Job Title:  Wealth Advisor

Location:

Cincinnati, OH

Salary:

Base plus Commission

Description:

Our client is a boutique wealth advisory firm in North Cincinnati seeking to add an experienced wealth advisor to their current team.  The firm is committed to providing sound fee based wealth management services to maximize the long term financial security of their clients.  The firm is known for delivering consistent financial planning and investment results with impeccable business and personal ethics, respect, teamwork, innovation and service excellence.

The wealth advisor will be responsible for:

• Managing existing client relationships.
• Developing new prospects and client relationships.
• Developing comprehensive financial plans for clients from start to finish.  (Individual as well as small business clients.)
• Develop and implement detailed financial plans for clients.  (Investment policy statement, quarterly performance reporting, monthly account statements, asset allocation modeling, manager and security selection and monitoring and risk management.

Qualifications:

• CFP, or CFA
• Series 7, 65
• Proven track record in a fee based wealth advisory environment.
• Evidence based experience managing investment portfolios with moderate to high level of complexity.
• Experience actively managing money according to client’s well defined investment strategy.
• Unwavering commitment to the fiduciary responsibility to all clients.  Passionate about placing interests of the clients first and foremost.  Determination to focus on  long term strategies designed to enhance the overall wealth position of clients.
• Strong entrepreneurial spirit.  Must be comfortable working closely with a small team to grow a business from the ground up.

Our client has been very successful, a large part due to their commitment to operational excellence.  They have leading technology, processes and client servicing capabilities.  Our client has a very flexible platform to meet the needs of diverse clientele.

Successful candidates will have the opportunity to participate in the growth of the firm.  If you are currently in a wirehouse or financial institution where the pressure to sell and generate revenue on a month to month basis is the top priority then this opportunity could offer a welcome change for you.  The ability to do the “right things” for customers and their families is what value added wealth management advisory services is all about.  Explore this opportunity with our client and get back to the satisfaction of providing top notch financial advisory services again.

For consideration, please email your resume and cover letter to mbstewart@angusgroup.com as a Word attachment. The cover letter should include the following:

• Ideal position(s)
• Desired salary
• Any relocation preferences you might have

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