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Summary
About the Role
About You
- Bachelor’s degree or equivalent.
- 5+ years of investment management experience.
- 2+ years of sales experience.
- Series 65 or 66 certification.
- Self-motivated to succeed.
- Passionate about helping clients achieve their goals.
- Excellent communication skills with strong verbal and writing abilities.
- Strong moral compass and focus on integrity.
Kleinfelder Capital, Inc. is an independent Registered Investment Advisory firm in Cincinnati, Ohio that specializes in building and securing legacies. They utilize customized financial and retirement planning, top-tier investment strategies, and an abundance of resources to safeguard your assets. They build portfolios that work for you and then monitor and adapt to help you bring your vision and goals to life. Disclosure: Kleinfelder Capital is a registered investment advisor. Kleinfelder Capital provides investment advisory and related services for clients nationally. [Advisor Wealth] will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at www.KleinfelderCapital.com