Job Description
Join our award-winning team at Wealth Management Partners and transform your career in Cincinnati's thriving financial district. We're seeking dynamic Financial Advisors to build client relationships, deliver personalized investment strategies, and drive growth in one of America's most vibrant markets. Enjoy industry-leading training, cutting-edge technology platforms, and a culture that rewards innovation and client-centric results. Your expertise will shape the financial futures of high-net-worth individuals and families across Ohio.
Responsibilities
- Develop and implement comprehensive financial plans for 50+ high-net-worth clients
- Build and maintain robust client portfolios with $50M+ AUM oversight
- Drive new business acquisition through strategic networking and referrals
- Conduct quarterly portfolio reviews and market trend analysis
- Collaborate with cross-functional teams (tax, legal, estate planning)
- Stay current on FINRA regulations and industry certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- 3+ years in financial advisory or wealth management
- Proven track record of client relationship building
- Strong analytical skills and market acumen
- CFPĀ® or CFA designation preferred
- Exceptional presentation and communication abilities