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Financial Advisor: Client Practice Transition
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-06-16
Listing for:
WestPoint Financial Group
Full Time
position Listed on 2026-06-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
WestPoint Financial Group in Cincinnati, Ohio is seeking a motivated Financial Advisor to strengthen client relationships and deliver personalized financial advice. The role includes developing investment strategies and ensuring compliance with regulations.
Ideal candidates are required to have a bachelor's degree and FINRA Series 7 & 66 licenses, with 3+ years in the financial advisory field. The firm offers a tailored transition package and professional development opportunities.
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