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
-2-5yrs experience in financial planning, wealth management, finance, or accounting
-CFP professional or on path to CFP certification
-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.
At THOR: Work-life balance, casual Fridays, half-day Fridays during the summer, opportunities to work from home, 100% employee owned and looking to hire future partners
...solutions serving both local and national Clients for more than 25 years. Our unique portfolio includes primarily Spanish language TV & Radio broadcast assets across 35 markets, an exclusive audio network & streaming platform, and a robust mix of curated digital & social...
...Job Description: Enjoy the flexibility of working part-time from home with a leading virtual assistant provider. You can have a meaningful career working from home part-time while being present and available for loved ones, too. We are looking for highly motivated...
...Join STARR Restaurants as Director of Restaurants in Nashville STARR Restaurants, a nationally recognized restaurant group known for its... ...are seeking an experienced Director of Restaurants to lead operations across our growing portfolio in the market. This role is...
Van Dyk Park Place in Hawthorne, NJ is accepting applications for an Activities Assistant. When searching for your next career, pick the company that has award-winning staff. Our secret is simple. Over 70 years oflegacy of service, Great Place to Work certified for 8years...
...Overview:**APTIM currently has a career growth opportunity for an entry level Engineer or Scientist to join our project team in support of... ...toward a clean and efficient energy economy, building a sustainable future for our communities and natural world, and creating a...