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Banking and Finance Recruitment Specialist at The Agency
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 in the Cincinnati, Ohio area. 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, but not required.
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.
- Flexible compensation structure, which may include a base salary or a draw for the right candidate.
- Compensation is commensurate with experience and the size of the advisors book of business.
- Health, dental, and vision insurance
Apply Today:
If you're an experienced Wealth Management Advisor looking for a flexible, growth-oriented opportunity in a supportive and professional environment, wed love to hear from you.
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Full-time
Job function
Job function
Business Development, Production, and Consulting-
Industries
Investment Management, Investment Advice, and Financial Services
Referrals increase your chances of interviewing at The Agency by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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