Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. We're seeking driven professionals to build lasting client relationships while growing your income potential through our industry-leading commission structure. Enjoy hybrid work flexibility, comprehensive training, and a supportive team environment in Ohio's thriving financial hub.
Responsibilities
- Develop personalized financial plans for high-net-worth clients covering investments, retirement, estate planning, and risk management
- Build and maintain robust client portfolios with $500k+ minimum assets under management
- Drive new business acquisition through targeted networking and referral strategies
- Stay current with FINRA regulations and maintain Series 65/66 certifications
- Utilize CRM systems to track client interactions and pipeline progress
- Collaborate with portfolio managers and tax specialists for integrated solutions
- Present quarterly portfolio reviews and financial plan adjustments
Qualifications
- 5+ years of financial advisory experience with proven client acquisition track record
- Active Series 65/66 and state securities licenses
- CFPĀ® or CFA designation preferred
- Strong analytical skills with ability to interpret complex financial data
- Excellent presentation skills for client meetings and seminars
- Minimum $2M AUM or equivalent production history
- Bachelor's degree in Finance, Economics, or related field