Wealth Advisor (Remote)
On-site · Cincinnati, Ohio, United States
Job Summary
Wealth Advisor role focusing on developing and growing comprehensive high-touch relationships with high-net-worth clients, providing strategic financial guidance across investment products and services, and maintaining ongoing financial plans. Responsibilities include assessing clients’ financial pictures, guiding profitable decisions, cultivating a client base, generating leads for mutual funds, stocks, and bonds, staying current with market and industry trends, overseeing financial plans to ensure profitability, and complying with applicable regulations while liaising with providers and other professionals.
Required Qualifications
- Wealth Advisor, or Financial Advisor experience
- Must have extensive experience working with high-net-worth (HNW) clients
- Must have an established track record of developing new business / new clients, and ideally a portable book of business and assets under management (AUM) that can be brought to a new organization
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