Wealth Advisor

Columbus, OH, US • Posted 4 hours ago • Updated 4 hours ago

Full Time

No Travel Required

On-site

Depends on Experience

Studenttimes Staffing Solutions

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Job Details

Skills

Investment & Portfolio Management
Financial Planning
Banking & Financial Services
Client-Facing & Relationship Skills
Analytical & Strategic Skills
Professional & Regulatory Knowledge
CFA
CFP
Chartered Financial Analyst
Certified Financial Planner

Summary

Title: Wealth Advisor II

Location: Columbus, IN

DIRECT PLACEMENT

Job Highlights:

5 Years experience in investment & portfolio management
Working with client - investment & portfolio management
Client relationship management
Demonstrated knowledge & use of banking & financial services
Knowledge & use of financial planning software

Education: Bachelor''s degree in business or related subject

Certifications: CFA/CFP preferred

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91102013
Position Id: 8903332
Posted 4 hours ago

Company Info

About Studenttimes Staffing Solutions

Studenttimes Staffing Solutions is a nationwide IT staffing and technology recruiting firm specializing in contract, contract-to-hire, and project-based IT placements across the United States.

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