Wealth Advisor at Plaid, Columbus, Ohio

Company Overview: Plaid is a leading financial services company in the banking and finance industry, dedicated to empowering individuals and businesses to achieve their financial goals through innovative solutions and personalized services. With a strong commitment to excellence and integrity, Plaid is at the forefront of providing wealth management services that drive financial success for our clients. Key Responsibilities for Wealth Advisor: - Develop and maintain client relationships to understand their financial goals and objectives - Provide comprehensive financial planning and investment management services tailored to each client's needs - Analyze market trends and investment opportunities to make informed recommendations - Monitor and review client portfolios to ensure alignment with financial objectives - Educate clients on financial strategies and investment options to empower informed decision-making - Collaborate with internal teams to deliver exceptional service and support to clients Required Qualifications: - Bachelor's degree in Finance, Economics, Business Administration, or related field - Certified Financial Planner (CFP) certification - Minimum of 3 years of experience in wealth management or financial advisory roles - Strong knowledge of investment products, financial markets, and wealth management strategies - Excellent communication and interpersonal skills - Ability to work independently and as part of a team in a fast-paced environment Desired Skills: - Master's degree in Finance or related field - Chartered Financial Analyst (CFA) designation - Experience with financial planning software and tools - Proven track record of client acquisition and retention - Strong networking and relationship-building abilities - Knowledge of tax planning and estate planning strategies Compensation & Benefits: The annual salary range for the Wealth Advisor position at Plaid in Columbus, Ohio is $80,000 - $120,000, commensurate with experience and qualifications. In addition to competitive compensation, Plaid offers a comprehensive benefits package, including health insurance, retirement plans, paid time off, professional development opportunities, and employee wellness programs. How to Apply: Interested candidates who meet the required qualifications and possess the desired skills are encouraged to submit their resume and cover letter through the Plaid careers website. Only qualified applicants will be contacted for further consideration. Thank you for considering a career with Plaid in Columbus, Ohio.