Private Wealth Advisor

Company DescriptionArtifex Financial Group is a fee-only financial planning and investment management firm that puts clients' interests first. We do not sell financial products or receive commissions, ensuring our professional advice is unbiased. Our all-inclusive approach evaluates all aspects of a client's finances to create a harmonious strategy. Based on the highest professional standards, we offer unlimited access to our services for an annual retainer fee, committed to providing exceptional value and ethical treatment.Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.Role DescriptionThis is a full-time, on-site role for a Private Wealth Advisor, located in either our Columbus, Ohio or Dayton offices. The Private Wealth Advisor will be responsible for providing personalized financial planning services, managing client relationships, and offering estate planning and investment advice. Day-to-day tasks include meeting with clients to assess their financial needs, developing comprehensive financial strategies, managing investment portfolios, and ensuring clients' financial goals are on track.This position offers significant career and succession potential for the right person, including potential ownership opportunitiesQualificationsFinancial Planning and Certified Financial Planner credentials3-10 years of experience as a financial advisorExisting, non-restricted client relationships is a plus, but not a requirementMust be energetic, outgoing, and committed to high ethical and professional standardsExperience in Business Relationship Management and all aspects of personal financial planningKnowledge of Investments and ability to manage investment portfoliosExcellent communication and interpersonal skillsStrong analytical and problem-solving skillsBachelor's degree in Finance, Business, Economics, or related field preferredProfessionalism and adherence to ethical standardsExperience working with high net worth clients in a comprehensive manner

Created: 2025-09-24