Financial Advisor
The Agency Recruiting
- Cincinnati, Ohio, United States
- Cincinnati, Ohio, United States
About
Wealth Management Advisor
Location:
United States (Remote)
Company Overview:
This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their approach integrates wealth management and insurance solutions to help clients achieve long-term financial security, generational planning, and peace of mind.
Position Summary:
They are seeking a highly motivated and experienced Wealth Management Advisor to join their team remotely throughout the United States. The ideal candidate will be responsible for both developing new client relationships and maintaining a high level of service with existing clients. A portable book of business is strongly preferred.
Key Responsibilities
Proactively source and acquire new client relationships through networking, referrals, and strategic business development.
Provide holistic financial planning services, including investment management, retirement planning, insurance analysis, and estate planning.
Manage and grow your own book of business while delivering exceptional client service and support.
Develop customized financial plans tailored to the specific needs and goals of each client.
Collaborate with internal team members and external partners to implement comprehensive financial strategies.
Qualifications
Minimum of 5 years of experience in financial advising or wealth management.
A book of business is highly preferred.
Proven track record of successful business development and client retention.
Required Licenses: Series SIE, Series 7 or 6, and Series 63.
Preferred Credentials: CFP designation, Life & Health License, and Long-Term Care License.
Compensation & Benefits
Flexible compensation structure, which may include a base salary or a draw.
Compensation is commensurate with experience and the size of the advisor’s book of business.
Comprehensive benefits package including:
Health, dental, and vision insurance
401(k) retirement plan
Ongoing professional development support
Work Environment
Remote work environment.
Collaborative, team-oriented culture focused on long-term success for both clients and advisors.
Apply Today If you're an experienced Wealth Management Advisor looking for a flexible, growth-oriented opportunity in a supportive and professional environment, we’d love to hear from you.
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Languages
- English
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