Columbus, Ohio
•
Today
Integrated Talent Strategies (ITS) is seeking a Financial Planner Family to work in the Columbus, OH area. Essential Duties and Responsibilities Excels in role of Family Wealth Adviser Aligned with firm's Core Values, Core Focus, and Vision Technical Skills Articulation of Investment Philosophy and Strategy Ability to explain "why us relative to other options Portfolio Design and Implementation Trading Knowledge and ability to give advice on topics beyond investment strategy Consistent compete
Easy Apply
Full-time
BASED ON EXPERIENCE