Our company has a job opportunity for anyone with investment and client relationship experience in Dayton, Ohio. The position is wealth management based for a family office. CFA certification isn’t required for this! Primary responsibilities:
manage the delivery of professional financial and wealth advisory services to all clients and entities.
Understands the Family’s needs and works with others in the Family Office to best
meet these needs.
Utilizes investment experience and knowledge of the strategy to enhance the overall service delivery of the office and strengthen client understanding.
Maintains strong client relationships
Also includes opportunity to help build the client education platform around investments and the office strategy. If interested, email email@example.com