Wealth Advisor II — First Shift

Job overview

The Wealth Advisor II — First Shift role is onsite in Columbus, IN; compensation is not specified. Kable Workforce Solutions is recruiting for a client seeking support for its wealth relationships and investment planning. The advisor maintains existing client relationships and develops new ones by understanding clients’ financial circumstances, goals, and risk tolerances. The role provides investment strategies and financial planning, supports retention and acquisition, and follows regulatory review and departmental compliance requirements.

What you'll do

• Serve as clients’ primary contact
• develop leads and relationships
• gather information about client finances, goals, and risk
• select and implement asset allocation strategies
• conduct annual investment reviews
• coordinate unique portfolio needs with the investment committee
• complete regulatory investment reviews.

What we're looking for

Skills & competencies

wealth advisor ii

first shift

investment management

financial planning

portfolio management

client relationships

asset allocation

regulatory compliance

columbus in

kable workforce solutions

Work arrangement

• Weekend coverage required

Why this role

Includes service on the client’s investment committee as a client advocate and strategy consultant.

About the employer

Kable Workforce Solutions is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.