Job Description
Join Cincinnati's premier wealth management firm as a Senior Financial Advisor and elevate your career to new heights. Capital Growth Partners offers an elite platform for top-tier professionals to build high-net-worth portfolios while enjoying industry-leading compensation and comprehensive support. Our client-centric approach combines cutting-edge financial technology with personalized strategies, creating an environment where your expertise thrives.
As a cornerstone of our Cincinnati team, you'll benefit from our robust referral network, continuous professional development, and collaborative culture designed for ambitious advisors. We provide the tools and resources necessary to serve ultra-high-net-worth clients while maintaining work-life balance in Ohio's vibrant economic hub.
Responsibilities
- Develop and execute comprehensive financial strategies for high-net-worth individuals and families
- Cultivate and expand client relationships through personalized wealth management solutions
- Analyze market trends and economic indicators to optimize investment portfolios
- Collaborate with internal experts on tax, estate, and retirement planning strategies
- Maintain compliance with FINRA regulations and firm standards
- Lead client acquisition initiatives through networking and referral programs
- Mentor junior advisors to foster team growth and knowledge sharing
Qualifications
- Minimum 5 years experience as a licensed Financial Advisor with FINRA Series 7, 66/63, and state insurance licenses
- Proven track record managing $50M+ in client assets
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Exceptional communication skills with demonstrated ability to present complex concepts
- Strong analytical mindset with proficiency in financial planning software
- Cincinnati market knowledge and established professional network
- History of exceeding sales targets and client satisfaction metrics