THOR Wealth Management, Inc. is a Cincinnati-based firm looking to add a Wealth Advisor to our team. If you are experienced in financial planning plus want to cultivate and grow client relationships in a way that will truly make an impact, then we would like to speak with you. Ideal candidates will need to work well in a team environment, display a willingness to learn, have exemplary organizational skills and use polished communication with clients and colleagues.
If you are interested in learning more about this opportunity, please submit a cover letter and resume to .
Responsibilities
-Manage client relationships and provide comprehensive wealth service
-Become proficient in internal processes and software
-Stay up to date on personal finance, planning and tax items
Qualifications
-2-5yrs experience in financial planning, wealth management, finance, or accounting
-CFP professional or on path to CFP certification
-Excellent organizational & communication skills
-High attention to detail
-Strong willingness to learn
-Team player
-Self motivated
Software/Technology:
-Salesforce
-Right Capital
- Holistiplan
Company Information:
Registered Investment Advisory firm with over $550M in assets under management providing exceptional financial advice in the areas of investment management, financial, tax and estate planning to our clients. While THOR works with a wide range of clients, a large focus today is on the emerging wealth and pre-retiree client demographic. These are clients that we can provide many services to and grow with throughout their lives.
At THOR: Work-life balance, casual Fridays, half-day Fridays during the summer, opportunities to work from home, 100% employee owned and looking to hire future partners