Senior Financial Advisor / Wealth Advisor

Global Recruiters of Greenwood (GRN); Cincinnati (OH); On-site; USD 250,000 - 450,000; Full time

Job summary

Global Recruiters of Greenwood (GRN) in Cincinnati is seeking an experienced wealth advisor to help launch and build a new independent wealth management practice serving high-net-worth families.

The advisor will partner with a private banker to blend client relationships with scalable platform support, targeting greater ownership, flexible service models, and long-term succession for UHNW families.

Qualifications

• Active Series 7 license required.
• Portable book of business essential.
• Experience serving high-net-worth and ultra-high-net-worth families.
• Strong investment management and financial planning knowledge.

Responsibilities

• Launch and grow an independent wealth management practice in Cincinnati.
• Partner with an experienced private banker to leverage existing client relationships.
• Provide superior advisory services to UHNW families with scalable platform support.
• Develop and retain client relationships while increasing enterprise value.

Skills

Series 7 license

Portable book of business

UHNW client experience

Investment management

Financial planning

Cincinnati relationships

Job description

Experienced Wealth Advisor / Founding Partner Opportunity

The Opportunity

We are looking for one experienced Cincinnati-area financial advisor to help launch and build a new independent wealth management practice serving high-net-worth and ultra-high-net-worth families.

This is not a traditional job opening.

A significant existing client opportunity is already in place. The right advisor will partner with an experienced private banking professional who has spent her career working with UHNW clients and is preparing to transition into the independent wealth management space.

The goal is to combine an established advisor with a portable book and strong advisory experience with an experienced private banker who brings substantial existing client relationships and business development capability.

Together, they will build an independent wealth practice with the platform, infrastructure, and resources to serve sophisticated families while creating meaningful long-term enterprise value.

What We Are Looking For

The advisor should have:

• An active Series 7
• An established, portable book of business
• Significant experience working with high-net-worth and ultra-high-net-worth families
• A strong understanding of investment management and financial planning
• Established relationships in the Greater Cincinnati market
• A demonstrated ability to develop and retain client relationshipsAn interest in helping build and grow an independent wealth management business

Experience at a wirehouse, regional brokerage firm, private bank, independent broker-dealer, or RIA may all be relevant.

Why This Opportunity Is Different

The advisor is not being asked to start an independent practice alone.

A strong client opportunity and experienced UHNW relationship partner are already part of the equation.

The practice will also have access to an established independent wealth platform providing the infrastructure and capabilities necessary to support sophisticated client relationships.

For an advisor who has built a successful book but is beginning to think about the next stage of the business, this creates an opportunity to pursue:

• Greater ownership and enterprise value
• More flexibility in how clients are served
• A broader platform for UHNW relationships
• Additional organic growth opportunities
• Long-term succession and continuity planning

Who This May Fit

This opportunity may be particularly relevant to an experienced advisor who likes the clients and business they have built but is questioning whether their current platform is the best place to build the next chapter of the practice.

The objective is to combine two complementary businesses and build something substantially larger.

Confidential Conversation

Because of the nature of the existing client opportunity, this search is being conducted selectively and confidentially.

If you are an experienced Cincinnati advisor with an active Series 7, a portable book, and meaningful UHNW experience, a confidential 10-minute conversation is the appropriate first step.