Wealth Advisor
On-siteCincinnati, Ohio, United States
Job Summary
Drive business development by cultivating referral networks, generating new client relationships, and enhancing the firm's community visibility. Manage existing client relationships through ongoing contact and communications, while implementing financial plans that coordinate estate, insurance, and tax strategies. Work closely with the investment team to align client strategies with planning objectives, monitor asset allocations, and execute trade recommendations. Communicate with Client Service Associates and Investment Analysts to perform account actions, money movements, and CRM inputs. Adhere to SEC regulatory policies and policies to maintain compliance. Periodic travel to client meetings or events, occasionally out-of-state.
Required Qualifications
- Minimum 5-7 years' experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities
- A self-motivated, highly driven and entrepreneurial personality
- Proven ability to network with prospective clients and centers of influence
- Possess active listening and critical thinking skills
- Demonstrate a client-first attitude
- Act as a team player, with strong coaching and leadership skills
- Desire to work successfully in an intimate, fast-growing, entrepreneurial organization
- Bachelor's Degree from an accredited college or university
- Series 65, CFP, or CFA required
- Must be able to access and navigate each department at the organization's facilities
Desired Qualifications
- Periodic travel to client meetings or events, occasionally out-of-state
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