Senior Investment Advisor

1 week ago


Cincinnati, Ohio, United States Jobot Full time
Exciting Career Opportunity for a Senior Financial Consultant

Join a reputable firm that specializes in comprehensive financial advisory and investment strategies as a Senior Financial Consultant. This role is ideal for professionals with a solid foundation in client engagement and a dedication to guiding clients towards their financial aspirations.

What We Offer:
  • Attractive compensation package ranging from $150,000 to $220,000
  • Comprehensive medical, dental, and vision insurance
  • Flexible work-from-home options
  • Competitive 401k matching and profit-sharing plans
  • Coverage for travel expenses related to company functions
Key Responsibilities:
  • Cultivate and manage client relationships while delivering tailored financial advisory services
  • Create individualized financial strategies based on client objectives
  • Leverage your professional network to attract new clientele
  • Keep abreast of market developments and compliance regulations
  • Collaborate with colleagues on wealth management initiatives
  • Ensure adherence to company policies and industry regulations
Qualifications:
  • Bachelor’s degree in Finance, Economics, or a related discipline
  • Certified Financial Planner (CFP) designation is advantageous
  • 7-10 years of experience in financial advisory roles
  • Excellent communication and interpersonal abilities
  • High ethical standards and professional integrity
  • Proven success in managing client relationships
If you are seeking to advance your career in financial consulting, this opportunity may be the right match for you.

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