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Wealth Advisor - Upper Arlington, United States - Hyre Personal Wealth Advisors
Description
Wealth Advisor
Columbus, OH 43221
WHO WE ARE
Hyre Personal Wealth, a growing wealth management practice, is seeking a Wealth Advisor to join us in helping those we serve gain confidence in their financial future and build strong financial legacies. This is your chance to be a key stakeholder in the success of our blossoming organization and make a difference in our clients' lives.
As Forbes' Best-In-State Wealth Management Team for 2024, we are more than just a wealth management practice with clients; we are working collectively as financial guides in each of our clients' lives. As advisors, we act as fiduciaries for our clients and deliver financial services and strategies to help align their life and wealth.
Our core purpose is to build happier and more prosperous lives – for our clients and our team. We believe happy team members provide the best possible service to our clients. If you have a relentless desire to succeed and share our vision, we would love to hear from you.
WHO WE WANT
A Wealth Advisor with a strong financial services background, who will provide research, analysis and advisory services to clients we currently serve. Additionally, the Wealth Advisor will assist in establishing relationships with prospective individuals and families looking for help to achieve their financial dreams.
The Wealth Advisor will have a passion not only for developing deep client relationships but also for keeping clients on track through updating and implementing financial plans.
WHAT TO EXPECT
· Develop strong client relationships and deliver high-value proactive financial planning and investment advice
· Perform research and analysis of established investment models
· Master the company's standard of practice areas in financial planning, investment management and client service deliverables
· Develop, implement and enhance financial plans for clients
· Prepare for and follow up on all client meetings
· Act as a true fiduciary to our clients and adheres to compliance standards applicable to the financial services industry
· Keep abreast of current developments in the financial services industry
· Identify opportunities to grow our business through expanding existing client relationships and developing new clients from networking activities, referral sources and relationship building
· Provide exceptional concierge service:
o Answer client questions
o Proactively review and assess to help clients meet their financial objectives
o Conduct semi-annual strategy sessions or as requested by the client
o Time and positive client outreaches throughout the year
o Seek opportunities to exceed expectations
WHAT YOU NEED
· A genuine interest in servicing and caring for other people
· Excellent interpersonal and communication skills
· Positive attitude and an extraordinary client service orientation
· Exemplary organizational and time management skills
· Business development skills
· Ability to handle multiple tasks and priorities simultaneously
· Desire to work in an environment that will allow you to serve existing relationships better
· 2-5 or more years of investment advisory experience
· Bachelor's degree or higher strongly preferred
· Certified Financial Planner (CFP) preferred or obtained within 12 months
· Series 7 General Securities Representative preferred
WHY YOU'LL LOVE IT HERE
- A Welcoming, Fun & High-Energy team
- Access to Resources, Tools and Mentorship to Help You Grow Your Knowledge and Skills
- Strong Base Salary & Bonus Compensation Structure
- Health, Vision & Dental Insurance
- Annual Wellness Stipend
- 401(k) & Profit Sharing
- Professional Development Allowance
- Flexible Time Off - Paid Vacation & Paid Sick Leave
- A Place Where You'll Be Proud to Work
We're looking forward to speaking with you and seeing if we're a good fit to work together. Please send your resume and cover letter to Jennifer Ludowise –
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
Hyre Personal Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
2074 Arlington Avenue Columbus, OH 43221
The 2024 Forbes ranking of America's Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see for more info.
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Hyre Personal Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
