Private Wealth Advisor

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Artifex Financial Group is a fee-only financial planning and investment management firm that puts clients' interests first. We do not sell financial products or receive commissions, ensuring our professional advice is unbiased. Our all-inclusive approach evaluates all aspects of a client's finances to create a harmonious strategy. Based on the highest professional standards, we offer unlimited access to our services for an annual retainer fee, committed to providing exceptional value and ethical treatment. Role Description This is a full-time, on-site role for a Private Wealth Advisor, located in either our Columbus, Ohio or Dayton offices. The Private Wealth Advisor will be responsible for providing personalized financial planning services, managing client relationships, and offering estate planning and investment advice. Day-to-day tasks include meeting with clients to assess their financial needs, developing comprehensive financial strategies, managing investment portfolios, and ensuring clients' financial goals are on track. This position offers significant career and succession potential for the right person, including potential ownership opportunities Qualifications Financial Planning and Certified Financial Planner credentials 3-10 years of experience as a financial advisor Existing, non-restricted client relationships is a plus, but not a requirement Must be energetic, outgoing, and committed to high ethical and professional standards Experience in Business Relationship Management and all aspects of personal financial planning Knowledge of Investments and ability to manage investment portfolios Excellent communication and interpersonal skills Strong analytical and problem-solving skills Bachelor's degree in Finance, Business, Economics, or related field preferred Professionalism and adherence to ethical standards Experience working with high net worth clients in a comprehensive manner Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance and Sales Referrals increase your chances of interviewing at Artifex Financial Group by 2x Get notified about new Private Wealth Advisor jobs in

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