Sr. Wealth Advisor

Job Title: Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Managing Partner Position Summary: 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. Core 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 clients’ financial needs. 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 Required: 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). 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. HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more. Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA | SIPC. Investment advisory services offered by HORAN Wealth, LLC, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured | No Bank Guarantee | May Lose Value #J-18808-Ljbffr HORAN Wealth