Wealth Advisor

We are looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals. We are excited to invest in someone who is hardworking, entrepreneurial, self-motivated and has excellent interpersonal skills.

Responsibilities

Obtain new clients through various prospecting approaches

Invest and manage client accounts in appropriate investment vehicles

Create comprehensive financial and retirement plans for clients

Communicate investment philosophy and market movement to clients

Manage client relationships ongoing

Qualifications

Bachelor’s degree or equivalent

5+ years of investment management experience is preferred

2+ years of sales experience

Series 65 or 66

Self-motivated to succeed

Passionate about helping clients achieve their goals

An excellent communicator with strong verbal and writing skills

A strong moral compass and focus on integrity