Job Description
Join Cincinnati's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking dynamic professionals to build client relationships, deliver strategic investment advice, and grow a thriving practice in Ohio's economic hub. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that rewards ambition.
Responsibilities
- Develop personalized financial plans including retirement, investment, and estate strategies
- Acquire high-net-worth clients through networking and targeted outreach
- Manage investment portfolios and conduct regular portfolio reviews
- Stay current with market trends and regulatory changes
- Collaborate with internal teams for comprehensive client solutions
- Maintain FINRA Series 7/66 licenses and compliance standards
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 3+ years financial services/advisory experience
- Active FINRA Series 7 and 66/65 licenses
- Proven track record of client acquisition and retention
- Strong analytical skills and investment knowledge
- Excellent communication and presentation abilities
- Ohio-based professional network preferred