Client-Focused Financial Advisor — Hybrid Schedule & Benefits

Express Employment Professionals - Cincinnati East; Fargo (ND); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off (PTO)

Paid holidays

Hybrid work environment

Job summary

Express Employment Professionals - Cincinnati East is seeking a motivated Financial Advisor to join their client-focused financial services team in a hybrid work environment. The role involves meeting with clients, developing personalized financial plans, reviewing portfolios, and educating clients on retirement and wealth management strategies.

The ideal candidate will have a Bachelor’s degree in Finance/Business/Economics, strong communication skills, and be able to build long-term client

Qualifications

• Bachelor’s degree in Finance, Business, or Economics preferred.
• Financial services or client-facing experience preferred.
• Strong communication and interpersonal skills.
• Excellent organizational and analytical abilities.
• Ability to explain financial concepts clearly to clients.
• Professional, dependable, and detail oriented.
• Relevant securities or financial licenses are a plus.

Responsibilities

• Meet with clients to understand their financial goals and needs.
• Develop personalized financial plans and recommendations.
• Review investment portfolios and provide ongoing guidance.
• Educate clients on retirement, investment, and wealth-management strategies.
• Build and maintain strong, long-term client relationships.
• Monitor client accounts and recommend adjustments when appropriate.
• Maintain accurate client records and follow company compliance procedures.
• Participate in team meetings, training, and professional development.

Skills

Financial knowledge

Strong communication

Interpersonal skills

Organizational skills

Explain concepts

Detail oriented

Education

Bachelor's degree in Finance/Business/Economics

Job description

Express Employment Professionals - Cincinnati East is seeking a motivated Financial Advisor to join their client-focused financial services team in a hybrid work environment. The role involves meeting with clients, developing personalized financial plans, reviewing portfolios, and educating clients on retirement and wealth management strategies.

The ideal candidate will have a Bachelor’s degree in Finance/Business/Economics, strong communication skills, and be able to build long-term client