Senior Financial Advisor — Path to Partnership

STRATOS; Blue Ash (OH); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

401(k) plan with company match

Healthcare benefits

Paid time off

Professional development opportunities

Job summary

Retirement Corporation of America seeks an experienced Financial Advisor in Blue Ash, OH, to join our advisory team and foster long-term client relationships. The role focuses on delivering high-quality financial planning and advice within an established client base, with opportunities to participate in ownership as the firm grows.

The ideal candidate has 6–10 years in financial planning, CFP certification, and Series 65, and will work toward expanding the firm's multigenerational relationships.

Qualifications

• 6–10 years of experience in financial planning and client relationship management.
• CFP designation required.
• Series 65 license required.
• Strong communication skills and professional presence.
• Detail-oriented with ability to manage multiple client priorities.
• Collaborative, team-oriented mindset with a commitment to improvement.

Responsibilities

• Lead client meetings and deliver financial planning recommendations.
• Develop comprehensive financial plans tailored to client goals and cash flow needs.
• Communicate recommendations clearly in meetings and follow-up.
• Contribute to the continuous improvement of planning processes and client deliverables.
• Identify opportunities to deepen existing family relationships and develop new client relationships.

Skills

Financial planning

Client relationship management

Communication skills

Attention to detail

Team collaboration

Education

CFP designation

Series 65 license

Job description

Retirement Corporation of America seeks an experienced Financial Advisor in Blue Ash, OH, to join our advisory team and foster long-term client relationships. The role focuses on delivering high-quality financial planning and advice within an established client base, with opportunities to participate in ownership as the firm grows.

The ideal candidate has 6–10 years in financial planning, CFP certification, and Series 65, and will work toward expanding the firm's multigenerational relationships.