Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor and transform your career into a high-earning success story. We're seeking dynamic professionals to build lasting client relationships while delivering sophisticated financial strategies. Our award-winning team provides comprehensive training, cutting-edge technology, and a client-first culture that rewards excellence. Enjoy competitive compensation, uncapped earning potential, and work-life balance in the Queen City's thriving financial district.
Responsibilities
- Develop personalized financial plans for high-net-worth clients covering investments, retirement, estate planning, and tax optimization
- Cultivate and expand client portfolio through strategic networking and referral programs
- Analyze market trends to provide actionable investment recommendations aligned with client risk tolerance
- Lead financial wellness workshops and educational seminars for corporate partnerships
- Collaborate with legal/CPA partners to implement comprehensive wealth preservation strategies
- Maintain FINRA Series 7, 66, and Ohio state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field; CFP or CFA designation preferred
- 5+ years of financial advisory experience with proven client acquisition track record
- Demonstrated ability to manage $50M+ client investment portfolios
- Exceptional presentation skills with ability to articulate complex concepts clearly
- Strong analytical skills using portfolio management software (e.g., MoneyGuidePro, eMoney)
- Ohio SIE, Series 7, and Series 66/63/65 licenses required
- History of exceeding sales targets in commission-based compensation structures