Senior Financial Consultant

4 days ago


Cincinnati, Ohio, United States Jobot Full time

About Us

Our company, Jobot, is a leading provider of comprehensive financial planning and investment management services to individuals, families, and businesses. We are committed to helping our clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and needs.

Our Services

We offer a wide range of services, including:

  • Retirement Planning: We help our clients create a customized retirement plan that meets their financial goals and objectives.
  • Estate Planning: We assist our clients in creating a comprehensive estate plan that includes wills, trusts, and other essential documents.
  • Tax Planning: We provide our clients with expert tax planning advice to minimize their tax liability and maximize their after-tax income.
  • Risk Management: We help our clients identify and mitigate potential risks that could impact their financial well-being.
  • Investment Management: We provide our clients with customized investment strategies that align with their financial goals and risk tolerance.

Job Summary

We are seeking a highly experienced and motivated Senior Financial Advisor to join our team. The ideal candidate will have a proven track record of leading client relationships and bringing a book of business or network that can be leveraged.

Key Responsibilities

  • Lead and Manage Client Relationships: The Senior Financial Advisor will be responsible for leading and managing client relationships, providing comprehensive financial planning and investment management services.
  • Develop and Implement Customized Financial Plans: The Senior Financial Advisor will develop and implement customized financial plans and investment strategies based on clients' unique needs and circumstances.
  • Utilize Existing Book of Business or Network: The Senior Financial Advisor will utilize their existing book of business or network to bring new clients to the firm.
  • Conduct Regular Portfolio Reviews: The Senior Financial Advisor will conduct regular portfolio reviews and make adjustments as needed to ensure clients' financial goals are being met.
  • Stay Current with Market Trends: The Senior Financial Advisor will stay current with market trends, investment products, and regulatory changes to provide clients with informed advice.

Qualifications

  • Bachelor's Degree in Finance, Economics, Business, or a Related Field: The Senior Financial Advisor must have a bachelor's degree in finance, economics, business, or a related field.
  • Certified Financial Planner (CFP) Designation: A CFP designation is preferred but not required.
  • Minimum of 7-10 Years of Experience: The Senior Financial Advisor must have a minimum of 7-10 years of experience in financial planning and investment management.
  • Proven Ability to Manage and Grow Client Relationships: The Senior Financial Advisor must have a proven ability to manage and grow client relationships.
  • Strong Understanding of Financial Markets: The Senior Financial Advisor must have a strong understanding of financial markets, investment strategies, and financial planning principles.
  • Excellent Communication and Interpersonal Skills: The Senior Financial Advisor must have excellent communication and interpersonal skills.
  • Ability to Work Independently and as Part of a Team: The Senior Financial Advisor must be able to work independently and as part of a team.
  • High Ethical Standards and Professional Integrity: The Senior Financial Advisor must have high ethical standards and professional integrity.


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