What are the responsibilities and job description for the WEALTH MANAGEMENT ADVISOR position at Meeder Asset Management Inc?
EOE Statement
Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Category
Business Development
Description
Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services to its individual and institutional clients. Services are offered through Summit Financial, LLC, a SEC-Registered Investment Adviser, doing business as Meeder Wealth Management.
The Meeder Wealth Management Team is a group of experienced professionals who are committed to upholding our core values in every aspect of our work. We are seeking an experienced advisor with an accomplished track record to help our existing clients in managing their financial strategies while also bringing new clients to our firm.
Primary Responsibilities :
- Act as primary advisor for any client that may be assigned from Meeder Wealth Management's existing client book.
- Handle all aspects of client reviews and servicing.
- Grow our business strategically by cultivating new client business.
- Build and deliver consistent message to existing and prospective clients that properly reflects Meeder Wealth Management's core values, philosophy, and history.
- Consistently and accurately manage information within the CRM software platform.
- Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
- Share expertise to effectively grow and enhance other team members' business development capabilities.
- Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.
Critical Success Factors :
Position Requirements
Full-Time / Part-Time
Full-Time
Shift
City
Dublin
State
Ohio
Zip Code
43017
Key Words
advisor, wealth management, business development
Position
Wealth Management Advisor
Number of Openings
Exempt / Non-Exempt
Exempt
Req Number
BUS-25-00001
Open Date
2 / 28 / 2025
Location
Meeder Investment Management
About the Organization
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.
Meeder's advice and solution suite is driven by our founding principle : providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder, we pride ourselves on living our five core values : Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
Visit www.meederinvestment.com for more. See Meeder's social media pages at https : / / linktr.ee / Meeder
This position is currently accepting applications.
