Boutique Retirement Planner (Series 65) – Client-Centric

The Well; Dayton (OH); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% employer match

Health stipend arrangement (discussed)

Job summary

The Well is seeking an experienced Financial Advisor in the Cincinnati, Ohio area to join a close-knit, client-focused advisory team serving pre-retirees and retirees. You will deliver personalized retirement income planning, educate clients, and own a growing client service book with autonomy.

Ideal candidates have 5+ years of financial advising, a Series 65 license, a Bachelor’s in finance, and a warm, empathetic communication style.

Qualifications

• Minimum 5 years of experience in financial advising or client servicing roles.
• Series 65 license required.
• Bachelor's degree in finance or related field.
• Highly personable and relationship-driven with strong interpersonal skills.
• Ability to explain complex financial concepts clearly to clients.

Responsibilities

• Create comprehensive, personalized financial plans for retirement income needs.
• Lead annual client review meetings.
• Explain recommendations in clear language to clients.
• Open client accounts and facilitate transfers.
• Prepare annuity and insurance policies and coordinate paperwork.
• Educate clients on Social Security, Medicare, estate and tax planning.
• Analyze data and update plans as circumstances evolve.
• Build long-term client relationships grounded in trust and communication.
• Follow firm processes to ensure a high-quality client experience.
• Stay current on retirement planning trends and regulations.

Skills

Relationship-building

Communication

Series 65 license

Financial planning

Retirement planning

Education

Bachelor's degree in finance or related field

Job description

The Well is seeking an experienced Financial Advisor in the Cincinnati, Ohio area to join a close-knit, client-focused advisory team serving pre-retirees and retirees. You will deliver personalized retirement income planning, educate clients, and own a growing client service book with autonomy.

Ideal candidates have 5+ years of financial advising, a Series 65 license, a Bachelor’s in finance, and a warm, empathetic communication style.