Wealth Advisor
- Employer
- THOR Wealth Management, Inc.
- Location
- Cincinnati, Ohio
- Salary
- $60,000-$90,000 (based on experience) + future consideration for ownership
- Closing date
- Feb 20, 2025
View more categoriesView less categories
- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Preferred
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.
Responsibilities Include:
-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:
-0-3yrs experience in financial planning, wealth management, finance, or accounting
-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.
*If you are interested in learning more about this opportunity, please submit a cover letter and resume to amolnar@thorwm.com.
Apply for Wealth Advisor
Already uploaded your CV? Sign in to apply instantly
Fields marked with an asterisk (*) are required
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert