Wealth Advisor: Grow High-Net-Worth Relationships

Jobot; Anderson (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Bonus opportunity

Health, dental, and vision benefits

Retirement plan with company match

Paid time off and holidays

Professional development and CE

Licensing and certification support

Career advancement

Collaborative work environment

Job summary

Jobot is seeking a motivated Financial Advisor to join our Wealth Management team in Ohio. You will work with individuals, families, and business owners to understand goals and craft personalized strategies to build, manage, and preserve wealth.

The ideal candidate combines financial knowledge with strong relationship skills, develops new client relationships, manages an existing book, and delivers high-touch, compliant guidance.

Qualifications

• Bachelor's degree in finance or related field required or preferred.
• 3+ years financial advising or wealth management experience.
• Licenses: Series 7 and Series 66/65 preferred or obtainable.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Conduct financial discovery meetings to assess goals, needs, risk, and financial circumstances.
• Create customized wealth management and financial planning strategies.
• Provide guidance on investments, retirement, estate, tax, insurance, and overall planning.
• Monitor portfolios and adjust plans as markets change.
• Conduct regular client reviews and identify opportunities to improve outcomes.
• Prospect for new clients through referrals, networking, and business development.
• Collaborate with internal specialists when appropriate.
• Maintain accurate client records and comply with regulatory requirements.
• Stay informed on markets, products, regulations, and trends.
• Deliver a high-touch, consultative client experience built on trust.

Skills

Client relationships

Financial planning

Investment knowledge

Communication

Problem solving

Education

Bachelor's degree in Finance, Economics, Business, Accounting

Tools

Series 7 license

Series 66/65 license

Job description

Jobot is seeking a motivated Financial Advisor to join our Wealth Management team in Ohio. You will work with individuals, families, and business owners to understand goals and craft personalized strategies to build, manage, and preserve wealth.

The ideal candidate combines financial knowledge with strong relationship skills, develops new client relationships, manages an existing book, and delivers high-touch, compliant guidance.