Wealth Advisor

Job Description

Job Description

Job Title: Wealth Advisor

### Wealth Management | Comprehensive Financial Planning | Client Relationships

**Location:** Cincinnati, OH 45236

**Employment Type:** Full-Time

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## ABOUT THE OPPORTUNITY:

• Our client is a **growing Registered Investment Advisory (RIA) firm** specializing in comprehensive wealth management and financial planning. As the firm continues to expand, they are seeking an entrepreneurial and relationship-focused **Wealth Advisor** to join their team.

• This is an opportunity for a motivated financial professional to build and develop meaningful client relationships while helping individuals and families pursue their **financial and life goals**.

• The Wealth Advisor will have access to an **open-architecture investment platform**, providing the flexibility and resources needed to develop personalized investment and financial planning strategies based on each client's unique circumstances.

• The ideal candidate is **hardworking, entrepreneurial, self-motivated, personable, and driven to succeed**. Just as importantly, this individual should have a strong commitment to integrity and genuinely enjoy helping clients make informed decisions about their financial futures.

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# WHAT YOU'LL DO:

## BUSINESS DEVELOPMENT & CLIENT ACQUISITION:

• Develop new client relationships through a variety of prospecting and business-development strategies.

• Identify prospective clients and cultivate relationships through networking, referrals, professional connections, and other outreach initiatives.

• Conduct client and prospect meetings to understand financial circumstances, objectives, priorities, and long-term goals.

• Develop trusted relationships that lead to long-term client partnerships.

• Take ownership of personal business-development activities and contribute to the firm's continued growth.

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## WEALTH MANAGEMENT & INVESTMENT STRATEGY:

• Develop and implement investment strategies aligned with each client's objectives, risk tolerance, time horizon, and overall financial plan.

• Invest and manage client assets using appropriate investment vehicles and strategies.

• Monitor client portfolios and make adjustments as appropriate based on client needs and changing circumstances.

• Utilize the firm's open-architecture platform to provide flexible investment solutions.

• Explain investment recommendations and strategies in a clear, understandable manner.

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## COMPREHENSIVE FINANCIAL PLANNING:

• Create comprehensive financial and retirement plans designed around each client's individual goals.

• Evaluate clients' financial situations and identify opportunities, risks, and areas requiring attention.

• Help clients develop strategies for retirement, investments, and broader financial objectives.

• Connect investment decisions to the client's overall financial and life goals.

• Regularly review financial plans and make recommendations as client circumstances evolve.

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## CLIENT RELATIONSHIP MANAGEMENT:

• Serve as a trusted advisor and primary point of contact for assigned clients.

• Maintain consistent, proactive communication with clients.

• Explain market activity, investment philosophy, portfolio performance, and relevant financial considerations.

• Keep clients informed during changing market conditions and provide thoughtful guidance.

• Conduct ongoing client reviews and proactively identify opportunities to provide additional value.

• Build long-term relationships based on **trust, transparency, communication, and integrity**.

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# WHAT WE'RE LOOKING FOR:

### Required Qualifications:

* **Bachelor's degree or equivalent experience.**

* **Series 65 or Series 66**.

* **2+ years of sales experience**.

• Strong interpersonal and relationship-building skills.

• Excellent verbal and written communication skills.

• Demonstrated self-motivation and personal accountability.

• Strong ethical standards and a high level of integrity.

• Genuine passion for helping clients achieve their financial and life goals.

### Preferred Qualifications

* **5+ years of investment management experience**.

• Experience in wealth management, financial planning, investment advisory, or a related financial-services environment.

• Demonstrated success developing new client relationships.

• Experience conducting financial planning and investment conversations with individuals and families.

• Established professional network or existing client relationships is a plus.

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# THE IDEAL CANDIDATE

We're looking for someone who is:

**Entrepreneurial**

• Takes ownership of their business development and actively looks for opportunities to grow.

**Client-Focused**

• Genuinely enjoys understanding clients and helping them pursue their financial and life goals.

**Self-Motivated**

• Works independently, stays accountable, and consistently follows through.

**Relationship-Driven**

• Builds lasting relationships based on trust and communication.

**Investment-Minded**

• Understands investment principles and can communicate strategies effectively to clients.

**An Excellent Communicator**

• Can explain complex financial concepts clearly and confidently.

**Ethical & Trustworthy**

• Operates with a strong moral compass and puts integrity at the center of client relationships.

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# WHY JOIN THE TEAM?

• Our client is building a growing RIA environment where motivated professionals have the opportunity to make a meaningful impact.

You'll have access to:

* **Open-architecture investment platform**

• Comprehensive wealth-management resources

• Financial-planning capabilities

• Opportunity to build and expand client relationships

• Entrepreneurial environment

• Supportive team atmosphere

• Opportunity to grow alongside an expanding firm

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# FEATURED BENEFITS:

• Medical Insurance

• Dental Insurance

• Vision Insurance

• 401(k)

• Tuition Assistance

• Paid Maternity Leave

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# MAKE AN IMPACT THROUGH WEALTH MANAGEMENT

• For the right professional, this is more than an investment-management position.

• It's an opportunity to **build relationships, grow a business, and help individuals and families make informed decisions about their financial futures.**

• If you're an experienced financial professional who combines **investment knowledge, business-development ability, interpersonal skills, and a genuine commitment to clients**, we'd like to hear from you.

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.