Vika Talent Solutions
Wealth Advisor
8 months ago
Share this opportunity
Share this opportunity to other talents of your network:
✓ Offer them a visibility boost with clients.
✓ Help your contacts find their next job.
Important information
Contract type:
Permanent
Location:
Cincinnati, OH, USA
Work mode:
Onsite
Published on:
18 September 2026
What they need
Wealth Advisor
Full-time Permanent with Direct Client
Cincinnati, OH
Work Authorization: US Citizens and Green Card
Responsibilities
- Obtain new clients through various prospecting approaches
- Invest and manage client accounts in appropriate investment vehicles
- Create comprehensive financial and retirement plans for clients
- Communicate investment philosophy and market movement to clients
- Manage client relationships ongoing
Qualifications
- Bachelor’s degree or equivalent
- 5+ years of investment management experience is preferred
- 2+ years of sales experience
- Series 65 or 66
- Self-motivated to succeed
- Passionate about helping clients achieve their goals
- An excellent communicator with strong verbal and writing skills
- A strong moral compass and focus on integrity
Other offers great for you!
These companies are also looking for great profiles
Neurones IT
DBA Oracle PostgreSQL
Permanent contract
92300 Levallois-Perret, France
Onsite, Hybrid
Skills
21 hours ago
Quick apply
Unitech Solutions
Développeur Fullstack C# / Angular
450 € HT/jour
Freelance
Paris, France
Onsite, Hybrid
Skills
21 hours ago
Quick apply
Unitech Solutions
PMO Programme
400
Freelance
Paris, France
Onsite, Hybrid
Skills
17 hours ago
Quick apply