Job Description
Join Cincinnati's leading wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking ambitious professionals to build client portfolios, drive investment growth, and deliver personalized financial solutions. Our culture combines mentorship with entrepreneurial freedom—launch your career with industry-leading training and a client acquisition support system. Enjoy hybrid work flexibility while serving high-net-worth individuals and families across the Greater Cincinnati area.
Why Choose Us?
• Top-tier industry certifications covered
• 401(k) matching + profit-sharing
• Exclusive access to institutional investment platforms
• Annual retreats and professional development stipends
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Drive client acquisition through strategic networking and referrals
- Conduct quarterly portfolio reviews and market trend analysis
- Collaborate with estate planning attorneys and tax specialists
- Maintain FINRA Series 7/66 registrations
- Utilize CRM systems for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years in financial services or client-facing sales
- FINRA Series 7 & 66/65 licenses (or ability to obtain immediately)
- Proven track record in investment portfolio management
- Strong presentation skills with complex financial concepts
- CRM proficiency (Salesforce/Redtail preferred)
- Ohio residency or willingness to relocate