Job Description
Join Cincinnati's Premier Financial Advisory Team Today!
WealthBridge Financial Partners is urgently seeking motivated Financial Advisors to join our dynamic Cincinnati team. Build rewarding client relationships while driving meaningful financial transformation. Enjoy uncapped earning potential, comprehensive benefits, and industry-leading training.
What We Offer:
- Competitive base salary + uncapped commission structure
- Full health/dental/vision insurance + 401(k) matching
- Continuing education reimbursement & professional certifications
- Modern downtown office with flexible hybrid options
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios and monitor market performance
- Conduct retirement planning and wealth transfer strategies
- Build and maintain client relationships through regular reviews
- Collaborate with cross-functional teams on complex cases
- Stay current with financial regulations and industry trends
- Meet/exceed quarterly sales and client acquisition targets
Qualifications
- Bachelor's degree in Finance, Business, or related field
- FINRA Series 65/66 or equivalent securities license required
- 3+ years financial advisory or sales experience
- Strong analytical skills and investment knowledge
- Excellent communication and presentation abilities
- CFA or CFP designation strongly preferred
- Proven track record of meeting/exceeding sales goals