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Cincinnati, Ohio, United States Cypress HCM Full time{"h1": "Job Description", "p": "As a Wealth Advisor IV at Cypress HCM, you will be responsible for providing exceptional service to clients, building strong relationships, and growing client portfolios. Your expertise in investment solutions, risk management, and asset allocation will be essential in crafting tailored financial strategies for clients. You...
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Professional Wealth Advisor
2 months ago
Are you ready to enhance your career in financial consulting and explore new avenues? We are looking for licensed professionals to join a distinguished national financial organization that provides extensive solutions and support for business expansion. Benefit from consultative compliance assistance, tailored transition incentives, and expert succession strategies. With a customized service approach and attractive benefits, this is your chance to progress in your financial advisory career.
Key Qualifications:
- Bachelor's Degree
- FINRA licenses: 6, 63, 7, 65, or 66
- State insurance license - Life, Accident, and Health
- Exceptional analytical, problem-solving, and communication abilities
- Personalized compensation package with 401(k) matching
- Comprehensive dental, health, and vision insurance
- Employee assistance programs and flexible spending accounts
- Opportunities for professional growth and retirement planning
Talent Elevation Partners specializes in linking top-tier financial advisors with leading firms across the nation. *All discussions are conducted with confidentiality.