Senior Wealth Advisor

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

Job summary

A dynamic firm in Cincinnati is seeking a Senior Financial Advisor to manage high-net-worth client relationships and provide tailored financial solutions. You will leverage your expertise in wealth management, collaborate with a talented team, and contribute to a culture of continuous learning and support. The role offers a competitive salary range, flexible remote work options, and a commitment to professional development.

Benefits

Flexible schedule

Incentivized bonuses

Profit sharing options

Health benefits covering 90-95%

401k match up to 3%

Qualifications

• 10+ years of experience in financial planning or relevant fields.
• Strong experience with high-net-worth clients.
• Demonstrated experience in talent development.

Responsibilities

• Cultivate and maintain client relationships.
• Lead client meetings to identify challenges and solutions.
• Collaborate with a team to provide comprehensive wealth management.

Skills

Wealth Management

Relationship Management

Communication Skills

Attention to Detail

Organizational Skills

Education

Bachelor’s degree

Series 65

CFP certification

CFA certification

Tools

eMoney

MoneyGuide Pro

Job description

1 week ago Be among the first 25 applicants

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Job details

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

This Jobot Job is hosted by Kevin Shilney

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

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.
  
  

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Accounting, Financial Services, and Banking

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