Financial Advisor

Omega Wealth Private Capital, LLC; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Omega Wealth Private Capital, LLC is seeking an advisor at our Crestview Hills office to lead retirees from interest to decision. You’ll conduct discovery, craft recommendations, and own the client relationship through implementation and beyond, with support from our advisory platform.

The role is a real advisory position with a W-2 structure and production upside, not a commission-only setup. You’ll need Series 65 (or 7+66), an active life license, documented closings, and a credible

Qualifications

• Active Series 65 (or 7+66) authentication and suitability
• Active life insurance license or equivalent
• Documented closing evidence—past successes
• Reliable in-office presence and commutable to Cincinnati/Northern Kentucky

Responsibilities

• Lead discovery with retirees and pre-retirees
• Build and present financial recommendations
• Ask for the business and own the relationship through implementation
• Coordinate with operations and advisory platform for client service

Skills

Active Series 65 (or 7+66)

Active life license

Documented closing evidence

Commute to NKY/Cincinnati

Job description

Somewhere in Greater Cincinnati this week, a retiree is listening to a radio segment about retirement income, or sitting in a workshop, or finishing a podcast episode — and deciding it's finally time to talk to someone. The question is who's sitting across the table when they do.

If you're an advisor who can close, you know the frustration of being good at the hardest part of this business while your platform starves you of the chance to prove it. Cold names dressed up as leads. A demand engine that feeds the corner office. A week that fills with service work while the producers' pool splits whatever walks in. You didn't lose your edge — you're just swinging in a park with no pitches.

Omega Wealth Private Capital runs one of the region's most visible retirement brands: WI$E MONEY television, radio, and podcast content, educational workshops, and public events, anchored by offices serving Cincinnati and Northern Kentucky. This is the heart of the engine — the market where the brand has been built the longest and works the hardest. Our Crestview Hills office needs an advisor who can sit at the center of that and do the one thing media can't: lead a household from interest to decision.

The work is real advising. Retirees and pre-retirees facing consequential decisions — retirement income, investment management, insurance coordination — who want it explained in plain language, not Wall Street jargon. You'll lead discovery, build the recommendation, ask for the business, and own the relationship through implementation and beyond, with operations, new-business coordination, and an advisory platform behind you so your calendar points at clients. Employed W-2 structure with production upside — not a commission-only cold start, and not a franchise fee dressed up as independence.

What you'll need:

• Active Series 65 (or 7+66)
• Active life insurance license
• Documented closing evidence — financial decisions you personally influenced and closed
• A credible Northern Kentucky/Cincinnati commute and consistent in-office presence

If what you're after is maximum payout with no accountability, remote autonomy, or a book handed to you, this isn't your seat. This is for an advisor who wants to convert at the center of an engine that's already running — on a team that moves with urgency and expects the same from them.

Here's the honest math: your ability to close is the scarcest skill in this business, and right now it's priced like a commodity where you sit. A seat this close to real demand doesn't stay open long.