Unknown Company

Senior Wealth Advisor | Remote & High-Impact Planning

cincinnati, oh • Posted 1 weeks ago
Remote Full Time Finance

Jobot is seeking a senior wealth advisor in Cincinnati, OH, with a flexible remote schedule and incentive bonuses. You will cultivate client relationships and lead meetings through the wealth planning process.

The role requires 10+ years in financial planning and credentials such as Series 65, CFP, or CFA. You will mentor associates and collaborate with a team to deliver comprehensive investment advice for high-net-worth clients.

#J-18808-Ljbffr
Back to Job Search