Financial Advisor: Grow Your Book & Client Partnerships

The Misch Group; Cincinnati (OH); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Dental Insurance

Vision Insurance

401k with match

Paid Time Off

Job summary

The Misch Group in Cincinnati seeks a motivated Financial Advisor to deliver comprehensive planning and investment management to clients, building lasting relationships while driving business growth.

You will assess client needs, develop personalized financial plans, and stay informed on market trends and product offerings. This role requires strong communication skills, independence, and a commitment to regulatory compliance and ethical standards.

Qualifications

• Minimum of 3-5 years of experience as a Financial Advisor.
• Active Series 65 or 66 license required.
• Active Health and Life Insurance licenses required.
• Established book of business highly preferred (no minimum book size requirement).
• Strong understanding of financial planning principles, investment strategies, and insurance products.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain client relationships.
• Self-motivated, results-oriented, and able to work independently.
• Bachelor's degree in finance, economics, or a related field preferred.
• Proficient with financial planning software and CRM systems.

Responsibilities

• Develop and implement personalized financial plans for clients, addressing their investment, retirement, estate, and insurance needs.
• Provide ongoing financial advice and support to clients, adapting strategies as needed to meet evolving goals.
• Build and maintain strong client relationships, fostering trust and long-term partnerships.
• Acquire and manage a book of business, expanding the firm's client base.
• Conduct thorough financial analyses and market research to identify investment opportunities.
• Ensure compliance with all regulatory requirements and ethical standards.
• Participate in business development activities, including networking and client acquisition.
• Stay up-to-date on industry trends, regulations, and product offerings.

Skills

Client relationships

Financial planning

Investment strategies

Communication

Self-motivation

Education

Bachelor's degree in finance or economics

Tools

CRM systems

Financial planning software

Job description

The Misch Group in Cincinnati seeks a motivated Financial Advisor to deliver comprehensive planning and investment management to clients, building lasting relationships while driving business growth.

You will assess client needs, develop personalized financial plans, and stay informed on market trends and product offerings. This role requires strong communication skills, independence, and a commitment to regulatory compliance and ethical standards.