Job Description
Join Cincinnati Wealth Partners and enjoy weekly pay while building your financial advising career! We're seeking passionate Financial Advisors to help Cincinnati residents achieve their wealth goals. Our unique compensation structure combines competitive base salary with uncapped commission – paid weekly. Benefit from our extensive training program, robust client acquisition support, and cutting-edge financial planning tools. Work from our modern Cincinnati office with flexible scheduling options.
Responsibilities
- Develop personalized financial plans for 50+ active clients
- Generate new business through our proven referral network
- Manage investment portfolios with $10M+ AUM
- Conduct weekly financial wellness workshops
- Utilize CRM system for client relationship management
- Collaborate with in-house tax and legal specialists
- Achieve quarterly revenue targets
Qualifications
- FINRA Series 7 & 66/63 licenses required
- 3+ years financial advising experience
- CFP or CFA designation preferred
- Proven track record in client acquisition
- Strong presentation and negotiation skills
- Proficiency in financial planning software
- Ohio residency required