Wealth Advisor

We are looking to expand our team at Kleinfelder Capital! We are a growing RIA firm that specializes in wealth management and comprehensive financial planning. You will have access to our open architecture platform to help your clients achieve their financial and life goals. We are excited to invest in someone who is hardworking, entrepreneurial, self-motivated and has excellent interpersonal skills. ResponsibilitiesObtain new clients through various prospecting approachesInvest and manage client accounts in appropriate investment vehiclesCreate comprehensive financial and retirement plans for clientsCommunicate investment philosophy and market movement to clientsManage client relationships ongoingQualificationsBachelor’s degree or equivalent5+ years of investment management experience is preferred2+ years of sales experienceSeries 65 or 66Self-motivated to succeedPassionate about helping clients achieve their goalsAn excellent communicator with strong verbal and writing skillsA strong moral compass and focus on integrity