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
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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
Company info
- Website
- http://www.tsnwealth.com/
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