Job Description
Join Cincinnati's premier wealth management firm as we expand our advisory team! We're seeking dynamic Financial Advisors to serve high-net-worth clients in the thriving Cincinnati market. Enjoy uncapped earning potential, comprehensive training, and a culture that rewards excellence. Our modern downtown office offers state-of-the-art technology and collaborative workspace designed for client success.
What We Offer:
- Industry-leading commission structure with 80% payout
- Full benefits package including 401(k) matching
- Annual conference and continuing education stipend
- Exclusive client acquisition support
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios ($50M+ AUM collective responsibility)
- Conduct quarterly portfolio reviews and strategy adjustments
- Generate new business through networking and referrals
- Stay current on SEC/FINRA regulations and compliance standards
- Utilize CRM system for client relationship management
- Collaborate with internal team on complex financial scenarios
Qualifications
- Series 7 and Series 66/65 licenses required
- 3+ years financial planning/advisory experience
- CFP or CFA designation strongly preferred
- Proven track record in client acquisition (min. 20 new clients/year)
- Strong analytical skills with portfolio management expertise
- Excellent communication and presentation abilities
- Ohio residency or willingness to relocate
- Proficiency in financial planning software (e.g., MoneyGuidePro)