Senior Wealth Advisor - Remote & Profit Sharing

Jobot; Cincinnati (OH); À distance; USD 150 000 - 220 000; Plein temps

Avantages offerts par ce poste

Flexible remote work schedule

Incentive bonuses

Profit sharing

Medical, dental, vision coverage

401k match

Résumé du poste

Jobot is seeking a highly experienced Senior Financial Advisor to lead client relationships and grow a book of high-net-worth clients. You will provide tailored financial advice and solutions to help clients achieve their goals, leveraging a network and collaborating with wealth advisors.

The role offers a flexible remote schedule, incentive bonuses, profit sharing, and a strong benefits package including medical coverage and 401(k) matching. A base salary plus incentives is guaranteed.

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.

Responsabilités

• 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.

Connaissances

Wealth management

Client relationships

Financial planning

Formation

Bachelor’s degree

Series 65

CFP

CFA

Outils

eMoney

MoneyGuide Pro

Description du poste

Jobot is seeking a highly experienced Senior Financial Advisor to lead client relationships and grow a book of high-net-worth clients. You will provide tailored financial advice and solutions to help clients achieve their goals, leveraging a network and collaborating with wealth advisors.

The role offers a flexible remote schedule, incentive bonuses, profit sharing, and a strong benefits package including medical coverage and 401(k) matching. A base salary plus incentives is guaranteed.