What are the responsibilities and job description for the Wealth Advisor position at THOR Wealth Management Inc.?
Wealth Advisor Position at THOR Wealth Management
Full-Time
Salary: $60K-$90K (based on experience) Future Consideration for Ownership
Work-life balance, casual Fridays, half-day Fridays during the summer, and opportunities to work from home.
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 amolnar@thorwm.com.
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:
-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.
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Compensation Package:
- Profit sharing
Experience:
- Financial concepts: 1 year (Preferred)
License/Certification:
- CFP (Preferred)
Work Location: In person
Salary : $60,000 - $90,000
