Investment Advisor

3 weeks ago


Cincinnati, Ohio, United States Keller Executive Search Full time
Job Opportunity

We are seeking a highly skilled Investment Specialist to join our team at Keller Executive Search. As a leading boutique wealth management firm, we provide exceptional financial planning and investment advice to our clients.

Key Responsibilities:

  • Develop and implement effective strategies to attract new clients and increase revenue
  • Provide personalized financial planning and investment management services to clients, focusing on creating unique portfolios made up of stocks and bonds
  • Build and maintain strong relationships with clients, ensuring exceptional customer service
  • Analyze financial information and provide expert recommendations
  • Stay up-to-date with industry trends and regulations
  • Collaborate with team members to deliver outstanding client service

Requirements:

  • Series 7 License
  • Proven experience as a Financial Advisor with a focus on bringing in new clients and closing deals
  • Strong communication and interpersonal skills
  • Ability to analyze financial information and provide recommendations
  • Knowledge of stocks and bonds

Benefits:

  • Competitive Base Salary
  • Opportunity to work exclusively with High Net Worth individuals
  • Relocation to Naples, Florida
  • Lucrative commissionable earnings, with current advisors earning between $400k and $800k in commission per annum

We are an equal opportunity employer and comply with all applicable laws and regulations regarding employment practices. If you are a qualified candidate, please submit your application for consideration.



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