Meeder Investment Management-posted 9 months ago
Full-time • Senior
Dublin, OH
101-250 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a broad suite of investment solutions including: mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

  • Grow our business strategically by cultivating new wealth management client business.
  • Deliver and build consistent message to potential clients that properly reflects Meeder Wealth Management's history of serving clients over 45 years.
  • Establish sales and new revenue forecasting on a monthly/quarterly/annual basis.
  • Consistently and accurately manage information within the CRM software platform.
  • Collaborate with other members of the firm in marketing to new client prospects, as well as client transition for ongoing service.
  • Share expertise to effectively grow and enhance other team members' business development capabilities.
  • Keep abreast of current industry developments and maintain high level of understanding of the wealth management industry.
  • 5+ years of financial advisory experience.
  • Bachelor's degree in finance, economics or a related field.
  • FINRA General Securities Representative license (Series 7), and FINRA Uniform Investment Adviser Law Exam (series 65)
  • CFP, CHFC designation preferred (completed or in progress).
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