Job Description
Join Cincinnati's premier wealth management firm and transform your career as a Senior Financial Advisor. We're seeking driven professionals to build high-net-worth portfolios in Ohio's thriving financial hub. With uncapped commission structures and industry-leading resources, you'll deliver comprehensive financial planning while building lasting client relationships in a dynamic market.
Why Heritage Wealth?
• Top-tier training in investment strategies and compliance
• Exclusive access to institutional research platforms
• Full suite of marketing and business development support
• Collaborative team environment with seasoned mentors
Responsibilities
- Develop customized financial plans for high-net-worth individuals and families
- Manage diversified investment portfolios exceeding $50M in AUM
- Drive new client acquisition through strategic networking and referrals
- Conduct comprehensive risk analysis and retirement planning
- Maintain FINRA Series 7/66 certifications and ongoing compliance
- Leverage CRM systems for client relationship management
- Mentor junior advisors on industry best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 5 years experience in financial advisory role
- FINRA Series 7/66/63/24 certifications required
- Proven track record managing $10M+ investment portfolios
- Strong network of high-net-worth contacts in Cincinnati
- Certified Financial Planner (CFP) designation preferred
- Exceptional presentation skills for client meetings