Wealth Advisor

Cincinnati, OH, US • Posted 16 hours ago • Updated 16 hours ago

Full Time

No Travel Required

On-site

Depends on Experience

Studenttimes Staffing Solutions

Fitment

Dice Job Match Score™

⭐ Evaluating experience...

Job Details

Skills

Investment & Portfolio Management
Financial Planning Expertise
Financial Software Proficiency
Banking & Financial Services Knowledge
Client Relationship Management
Communication Skills
Financial Analysis
Strategic Thinking
CFA
CFP
Chartered Financial Analyst
Certified Financial Planner
Compliance & Risk Management

Summary

Title: Wealth Advisor II

Location: Cincinnati, OH

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: 8902460
Posted 16 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.

Go to company profile

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Relationship Manager III - CRE

Cincinnati, Ohio

•

Today

Essential Functions/Responsibilities for Level : The RM position will generally be located in a market hub or other high business potential area.Develops new and expands existing client relationships by participating in business development activities, proactively reviewing clients current and changing financial needs, and promoting products and services.Aggressively grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals.Develop a comprehen

Easy Apply

Full-time

Depends on Experience

Senior Commercial Relationship Manager I

Louisville, Kentucky

•

Today

Essential Functions/Responsibilities Develops new and expands existing client relationships by initiating business development activities, proactively reviewing clients current and changing financial needs, and cross selling products and services.Grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals.Develops a comprehensive understanding of clients needs based on the review and analysis of personal and financial data.Qualifies prospects by

Easy Apply

Full-time

Depends on Experience

Senior Commercial Relationship Manager II

Indianapolis, Indiana

•

Today

Essential Functions/Responsibilities Develops new and expands existing client relationships by initiating business development activities, proactively reviewing clients current and changing financial needs, and cross selling products and services. Grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals. Develops a comprehensive understanding of clients needs based on the review and analysis of personal and financial data. Qualifies prospects

Easy Apply

Full-time

Depends on Experience

Search all similar jobs