Experienced Financial Advisor

Employer
TSN Wealth Management
Location
Cincinnati, Ohio
Salary
$80k - $110k
Closing date
Mar 10, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

Job Description

  • Sales & Marketing element - build on client base, identifying and pursuing potential clients to maintain a strong client base.
  • Assume existing book of business available
  • Very effective lead generation and process provided
  • Utilize effective sales, presentation and customer service skills
  • Understand clients' specific financial goals and objectives
  • Educate clients on our recommended steps to reach those established goals by building a personalized financial plan
  • Prepare financial plan, including retirement projections and investment allocation summaries
  • Inform clients of the potential risks and opportunities related to their goals
  • Monitor clients' finances and accounts in an ongoing manner, and make recommendations and changes, as necessary
  • Execute trades, monitor investments and optimize individual accounts
  • Advanced ability to analyze and explain market data
  • Maintain compliance and in-depth understanding with employer, federal (SEC) and industry rules and regulations
  • Perform market research to stay current with financial trends, forecasts and economic projections
  • Availabiity to clients scheduling meetings and meeting their needs
  • Career progression will include a path to partnership with an option for an equity stake in the firm made available to those demonstrating excellent leadership, business building and client retention abilities
  • Maintain continuing education requirements for current licensing (i.e. CFP, Series 65, etc)

Qualifications and Skills - Ideal candidate must demonstrate. . .

  • Excellent customer service skills and attention to detail
  • Solid communication and sales abilities
  • Analytical ability including proficiency in software/programs (i.e. Excel, CRMs, etc)
  • Ability to work independently
  • Knowledge of financial markets
  • Integrity, dependability & teamwork required
  • CFP preferred (or sitting for CFP) or Series 65 license

Company

At TSN Wealth, we are an independent, fee-only, wealth management firm, committed to you and your financial planning journey.  As fiduciary advisors, we put your interests ahead of our own and build a personalized financial plan for YOU!  This allows us to give you personalized guidance, tailored to you.  Learn more at  tsnwealth.com

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