Wealth Advisor

Horter Investment Management; Cincinnati (OH); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player in financial services is seeking dedicated Wealth Advisors to join their team. This role offers both home office and remote opportunities, providing leads and marketing support to help you succeed. Advisors will focus on client acquisition and delivering tailored investment management and insurance solutions. With a commitment to employee and client experiences, this company fosters a supportive environment where you can thrive. If you have a passion for helping clients achieve their financial dreams and possess a strong background in finance, this opportunity is perfect for you.

Qualifications

• 5+ years of experience as a Financial Advisor with a strong track record.
• Requires Series 65 or 7/66, life, and health insurance licenses.

Responsibilities

• Client acquisition and delivering investment management solutions.
• Creating customized financial plans to meet client goals.

Skills

Client Acquisition

Investment Management

Financial Planning

Presentation Skills

Interpersonal Skills

Education

Bachelor's Degree in Finance

CFP Certification

Tools

Financial Planning Software

Job description

We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. For our home office advisors, we provide leads and marketing opportunities. Last year, our in-house advisors received $25-$50 million in client opportunities.

Our advisors are supported by dedicated in-house service professionals who assist in client service, sales support, operations, and compliance. We aim to provide all necessary support and resources so you can focus on working with clients to help them achieve their dreams and grow your book.

As a Horter Financial Advisor, your primary responsibilities include client acquisition and delivering investment management and insurance solutions through discovery and customized financial plans. Client sourcing opportunities are available via company-sponsored seminars, workshops, and mailings.

Horter Investment Management is a family-owned financial services company based in Cincinnati, Ohio, with advisors nationwide. It operates within the Horter family of companies, offering investment management, tax, insurance, and Medicare services. Our team includes marketing, client support, sales support, technology, operations, and compliance specialists with extensive industry experience.

Our core values focus on enhancing experiences for employees, clients, and advisors. We are committed to finding outstanding candidates and creating rewarding opportunities, partnering in providing world-class financial services. We recognize the importance of individual advisors in building client relationships and aim to support you in this vital role.

We offer both 1099 and W2 arrangements, allowing flexibility in compensation and benefits. We also assist with long-term succession strategies to maximize financial security and client management.

The Horter family of companies provides comprehensive solutions to consumers and businesses, creating personalized financial plans aimed at wealth growth and preservation. We recommend and implement investment, insurance, estate, and tax strategies aligned with clients’ financial goals.

Qualifications :

To succeed in this role, candidates should meet the following criteria :

• Requires a Bachelor’s degree in Finance or a related field
• Requires Series 65 or 7/66, life, and health insurance licenses
• A CFP certification is highly preferred
• Strong understanding of the investment management industry
• 5+ years of experience as a Financial Advisor
• Exceptional presentation and interpersonal skills
• Proven track record of using financial planning to build and manage client relationships