Job Description
Join our award-winning financial advisory team in Cincinnati and transform lives through expert wealth management. We're seeking passionate advisors to build client relationships while enjoying uncapped earning potential and industry-leading training. Start your impactful career tomorrow with a company that values your growth and rewards excellence.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain robust client portfolios across investment vehicles
- Drive new business acquisition through strategic networking
- Ensure compliance with FINRA regulations and company protocols
- Utilize CRM systems to track client interactions and performance
- Collaborate with internal teams for holistic wealth solutions
- Stay current on market trends and regulatory changes
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7 and 66/65 licenses (or ability to obtain within 90 days)
- 3+ years financial services or sales experience
- Strong analytical and relationship-building skills
- Proven track record in client acquisition and retention
- Ability to work independently with minimal supervision
- Excellent communication and presentation abilities