Financial Advisor Cincinnati Ohio

Location: Cincinnati, OH
Are you looking for an opportunity to work with an RIA firm consistently ranked among the top in the country; alongside competitive, self-motivated professionals with strong analytical and intellectual skills; where ‘good enough’ is never good enough; and the opportunity to develop your potential into a dream career is a reality?
Our Client offers a variety of opportunities for professionals with a strong commitment to our core values:
  • We are passionate about what we do
  • We act only in our clients’ best interests
  • We deliver ‘Raving Fan’ service
If this truly resonates with you, we would love to hear from you.
Job Summary
The Professional Consultant works closely with the Principal to deliver ‘Raving Fan’ service to clients: ensures client goals and objectives are identified; appropriate analysis and recommendations are prepared; works with clients to implement financial action plans; updates and changes plans as necessary; may prospect for new clients; may work with institutional clients.
Duties and Responsibilities
  • Works closely with Principal to learn all aspects of Family CFO business; keeps Principal informed on all team and client issues
  • Works with Principal to facilitate appropriate service for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate and philanthropic strategies
  • Participates in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation, and review meetings
  • Summarizes client goals and objectives; determines the implementation steps and action items
  • Delegates appropriate action items to Client Service Manager and/or Client Service Assistant
  • Prepares and/or reviews financial action plans; identifies and incorporates value-added analysis such as retirement sufficiency, education funding, estate planning; identifies and incorporates planning opportunities and investment solutions such as rebalancing, cash needs, and Roth conversions
  • Drafts client review summary letter
  • Coaches clients in developing and maintaining investment policy asset allocation strategies
  • Communicates with clients through meetings, email, and phone discussions
  • Completes continuing education requirements to maintain licenses
  • Mentors and trains Client Service Managers and Client Service Assistants
  • Writes blog for firm website on rotational basis
  • Commits to unending education to remain an authority in Family CFO matters
  • Builds deep, lasting relationships with client families
  • Establishes and maintains an exemplary reputation in the firm and the community
  • Fosters an environment of open, honest, and timely communication
  • Ensures the mission statement, vision, and core values of  the firm are incorporated into the duties and responsibilities of the position
Qualifications
  • B.S. Business, Finance, or Accounting; MBA preferred, series 7 required 
  • One or more professional designations; CERTIFIED FINANCIAL PLANNER ™ or CHARTERED FINANCIAL ANALYST® or Certified Public Accountant or J.D. taxation or estate planning preferred
  • State requirements for Investment Advisor Representative
  • Six or more years experience in a financial related position
  • Passion for Family CFO concept and RIA model
  • Strong analytical skills
  • Proficient in Microsoft Office applications
  • Ability to interact well with clients and all employees
  • Commitment to ‘Raving Fan’ service
  • Professional attitude, demeanor, and appearance
Apply online in confidence to http://www.lifetimerecruiting.com or email us at  lifetimers@fuse.net 
 
Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926

 
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