About this role
Wealth Advisor II at Bankatfirst. Location: Cincinnati or Covington. Role: serve clients, generate leads, advise clients Requirements: Five years investment/portfolio management; client relationship management; knowledge of investment solutions, risk management, asset allocation; financial planning software. Category: Finance and Accounting Seniority: Mid Level Tools: Financial planning software Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English