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Senior Financial Advisor

2 months ago

Cincinnati, United States Jobot Full time
Job DescriptionJob DescriptionFlexible Remote Work Schedule, Incentivized Bonuses, Profit Sharing, and more

This Jobot Job is hosted by: Kevin Shilney
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $150,000 - $220,000 per year

A bit about us:



This firm offers 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 team of experienced professionals provides a wide range of services, including retirement planning, estate planning, tax planning, risk management, and investment management. We are dedicated to building long-term relationships with our clients and providing them with the guidance and support they need to navigate the complex world of finance.

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. This individual will be expected to manage and grow a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.

Why join us?


  • Firm covers 90-95% of Medical Dental Vision
  • Flexible schedule
  • Remote work
  • Guaranteed base salary + incentive bonuses
  • 401k match up to 3%
  • Profit sharing options
  • Travel expenses covered for any company outings or meetings


Job Details



Key Responsibilities:

  • Lead and manage client relationships, providing comprehensive financial planning and investment management services.
  • Develop and implement customized financial plans and investment strategies based on clients' unique needs and circumstances.
  • Utilize your existing book of business or network to bring new clients to the firm.
  • Conduct regular portfolio reviews and make adjustments as needed to ensure clients' financial goals are being met.
  • Stay current with market trends, investment products, and regulatory changes to provide clients with informed advice.
  • Collaborate with other team members to deliver a holistic approach to financial planning and wealth management.
  • Participate in networking and business development activities to grow the firm's client base.
  • Maintain a high level of compliance with all regulatory and firm policies and procedures.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Certified Financial Planner (CFP) designation preferred.
  • Minimum of 7-10 years of experience in financial planning and investment management.
  • Proven ability to manage and grow client relationships.
  • Strong understanding of financial markets, investment strategies, and financial planning principles.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High ethical standards and professional integrity.
  • Existing book of business or network that can be leveraged.


Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.