Wealth Advisor

THOR Wealth Management; Cincinnati (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in financial advisory is seeking a motivated Wealth Advisor to join their team in Cincinnati. This role offers a unique opportunity to build and nurture client relationships while providing comprehensive wealth management services. Ideal candidates will have a strong background in financial planning and a commitment to professional growth. The firm emphasizes work-life balance, offering flexible work arrangements and a collaborative team environment. Join a firm that values your expertise and is dedicated to making a meaningful impact in clients' lives.

Benefits

Work-life balance

Casual Fridays

Half-day Fridays in summer

Opportunities to work from home

100% employee-owned

Future partnership opportunities

Qualifications

• 2-5 years of experience in financial planning or wealth management.
• CFP professional or on the path to certification.
• Excellent organizational and communication skills.

Responsibilities

• Manage client relationships and provide wealth management services.
• Stay updated on personal finance and tax topics.
• Become proficient in internal processes and software.

Skills

Financial Planning

Wealth Management

Communication Skills

Organizational Skills

Attention to Detail

Team Player

Self-Motivated

Education

CFP Certification

Degree in Finance or Accounting

Tools

Right Capital

Holistiplan

Job description

THOR Wealth Management, Inc. is a Cincinnati-based firm looking to add a Wealth Advisor to our team. If you are experienced in financial planning and want to cultivate and grow client relationships in a way that will truly make an impact, then we would like to speak with you. Ideal candidates will need to work well in a team environment, display a willingness to learn, have exemplary organizational skills, and use polished communication with clients and colleagues.

If you are interested in learning more about this opportunity, please submit a cover letter and resume to [emailprotected].

Responsibilities

• Manage client relationships and provide comprehensive wealth management services
• Become proficient in internal processes and software
• Stay up to date on personal finance, planning, and tax topics

Qualifications

• 2-5 years of experience in financial planning, wealth management, finance, or accounting
• CFP professional or on the path to CFP certification
• Excellent organizational and communication skills
• High attention to detail
• Strong willingness to learn
• Team player
• Self-motivated

Software / Technology

• Right Capital
• Holistiplan

Company Information

Registered Investment Advisory firm with over $550M in assets under management, providing exceptional financial advice in investment management, financial, tax, and estate planning. While THOR works with a wide range of clients, a large focus is on the emerging wealth and pre-retiree demographics—clients we can serve throughout their lives.

At THOR: Work-life balance, casual Fridays, half-day Fridays during the summer, opportunities to work from home, 100% employee-owned, and looking to hire future partners.