Private Wealth Servicing & Growth Associate

Independent Financial Partners (IFP) in Cincinnati, Ohio is hiring a Servicing Advisor to support its wealth management practice. This role focuses on managing and servicing existing client relationships, assisting with financial planning workflows, and supporting smaller client households. Ideal candidates should hold a Series 65 or Series 7/66 license, possess strong organizational and interpersonal skills, and aim for a client-facing advisory role within a structured environment.

The position offers a base salary of $75,000 - $85,000 plus bonuses and benefits including health insurance, 401(k), and a path to becoming a Private Wealth Advisor.
#J-18808-Ljbffr