Job Description
Join Wealth Management Partners as a Senior Financial Advisor and transform your career in Toledo's thriving financial district. We're seeking a dynamic professional to build high-net-worth client portfolios through strategic wealth planning. Enjoy uncapped commission potential, comprehensive benefits, and a culture of continuous growth.
Our advisors average 25% YoY income growth through our proven client acquisition system and proprietary investment platforms. You'll receive CFP® certification support and mentorship from industry veterans.
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $50M in AUM
- Execute cross-selling strategies for insurance and estate planning products
- Lead quarterly portfolio reviews with personalized market insights
- Drive new client acquisition through our referral network
- Maintain FINRA Series 7/66 certifications
- Utilize our proprietary CRM for client relationship management
Qualifications
- 5+ years in financial advisory or wealth management
- Certified Financial Planner (CFP®) designation required
- Proven track record of $1M+ annual production
- Advanced knowledge of tax-efficient investment strategies
- Strong presentation skills for high-stakes client meetings
- Series 7 & 66/63/65 licenses
- Bachelor's degree in Finance, Economics, or related field