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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.

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