Job Description
Join Wealth Legacy Partners, Cincinnati's premier wealth management firm, and transform your financial advisory career with uncapped earning potential. We're seeking a dynamic Senior Financial Advisor to build high-net-worth client portfolios in Ohio's thriving business corridor. Enjoy premium workspace in Fountain Square, comprehensive CFP sponsorship, and industry-leading technology infrastructure.
Our advisors average 30% YoA revenue growth through our proprietary client acquisition system and institutional partnership network. Benefit from hybrid work flexibility, quarterly performance bonuses, and exclusive access to our wealth-building bootcamp program.
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Execute multi-asset investment strategies with proprietary research tools
- Lead client acquisition through our referral partner network
- Present quarterly portfolio reviews and market outlooks
- Collaborate with tax and legal specialists for integrated solutions
- Mentor junior advisors in our 6-month accelerator program
- Drive business development through community leadership initiatives
Qualifications
- 5+ years experience in financial services with FINRA Series 65/66
- Certified Financial Planner (CFP) designation required
- Proven track record of $5M+ AUM management
- Advanced proficiency in portfolio management software (e.g., Orion, Black Diamond)
- Exceptional presentation skills for executive-level client meetings
- Ohio SIPC/SEC compliance certification
- Background in estate planning and risk management strategies
- Entrepreneurial mindset with demonstrated business development success