Wealth Management Advisor - LHH : Job Details

Are you passionate about wealth management and looking for a dynamic and supportive environment? Join our client's boutique firm in downtown Columbus, where you'll have the opportunity to make a significant impact on our clients' business and financial futures. You will be working with a pre-established group of clients and supporting them as they continue to grow their operations. Our client provides a collaborative atmosphere with a focus on personal and professional growth.Responsibilities:Lead business, financial planning, and tax review meetings.Offer strategic guidance to clients, connecting personal goals with business planning.Assist with new business efforts by meeting with prospects and providing advice during the onboarding process.Work closely with internal teams to ensure client satisfaction and retention goals are metRequirements:At least 10 years of wealth management experience.Open to learning new ideas and programsDemonstrated ability to communicate effectivelyAbility to strategize and guide clients through their business needsPay Details: $150,000.00 to $225,000.00 per yearSearch managed by: Jessica Robbins Equal Opportunity Employer/Veterans/DisabledTo read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance OrdinancePermanentFinancial Services