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Carnegie Investment Counsel Logo
Carnegie Investment Counsel

Cleveland, Ohio

Aspyre Wealth Partners Logo
Aspyre Wealth Partners

Overland Park, Kansas

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Investment Advisor
Position Overview The Investment Advisor serves as the lead advisor/relationship manager for personal financial planning clients. They manage client relationships and are responsible for providing financial planning and investment advice. They are also expected to generate prospects and develop new client relationships for the firm. Duties and Responsibilities Duties and responsibilities may include but are not limited to Maintain client relationships by regularly communicating and periodically meeting with personal financial planning clients. Prepare and deliver financial plans to clients. Analyze clients’ time horizons and risk tolerances to make investment advisory recommendat

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