Wealth Advisor: Personal Finance & Investment Planner

HORAN Wealth; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Paid time off

Professional development opportunities

Collaborative work environment

Job summary

A financial services firm in Cincinnati is seeking a Wealth Advisor to provide comprehensive financial planning and investment advisory services. The ideal candidate should have a Bachelor’s degree and experience in financial services. This role involves managing client relationships, conducting financial assessments, and creating tailored investment portfolios. A competitive salary and benefits package is provided, along with professional development opportunities, in a collaborative work environment that emphasizes work-life balance.

Qualifications

• Knowledge of comprehensive financial planning and investment advisory services.
• Previous experience in financial services or wealth management preferred.
• Ability to interpret complex financial data.

Responsibilities

• Build and maintain strong relationships with clients by providing financial advice.
• Conduct comprehensive financial assessments including retirement and tax planning.
• Create and manage investment portfolios tailored to clients' needs.

Skills

Analytical skills

Interpersonal skills

Communication skills

Detail-oriented

Client-focused mindset

Education

Bachelor’s degree in Finance, Economics, Business Administration or related field

Tools

Microsoft Office Suite

Financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro)

Job description

A financial services firm in Cincinnati is seeking a Wealth Advisor to provide comprehensive financial planning and investment advisory services. The ideal candidate should have a Bachelor’s degree and experience in financial services. This role involves managing client relationships, conducting financial assessments, and creating tailored investment portfolios. A competitive salary and benefits package is provided, along with professional development opportunities, in a collaborative work environment that emphasizes work-life balance.