Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor. We're seeking a dynamic professional to build client relationships and deliver comprehensive financial solutions in Ohio's thriving financial hub. Enjoy competitive compensation, continuous training, and a collaborative culture focused on client success.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand a portfolio of high-net-worth clients through networking and referrals
- Monitor market trends and adjust client portfolios to align with financial goals
- Conduct educational workshops on financial literacy and wealth preservation
- Collaborate with internal teams on tax optimization and estate planning solutions
- Meet quarterly revenue targets while maintaining exceptional client satisfaction scores
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses required
- Minimum 5 years of financial advisory experience with HNW clients
- Proven track record of meeting sales targets and growing client assets
- CFP or CFA designation preferred
- Strong presentation skills and proficiency in financial planning software
- Ohio residency required for in-person client meetings