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Senior Client Advisor

Cleveland, OH | Investment Advisory

Job Description

 GL Investment Services, LLC (GLIS) is an independent advisory firm that provides customized wealth management and investment management services to clients throughout the United States. Our parent company was established in 2003 to advise young professionals on financial decisions. Our expansion into the wealth management marketplace has been met with encouraging adoption as our client growth ranks us among the fastest growing RIA’s in the country. We are singularly focused on helping our clients increase their financial net worth and we strive to achieve this by taking a holistic approach designed to attain superior risk-adjusted returns for our clients.  

To learn more about our innovative services, please visit our websites:  

www.glinvestmentservices.com

www.gladvisor.com

www.glcp.com

 

GLIS is currently seeking  Senior Client Advisors. to join our RIA business. This is a tremendous opportunity to be part of a collaborative and dynamic financial services company that was recently listed in Inc. Magazine’s "Fastest Growing Private Companies" and is one of the fastest growing registered investment advisory firms.

Responsibilities

  • Provide investment advice to existing clients
  • Acquire and manage new clients independent of existing channels
  • Assist clients in determining their long-term financial goals and plans
  • Articulate the value of our unique service offering to prospective clients
  • Communicate options and advise clients of appropriate solutions to achieve their goals
  • Analyze and problem solve complex client issues
  • Research new service offering opportunities as directed

Requirements

  • CFP, Series 65, or 66 Preferred
  • Direct client work experience in financial services industry
  • Wealth management, insurance and brokerage markets preferred
  • Familiarity with financial services offerings
  • Highly preferred if candidate has institutional sales, research, hedge funds and marketing experience
  • Excellent written and oral communication skills
  • Excellent analytical skills and problem solving abilities

 

 

 

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