Certified Financial Planner (CFP) - Remote

Jobot; Cincinnati (OH); Remote; USD 150,000 - 210,000; Full time

Job summary

An established industry player is seeking a dedicated financial advisor to join their wealth advisory team. This exciting role involves cultivating client relationships, delivering tailored financial solutions, and collaborating with a team of experts to manage high-net-worth portfolios. You will leverage your extensive experience in financial planning and wealth management to inspire confidence and help clients achieve their financial goals. With a focus on personalized service, you will play a crucial role in fostering long-term relationships built on trust and support. If you're passionate about making a difference in clients' lives and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Flexible remote schedule

Guaranteed high salary + commission

Profit sharing

Firm covers 90-95% of Medical Dental Vision

401k match up to 3%

Travel expenses covered for company outings

Qualifications

• 6+ years of experience in financial planning or related fields.
• Series 65, CFP, or CFA certification required.

Responsibilities

• Cultivate and retain client relationships, addressing ongoing needs.
• Collaborate with the wealth advisor team to deliver comprehensive advice.

Skills

Financial Planning

Wealth Management

Client Relationship Management

Tax Strategies

Investment Management

Education

Bachelor’s Degree

Tools

eMoney

MoneyGuide Pro

Job description

4 days ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $210,000.00/yr

Job details

High Salary and Flexible Remote Schedule!

This Jobot Job is hosted by Luke Moussalli

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $150,000 - $210,000 per year

A Bit About Us

We are a wealth advisory team dedicated to providing comprehensive financial planning and investment management services tailored to individuals, families, and businesses. By focusing on a personalized approach, we help clients achieve their financial goals while addressing their unique needs and circumstances. Our experienced professionals offer a wide range of services, including retirement, estate, and tax planning, as well as risk and investment management, fostering long-term relationships built on trust and support.

Why join us?

• Flexible remote schedule
• Guaranteed high salary + commission
• Profit sharing
• Firm covers 90-95% of Medical Dental Vision
• 401k match up to 3%
• Travel expenses covered for any company outings or meetings

Job Details

Responsibilities

• Cultivate and retain client relationships by demonstrating expertise, inspiring confidence, and addressing ongoing client needs. Lead client meetings at all phases of the wealth planning cycle, identifying complex issues and offering tailored solutions to achieve client goals.
• Collaborate with the wealth advisor team to deliver comprehensive advice to high-net-worth clients, including customized investment portfolios and wealth management strategies. Participate in developing new client relationships alongside strategic partners, while committing to continuing education and fostering team development at all levels. Train and mentor associates within the wealth advisory team.

Qualifications

• 6+ years of experience in financial planning, accounting, legal, or a related field. Series 65, CFP, or CFA required.
• Portable book of business of $20 million AUM
• Bachelor’s degree required
• Proven wealth management expertise, including fee-based consulting, tax strategies, investments and other relevant programs
• Experience working with high-net-worth clients and mastery of financial planning software such as eMoney and MoneyGuide Pro.
• Exceptional relationship management skills, with a strong track record of mentoring and developing talent.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales

Industries

Accounting, Financial Services, and Banking