Wealth Management Associate (Dayton, OH)

What You’ll Do:

Benchmark investment portfolios using Morningstar-Monthly

Prepare client reviews

Prepare 401K reviews

Input data for financial plans using Money Guide Pro

Help create practice management tools

Create 401K marketing campaigns

Custom client analysis/research

What You’ll Need:

Must be comfortable navigating unfamiliar software

Must know Microsoft Office

Must be comfortable engaging in phone calls with perspective clients

Be comfortable with administrative tasks

Be comfortable working independently at times

Hours: Approximately 25 hours per week initially (9am-2pm)

About BARRYSTAFF:

The job search can be a pain. That’s why we’re here.

BARRYSTAFF has been putting people to work for over 30 years and remains the most successful locally-owned staffing agency in Dayton. With offices in Dayton, Piqua and Springfield, we specialize in industrial, clerical, and permanent placements. If you are looking for a new career, or if you are an employer looking for new talent, you are in the right place.

Welcome to BARRYSTAFF. Let’s go to work.

Job Type: Part-time

Salary: $14.00 to $15.00 /hour

Click here to apply via Indeed.com

You can also email your resume to a BARRYSTAFF recruiter at

recruiter@barrystaff.com