Wealth Advisor

W3Global; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Tuition Assistance

Paid Maternity Leave

Job summary

W3Global is seeking a Wealth Advisor in Cincinnati, OH to build and manage client relationships within a growing RIA. You will leverage an open-architecture platform to develop customized investment strategies and comprehensive financial plans aligned with each client’s goals.

The role emphasizes entrepreneurial thinking, client-first service, and the ability to convert prospects into long-term partnerships while delivering clear financial guidance and ongoing reviews.

Qualifications

• Bachelor's degree or equivalent experience.
• Series 65 or Series 66 license.
• 2+ years of sales experience.
• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Demonstrated self‑motivation and personal accountability.
• Strong ethical standards and a high level of integrity.

Responsibilities

• Develop new client relationships through prospecting and networking.
• Meet with clients to understand financial goals and priorities.
• Create and manage comprehensive financial plans.
• Develop investment strategies using an open-architecture platform.
• Monitor portfolios and adjust as client needs evolve.
• Maintain proactive, transparent client communication.

Skills

Relationship-building

Sales experience

Communication skills

Self-motivation

Integrity

Education

Bachelor's degree

Series 65/66

Job description

Job Title: Wealth Advisor

### Wealth Management | Comprehensive Financial Planning | Client Relationships

• Location:** Cincinnati, OH 45236
• Employment Type:** Full-Time

## ABOUT THE OPPORTUNITY:

• Our client is a **growing Registered Investment Advisory (RIA) firm** specializing in comprehensive wealth management and financial planning. As the firm continues to expand, they are seeking an entrepreneurial and relationship-focused **Wealth Advisor** to join their team.
• This is an opportunity for a motivated financial professional to build and develop meaningful client relationships while helping individuals and families pursue their **financial and life goals**.
• The Wealth Advisor will have access to an **open-architecture investment platform**, providing the flexibility and resources needed to develop personalized investment and financial planning strategies based on each client's unique circumstances.
• The ideal candidate is **hardworking, entrepreneurial, self-motivated, personable, and driven to succeed**. Just as importantly, this individual should have a strong commitment to integrity and genuinely enjoy helping clients make informed decisions about their financial futures.

## BUSINESS DEVELOPMENT & CLIENT ACQUISITION:

• Develop new client relationships through a variety of prospecting and business-development strategies.
• Identify prospective clients and cultivate relationships through networking, referrals, professional connections, and other outreach initiatives.
• Conduct client and prospect meetings to understand financial circumstances, objectives, priorities, and long‑term goals.
• Develop trusted relationships that lead to long‑term client partnerships.
• Take ownership of personal business-development activities and contribute to the firm's continued growth.

## WEALTH MANAGEMENT & INVESTMENT STRATEGY:

• Develop and implement investment strategies aligned with each client's objectives, risk tolerance, time horizon, and overall financial plan.
• Invest and manage client assets using appropriate investment vehicles and strategies.
• Monitor client portfolios and make adjustments as appropriate based on client needs and changing circumstances.
• Utilize the firm's open-architecture platform to provide flexible investment solutions.
• Explain investment recommendations and strategies in a clear, understandable manner.

## COMPREHENSIVE FINANCIAL PLANNING:

• Create comprehensive financial and retirement plans designed around each client's individual goals.
• Evaluate clients' financial situations and identify opportunities, risks, and areas requiring attention.
• Help clients develop strategies for retirement, investments, and broader financial objectives.
• Connect investment decisions to the client's overall financial and life goals.
• Regularly review financial plans and make recommendations as client circumstances evolve.

## CLIENT RELATIONSHIP MANAGEMENT:

• Serve as a trusted advisor and primary point of contact for assigned clients.
• Maintain consistent, proactive communication with clients.
• Explain market activity, investment philosophy, portfolio performance, and relevant financial considerations.
• Keep clients informed during changing market conditions and provide thoughtful guidance.
• Conduct ongoing client reviews and proactively identify opportunities to provide additional value.
• Build long‑term relationships based on **trust, transparency, communication, and integrity**.

# WHAT WE'RE LOOKING FOR:

### Required Qualifications:

• **Bachelor's degree or equivalent experience.**
• **Series 65 or Series 66**.
• **2+ years of sales experience**.
• Strong interpersonal and relationship-building skills.
• Excellent verbal and written communication skills.
• Demonstrated self‑motivation and personal accountability.
• Strong ethical standards and a high level of integrity.
• Genuine passion for helping clients achieve their financial and life goals.

### Preferred Qualifications

• **5+ years of investment management experience**.
• Experience in wealth management, financial planning, investment advisory, or a related financial‑services environment.
• Demonstrated success developing new client relationships.
• Experience conducting financial planning and investment conversations with individuals and families.
• Established professional network or existing client relationships is a plus.

# THE IDEAL CANDIDATE

We're Looking For Someone Who Is

• Entrepreneurial**
• Takes ownership of their business development and actively looks for opportunities to grow.
• Client-Focused**
• Genuinely enjoys understanding clients and helping them pursue their financial and life goals.
• Self‑Motivated**
• Works independently, stays accountable, and consistently follows through.
• Relationship‑Driven**
• Builds lasting relationships based on trust and communication.
• Investment‑Minded**
• Understands investment principles and can communicate strategies effectively to clients.
• An Excellent Communicator**
• Can explain complex financial concepts clearly and confidently.
• Ethical & Trustworthy**
• Operates with a strong moral compass and puts integrity at the center of client relationships.

# WHY JOIN THE TEAM?

• Our client is building a growing RIA environment where motivated professionals have the opportunity to make a meaningful impact.

You'll Have Access To

• **Open‑architecture investment platform**
• Comprehensive wealth‑management resources
• Financial‑planning capabilities
• Opportunity to build and expand client relationships
• Entrepreneurial environment
• Supportive team atmosphere
• Opportunity to grow alongside an expanding firm

# FEATURED BENEFITS:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Tuition Assistance
• Paid Maternity Leave

# MAKE AN IMPACT THROUGH WEALTH MANAGEMENT

• For the right professional, this is more than an investment‑management position.
• It's an opportunity to **build relationships, grow a business, and help individuals and families make informed decisions about their financial futures.**
• If you're an experienced financial professional who combines **investment knowledge, business‑development ability, interpersonal skills, and a genuine commitment to clients**, we'd like to hear from you.