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Lead Advisor - Financial Planner

Posted By:
Alisa Fedders
Posting ID:
Cincinnati, Ohio
 financial   planner   advisor   cfp 
Category:Accounting / Finance
Listing Type:Job
Employment:Full Time

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Career Opportunity – Lead Advisor - Financial Planner – Cincinnati, OH

Do you thrive in the world of Investments and Financial Planning? Looking for the satisfaction of allowing your clients to secure their future? Ready to be a leader in your firm and share your experience with others?

Wealth Planning Corporation prides itself on the trust we continue to earn from our clients. We’re growing and are looking for a Lead Advisor – Financial Planner to serve our team and our clients as a steward of that trust. We strive to build meaningful long term relationships and empower our clients to make sound lifetime financial decisions. The Lead Advisor – Financial Planner will provide a high level of support to the daily and long term strategic activities of the firm, including actively engaging with clients and new business development.

Bring your exceptional integrity, ability to build and establish trust, and your ability to run all stages of the financial planning process, and:

• Minimum of 5-7 years’ experience financial planning and business development
• Bachelor’s Degree from an accredited college or university
• CFP (required)
• Ability to run all stages of Financial Planning process
• Existing Book of transferable business highly desirable.
• Ability to consistently secure new business
• Experience with Tamarac, Junxure or other CRM Software, Morningstar, and Portfolio Center 5, strongly preferred
• Strong Proficiency with Word, Excel, PowerPoint, Outlook
• Self-starter, takes initiative, thinks strategically
• Detail-oriented, accurate, organized, able to set priorities
• Strong written and verbal communication skills
• Team player, collaborative and able to work with and through others
• Desire/ability to work successfully in a small company environment

The goal of Wealth Planning Corporation is quality, custom advice, exceptional service and follow through to every client encounter. We look to earn our clients trust and confidence, Today – Tomorrow – Together. If you are a person of integrity, that is trustworthy and passionate about service to others, please submit your resume and salary requirements to us.

Employer is EOE/M/F/D/V. Please, no phone calls or third party candidates.

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