About this role
Wealth Advisor III at Bankatfirst. Location: Cleveland, Ohio, United States. Role: Managing client relationships, Developing investment strategies, Conducting investment reviews Requirements: Seven years of investment management experience, strong communication skills, and a Bachelor's degree in Business or related field required. Category: Finance and Accounting Seniority: Senior Level Tools: Financial Planning Software Certifications: cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English