Financial Advisor $50K-$70K based on experience

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

Financial Advisor -$50K–$70K

Job Type: Full-Time
Schedule: Monday–Friday, 8:00 AM–5:00 PM
Work Arrangement: Hybrid

Position Overview

This company is seeking a motivated and client-focused Financial Advisor to join their growing financial services team. The ideal candidate will help clients develop financial strategies, manage investment goals, and make informed decisions regarding their financial future.

Key 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.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field 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.

Compensation & Benefits

• Health insurance

• 401(k) retirement plan

• Paid time off (PTO)

• Paid holidays

• Hybrid work environment

Ideal Candidate

The ideal candidate is personable, organized, financially knowledgeable, and comfortable building trusted relationships with clients. This position offers an opportunity to grow within a professional financial-services environment while maintaining a consistent Monday–Friday schedule.