Financial Advisor

The Agency Recruiting; Cincinnati (OH); Remote; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) retirement plan

Ongoing professional development support

Job summary

A financial services firm is seeking a Wealth Management Advisor to work remotely across the United States. The ideal candidate will have at least 5 years of experience, with a strong background in client acquisition and a portable book of business. This role involves providing holistic financial planning services and managing client relationships. A comprehensive benefits package includes health insurance and professional development support.

Qualifications

• Minimum of 5 years of experience in financial advising or wealth management.
• A book of business is highly preferred.
• Proven track record of successful business development and client retention.

Responsibilities

• Proactively source and acquire new client relationships.
• Provide holistic financial planning services.
• Manage and grow your own book of business.
• Develop customized financial plans.
• Collaborate with internal team members.

Skills

Client relationship management

Business development

Financial planning

Investment management

Education

CFP designation

Series 7 or 6

Life & Health License

Long-Term Care License

Job description

Overview

Job Title: Wealth Management Advisor

Location: United States (Remote)

Company Overview:

This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their approach integrates wealth management and insurance solutions to help clients achieve long-term financial security, generational planning, and peace of mind.

Position Summary:

They are seeking a highly motivated and experienced Wealth Management Advisor to join their team remotely throughout the United States. The ideal candidate will be responsible for both developing new client relationships and maintaining a high level of service with existing clients. A portable book of business is strongly preferred.

Key Responsibilities

• Proactively source and acquire new client relationships through networking, referrals, and strategic business development.
• Provide holistic financial planning services, including investment management, retirement planning, insurance analysis, and estate planning.
• Manage and grow your own book of business while delivering exceptional client service and support.
• Develop customized financial plans tailored to the specific needs and goals of each client.
• Collaborate with internal team members and external partners to implement comprehensive financial strategies.

Qualifications

• Minimum of 5 years of experience in financial advising or wealth management.
• A book of business is highly preferred.
• Proven track record of successful business development and client retention.
• Required Licenses: Series SIE, Series 7 or 6, and Series 63.
• Preferred Credentials: CFP designation, Life & Health License, and Long-Term Care License.

Compensation & Benefits

• Flexible compensation structure, which may include a base salary or a draw.
• Compensation is commensurate with experience and the size of the advisor’s book of business.
• Comprehensive benefits package including:
• Health, dental, and vision insurance
• 401(k) retirement plan
• Ongoing professional development support

Work Environment

• Remote work environment.
• Collaborative, team-oriented culture focused on long-term success for both clients and advisors.

Apply Today

If you're an experienced Wealth Management Advisor looking for a flexible, growth-oriented opportunity in a supportive and professional environment, we’d love to hear from you.