Eck, Getter & Greenwell Wealth Management, located in Cincinnati, Ohio, is seeking an Associate Financial Advisor to join their growing and successful team. The associate FA will gather data and perform analysis, develop plan recommendations and implement & manage client portfolios. You will also maintain existing accounts, allowing the team to focus on building their practice and client relationships. Finally, through daily interaction with established clients, you will strengthen and retain relationships, while cultivating new clients through position referral.
Throughout the tenure of employment, the Associate FA must be willing to learn and strive to continuously improve personally and professionally. You must display sincere interest, respect, and desire to identify clients’ needs and help improve their financial lives. As a team player and part of a growing firm, the FA must show respect, a willingness to work on a team through collaboration. Finally, they must uphold compliance, ethics, and the firm’s integrity at all times.
We invite you to connect with us at Eck, Getter & Greenwell if this position aligns with your experience and personal career objectives. We look forward to discussing the many advantages that joining our expanding team has to offer!