Senior Financial Planner & Client-Relationship Advisor

Stratos; Blue Ash (OH); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401k match

Healthcare

PTO

Job summary

Retirement Corporation of America is looking for a Financial Advisor in Blue Ash, OH, to deepen client relationships and deliver comprehensive financial planning. This role involves preparing client meetings, developing financial plans, and contributing to client services.

You will need 5–7 years of experience in the field, with a CFP® designation required and strong communication skills. Benefits include healthcare, 401k match, and PTO.

Qualifications

• 5–7 years of experience in financial planning and client relationship management.
• CFP® designation required (or near completion).
• Series 65 required.
• Demonstrated experience contributing to comprehensive financial planning.

Responsibilities

• Preparing for and participating in client meetings with increasing responsibility.
• Developing and maintaining comprehensive financial plans aligned to client goals.
• Communicating recommendations clearly in meetings and written follow-ups.
• Staying engaged with client situations to ensure plans remain relevant.
• Managing ongoing service needs with attention to detail.
• Contributing to the improvement of planning workflows and client deliverables.
• Developing new opportunities within existing relationships.

Skills

Client communication skills

Financial planning expertise

Attention to detail

Team collaboration

Client relationship management

Education

CFP® designation

Job description

Retirement Corporation of America is looking for a Financial Advisor in Blue Ash, OH, to deepen client relationships and deliver comprehensive financial planning. This role involves preparing client meetings, developing financial plans, and contributing to client services.

You will need 5–7 years of experience in the field, with a CFP® designation required and strong communication skills. Benefits include healthcare, 401k match, and PTO.