HORAN Wealth
Overview
Job Title:
Senior Wealth Advisor
• Full-Time Department:
HORAN Wealth
• FLSA Status:
Exempt
• Position Reports To:
Managing Partner HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Responsibilities
Business Development: Proactively identify and pursue new business opportunities through networking, referrals, and community involvement. Client Relationship Management: Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service. Serve as the primary point of contact and trusted advisor for client’s financial needs. Financial Planning: Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning. Develop personalized financial plans based on client’s goals and objectives. Investment Management: Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to optimize performance. Insurance and Risk Management: Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being. Client Education: Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions. Compliance and Ethics: Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues. Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, or related field. Previous experience in financial services or wealth management preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with a client-focused mindset. Detail-oriented with the ability to multitask and prioritize tasks effectively. Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro). Benefits
Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance. About HORAN Wealth
HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC. Investment advisory services offered by HORAN Capital Advisors and HORAN Wealth Management, both SEC Registered Investment Advisors. Securities offered through HORAN Securities Inc., member FINRA | SIPC. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
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Job Title:
Senior Wealth Advisor
• Full-Time Department:
HORAN Wealth
• FLSA Status:
Exempt
• Position Reports To:
Managing Partner HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Responsibilities
Business Development: Proactively identify and pursue new business opportunities through networking, referrals, and community involvement. Client Relationship Management: Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service. Serve as the primary point of contact and trusted advisor for client’s financial needs. Financial Planning: Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning. Develop personalized financial plans based on client’s goals and objectives. Investment Management: Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals. Monitor and adjust portfolios as needed to optimize performance. Insurance and Risk Management: Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being. Client Education: Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions. Compliance and Ethics: Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues. Qualifications
Bachelor’s degree in Finance, Economics, Business Administration, or related field. Previous experience in financial services or wealth management preferred. Strong analytical skills with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with a client-focused mindset. Detail-oriented with the ability to multitask and prioritize tasks effectively. Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro). Benefits
Competitive salary commensurate with experience. Comprehensive benefits package, including health insurance, retirement plans, and paid time off. Opportunities for professional development and career advancement within the firm. Collaborative and supportive work environment with a focus on work-life balance. About HORAN Wealth
HORAN Wealth is the marketing name of HORAN Securities, Inc. and HORAN Capital Advisors, LLC. Investment advisory services offered by HORAN Capital Advisors and HORAN Wealth Management, both SEC Registered Investment Advisors. Securities offered through HORAN Securities Inc., member FINRA | SIPC. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales
#J-18808-Ljbffr