Job Description
Join Cincinnati's premier wealth management firm and transform financial lives starting TOMORROW! Wealth Legacy Partners seeks ambitious Financial Advisors to build client portfolios in Ohio's thriving financial hub. We offer uncapped commission structures, industry-leading training, and a modern downtown office with skyline views. Launch your career immediately with our rapid onboarding process and start earning while you learn.
Why Choose Us?
- Immediate start date available
- Comprehensive benefits package including health/dental
- Exclusive access to institutional investment platforms
- Hybrid work model with downtown core hours
- Performance-based quarterly bonuses
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Conduct retirement planning and estate strategy sessions
- Build and maintain client relationships through regular portfolio reviews
- Leverage CRM systems to track client acquisition metrics
- Collaborate with legal/tax professionals for holistic solutions
- Participate in quarterly investment strategy workshops
Qualifications
- FINRA Series 7 and 66/63/65 certifications required
- Minimum 2 years financial services experience
- Bachelor's degree in Finance, Economics, or related field
- Proven track record in client acquisition and retention
- Advanced knowledge of retirement planning tools
- Strong analytical skills with Fidelity/Charles Schwab platform experience
- Ohio state insurance license (Life/Health) preferred
- CFP designation or willingness to pursue within 12 months