Job Description
Join Cincinnati's premier wealth management firm and accelerate your career as a Senior Financial Advisor. We're seeking a results-driven professional to build high-net-worth client portfolios while enjoying uncapped earning potential. Our hybrid work model combines downtown prestige with flexible scheduling, backed by industry-leading technology and a robust referral network. Why Capital Growth Partners? Top-tier training, comprehensive benefits including 401(k) matching, and a culture where advisors retain 85% of commissions. Immediate openings for 2023!
Responsibilities
- Develop personalized financial plans for HNW clients with $500k+ assets
- Drive business growth through strategic networking and client referrals
- Manage diversified investment portfolios including stocks, bonds, and alternative assets
- Conduct quarterly portfolio reviews and proactive tax-loss harvesting
- Lead educational workshops on retirement planning and wealth preservation
- Maintain FINRA Series 7/66 licenses and continuing education compliance
- Collaborate with internal partners for estate planning and risk mitigation
Qualifications
- 5+ years of financial advisory experience with HNW clientele
- Active FINRA Series 7 and 66/65 licenses
- CFA or CFP designation preferred
- Proven track record of $1M+ AUM growth annually
- Exceptional presentation skills and financial acumen
- Ohio resident with established Cincinnati professional network
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Self-starter with entrepreneurial mindset