Job Description
Join Cincinnati's premier wealth management firm as we expand our advisory team! We're seeking a dynamic Senior Financial Advisor to serve high-net-worth clients in the Ohio Valley region. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and client-centric solutions. Immediate start available for qualified candidates. Benefit from our established referral network and cutting-edge fintech platform.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and estate management
- Cultivate and maintain relationships with HNW clients through proactive communication and portfolio reviews
- Drive business growth through targeted networking and strategic partnerships
- Ensure compliance with FINRA regulations and firm compliance protocols
- Mentor junior advisors while maintaining personal production targets
- Leverage proprietary CRM system for client lifecycle management
Qualifications
- Series 7, 66 (or 63/65) licenses with clean U-4 record
- Minimum 3 years financial advisory experience with proven client acquisition track record
- Bachelor's degree in Finance, Economics, or related field
- CFP or CFA designation strongly preferred
- Exceptional presentation skills with ability to articulate complex concepts
- Ohio residents with established local network preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)