Senior Wealth Advisor — Remote, Incentives & Profit Sharing

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

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.