Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. We're seeking ambitious professionals to build high-net-worth client portfolios while enjoying industry-leading compensation and comprehensive support. Our dynamic team combines cutting-edge fintech tools with personalized service to deliver exceptional outcomes.
This role offers uncapped earning potential, continuous professional development, and a collaborative environment where your expertise drives tangible impact. Benefit from our established client acquisition systems and robust technology infrastructure to accelerate your career growth.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through proactive portfolio management
- Analyze market trends to optimize investment strategies and risk mitigation
- Lead client acquisition through networking and referral programs
- Collaborate with legal/tax professionals for holistic wealth solutions
- Utilize proprietary CRM systems for client lifecycle management
- Mentor junior advisors while maintaining personal performance targets
Qualifications
- 7+ years of financial advisory experience with FINRA Series 7/66 licenses
- CFA or CFP designation strongly preferred
- Proven track record managing $50M+ investment portfolios
- Exceptional communication skills for complex financial discussions
- Strong analytical abilities with market research expertise
- Experience with financial planning software (e.g., MoneyGuidePro)
- Ohio state securities registration (24 or 63)
- Entrepreneurial mindset with client acquisition drive