Wealth Advisor IV
Location: Cincinnati, OH (Downtown onsite)
Pay: $125K - $165K base + Commission & Bonus (Compensation can vary depending on experience)
Benefits: Health, Dental, Vision, 401K, PTO, Sick Days, Holidays
Responsibilities
- Serve as the main point of contact for clients, ensuring excellent service and maintaining strong relationships with clients with a $1M+ Net Worth.
- Collaborate with cross-functional teams, key influencers, and your network to generate leads and grow client portfolios.
- Collect detailed financial and personal information to craft tailored financial strategies aligned with client objectives and risk tolerance.
- Customize and implement FFB's asset allocation strategies based on clients’ specific needs.
- Work with the FFB Investment Committee to meet the unique requirements of client portfolios.
- Conduct annual reviews to update clients on their portfolio performance and adjust financial plans as needed.
- Leverage financial planning to enhance client loyalty and attract new clients.
- Advocate for your clients in discussions with the FFB Investment Committee, offering expert strategic advice.
- Ensure compliance by completing regulatory reviews for all assigned accounts.
Requirements
- 6+ years of experience in investment and/or portfolio management, with a focus on complex investment needs and financial planning.
- Proven track record in managing client relationships.
- Strong expertise in investment solutions, risk management, asset allocation, and program development.
- Experience with financial planning software.
Preferred Qualifications:
- A background in business development is highly desirable.
- Excellent communication and presentation skills, with the ability to clearly explain investment and financial planning options.
- Banking or financial services experience is preferred.
- Bachelor’s degree in Business or a related field.
- CFA/CFP certification is strongly recommended.
- Dedication to continuous professional growth and staying informed on industry standards and regulations.