Senior Wealth Advisor

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

Job summary

An established industry player is seeking a highly experienced Senior Financial Advisor to join their dynamic team. This role involves managing and growing a portfolio of high-net-worth clients, offering tailored financial solutions, and collaborating with a team of wealth advisors. The firm prides itself on its personalized approach to financial planning and investment management, ensuring clients receive exceptional guidance to achieve their financial goals. With a focus on building long-term relationships, this opportunity allows you to leverage your expertise while enjoying a flexible remote work schedule and generous benefits. If you are passionate about making a difference in clients' lives, this is the perfect role for you.

Benefits

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 company outings

Qualifications

• 10+ years of experience in financial planning or relevant fields.
• Series 65, CFP, or CFA certification required.

Responsibilities

• Cultivate and maintain client relationships with high-net-worth clients.
• Collaborate with wealth advisors to deliver comprehensive advice.

Skills

Wealth Management

Client Relationship Management

Financial Planning

Communication Skills

Organizational Skills

Mentoring

Education

Bachelor's Degree

Tools

eMoney

MoneyGuide Pro

Job description

This Jobot Job is hosted by Kevin Shilney.

Base Pay Range

$150,000.00/yr - $220,000.00/yr

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

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.

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Seniority Level

Not Applicable

Employment Type

Full-time

Job Function

Finance and Sales

Industries

Accounting, Financial Services, and Banking