Wealth Advisor

3 weeks ago

Cincinnati, United States Horter Investment Management Full time

Wealth Advisor


We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process.

 

As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan. Client sourcing opportunities are available through company sponsored seminars, workshops, and mailings.


Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located across the United States. Horter Investment Management operates within the Horter family of companies, which include Investment Management, Tax, Insurance, and Medicare offerings. The home office staff is comprised of marketing, client support, sales support, technology, operations, and compliance specialists with a depth of experience in the industry and with Horter Investment Management. Our core values focus on enhancing the experience for our employees, clients, and advisors. We are committed to finding outstanding candidates and creating rewarding opportunities for them where we can partner in our journey of providing world-class financial service solutions to our clients. We recognize how important the individual advisor is in establishing and deepening client relationships and it’s our number 1 goal to support you in that endeavor.

 

With both 1099 and W2 arrangements available, we have the flexibility to design compensation and benefits to fit the needs of the advisor. In addition, we help our advisors with their long-term succession strategies so they can maximize financial security and the ongoing management of the clients they advise.

 

The Horter family of companies offers comprehensive solutions to both consumers and businesses of all shapes and sizes. All of these services are the result of a thoughtful financial plan that is created and customized for each client with the objective being to assist in helping with goals related to growing and preserving wealth. In doing so we recommend and implement investment, insurance, estate, and tax planning strategies that are appropriate in order for the client to meet their financial objectives. 

 

We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process.

 

As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan.   

 

Qualifications:

 

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

 

·      Requires a Bachelor’s degree in Finance or related field

·      Requires 65 or 7/66, life and health insurance licenses 

·      A CFP® certification is highly preferred

·      Strong understanding of the investment management business

·      5+ years experience as a Financial Advisor

·      Exceptional presentation and interpersonal skills

·      Proven track record of utilizing financial planning to build and manage client relationships

 

 

 

 

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