Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor! We're seeking dynamic professionals to build lasting client relationships while delivering exceptional financial planning solutions. Enjoy a competitive compensation structure, comprehensive benefits package, and unlimited growth opportunities in Ohio's thriving financial hub.
Our advisors receive industry-leading training, cutting-edge technology resources, and mentorship from industry veterans. This is your chance to make a tangible impact on clients' financial futures while advancing your career in one of America's most vibrant cities.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management solutions
- Cultivate and maintain a robust client portfolio through personalized financial consultations
- Analyze market trends and economic indicators to optimize client portfolios
- Collaborate with cross-functional teams to deliver seamless client experiences
- Stay current with FINRA regulations and compliance requirements
- Drive business development through networking and referral programs
- Maintain detailed client documentation and reporting systems
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Minimum 3 years of financial planning/advisory experience
- Proven track record of client relationship management
- Exceptional communication and presentation skills
- Strong analytical abilities and proficiency with financial planning software
- Entrepreneurial mindset with business development aptitude