Senior Wealth Advisor

Jobot; Cincinnati (OH); On-site; USD 150,000 - 220,000; Full time

Benefits offered by this job

Remote work

Flexible schedule

Profit sharing

Job summary

Jobot is seeking a Senior Financial Advisor to lead high-net-worth client relationships in Cincinnati, OH with a flexible remote work schedule. You will manage and grow a portfolio, delivering tailored financial advice and solutions while mentoring a team of wealth advisors.

Requires 10+ years in financial planning and credentials such as Series 65, CFP, or CFA. Competitive base salary with incentive bonuses, 401k match, and profit sharing available.

Qualifications

• 10+ years of experience in financial planning, accounting, legal, or related field.
• Series 65, CFP, or CFA certification required.
• Experience managing high-net-worth client portfolios.

Responsibilities

• Cultivate and maintain client relationships with high-net-worth clients.
• Lead client meetings to identify complex wealth planning challenges and deliver solutions.
• Collaborate with a team of wealth advisors to provide integrated wealth management advice.
• Support growth of new client relationships with strategic partners.
• Dedicate to ongoing professional education and team development.
• Provide training and mentorship to associates across the wealth advisory team.

Skills

High-net-worth client management

Wealth planning expertise

Communication skills

Mentoring and coaching

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Flexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more!

This Jobot Job is hosted by: Kevin Shilney

Salary: $150,000 - $220,000 per year

A bit about us

This firm offers comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs. Our team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Why join us?

• Firm covers 90-95% of Medical Dental Vision
• Flexible schedule
• Remote work
• Guaranteed base salary + incentive bonuses
• 401k match up to 3%
• Profit sharing options
• Travel expenses covered for any company outings or meetings

Job Details

Responsibilities

• Cultivate and maintain client relationships, building confidence by demonstrating expertise and addressing ongoing client needs.
• Lead client meetings throughout the wealth planning process to identify complex challenges and offer innovative solutions that help clients achieve their objectives.
• Collaborate with a team of wealth advisors to deliver comprehensive wealth management advice, including personalized investment portfolios for high-net-worth clients.
• Support the growth of new client relationships in partnership with strategic collaborators.
• Dedicate to ongoing professional education and contribute to team development at every level.
• Provide training and mentorship to associates across the wealth advisory team.

Qualifications

• Bachelor’s degree required.
• 10+ years of experience in financial planning, accounting, legal, or other relevant fields.
• Series 65, CFP, or CFA certification required.

Skills and Knowledge

• Extensive experience in wealth management, including fee-based consulting, tax, mutual funds, money manager programs, insurance, and financial planning.
• Proven expertise working with high-net-worth or ultra-high-net-worth clients.
• Proficient in financial planning and investment software, such as eMoney and MoneyGuide Pro.
• Exceptional interpersonal, relationship management, and communication skills.
• Demonstrated experience in talent development, including training and mentoring new team members.
• Strong organizational and time management abilities to handle multiple priorities in a high-energy setting.
• High attention to detail.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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