Financial Solutions Advisor: Client Planning & Investments
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Jobtailor in Cincinnati is seeking a client-focused financial professional to build bespoke financial plans and review investment goals with clients. You will triage leads, meet with clients, and recommend brokerage products while expanding your licenses through ongoing trainings.
Strong relationship skills and effective communication are essential for success in this role. Must hold Series 7 and 66 (63/65 in lieu) and have at least one year in investments and sales.
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