and history
Consistently and accurately manage information within the CRM software platform
Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service
Share expertise to effectively grow and enhance other team members’ business development capabilities
Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry
Qualification
Required
5+ years of financial advisory experience
Bachelor's degree in business, finance, economics or a related field
FINRA Uniform Investment Adviser Law Exam (Series 65)
Strong understanding and belief in all solutions available to clients
Strong knowledge of the investment business and strong understanding of financial planning concepts
Excellent communication (both written and verbal), interpersonal, and computer skills
Ability to connect with potential clients and build relationships on an individual basis
Team player who works collaboratively with others
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Preferred
Ability to transition existing client book of business is preferred but not required
CFP or other professional financial services industry designation preferred (completed or in progress)
Company
Meeder Investment Management
Meeder Investment Management is an investment banking company that offers Cash Management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Meeder
President and Chief Executive Officer
Michael Ciotola
Senior Vice President Operations
Recent News
Company data provided by crunchbase