A highly respected global wealth management firm is expanding its presence across the United States and is seeking an experienced Wealth Management Advisor to join its growing team. This is a unique opportunity to step into an existing book of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships while leveraging a sophisticated platform built for advisor success. The firm is recognized for its comprehensive wealth planning capabilities, collaborative culture, and commitment to helping advisors deepen client relationships and drive long-term growth.
The ideal candidate is a client-focused advisor with a strong financial planning foundation, a consultative approach, and a passion for helping clients achieve their most important financial goals.
What You'll Do Manage and grow relationships with an established portfolio of HNW/UHNW clients Deliver comprehensive financial planning and investment solutions tailored to client objectives Deepen existing client relationships while identifying opportunities for additional engagement and referrals Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending solutions Serve as a trusted advisor through complex financial conversations and life transition events Build and execute a disciplined business development strategy to support continued growth Maintain a high-touch client service model focused on retention, satisfaction, and long-term success What We're Looking For Minimum 4+ years of financial planning and wealth management experience Experience advising HNW/UHNW individuals, families, and business owners FINRA licenses including Series 7 and 63 ; 65 or 66 required or obtainable upon hire Strong expertise in comprehensive financial planning, investment management, retirement planning, and wealth strategies Proven ability to build trust and maintain long-term client relationships Prior sales or business development experience preferred Excellent communication, presentation, and relationship management skills Ability to work collaboratively within a team-oriented wealth management environment CFP designation preferred (or active progress toward certification) Why Join? Opportunity to inherit and grow an existing book of quality HNW client relationships Competitive base salary plus performance-driven incentive compensation Comprehensive health, wellness, and retirement benefits Access to a robust support infrastructure and wealth planning specialists Clear path for career advancement within a growing national platform Entrepreneurial environment backed by the resources of a well-established global organization Strong culture centered on client success, professional development, and long-term advisor growth
Wealth Management Advisor (Base Salary + Bonus) in cincinnati at Unknown Company
This position is listed as full time and onsite.