Senior Financial Advisor

Odyssey Financial Advisors empowers families and businesses to achieve clarity in their financial goals and fosters confidence through expert financial guidance and education. Committed to forging lasting relationships, our team supports clients in creating impactful legacies and embracing life’s adventures. Our mission is to guide multiple generations toward financial security and community contribution while instilling purpose and brilliance in their pursuits.

Join us in Fort Mitchell, KY, as we inspire positive and meaningful financial outcomes.

This is a full-time, on-site role located in Fort Mitchell, KY for a Senior Financial Advisor. The Senior Financial Advisor will work directly with clients to provide comprehensive financial planning, develop personalized investment strategies, and offer expert advice on retirement planning. Responsibilities include performing financial analysis, identifying opportunities for growth, managing client portfolios, and ensuring alignment with financial goals. The role also involves building and maintaining strong relationships with clients while staying updated on current financial trends and regulations.

As a longstanding leader in financial planning and advice, we provide an experience that no other company can: helping clients achieve their financial goals and living the brilliant lives they imagined for themselves. We've earned top credentials because of the experience we deliver. This client experience is the best way to engage and keep clients highly satisfied for the long term.

As a Financial Advisor, you will actively promote this premium experience and ensure delivery of client commitments with a robust service model that drives consistent results.

We are seeking an experienced Financial Advisor to be part of a team of advisors focused on team goals. Combine personal and communication skills with all the resources provided for helping clients realize their financial goals. You will be responsible for attracting/initiating/deepening relationships with existing clients and their families by focusing on the clients’ family tree and their natural market, selling products and services, and gathering outside assets for current clients and prospects.

You will assist in creating value and delivering a unique client experience that defines and differentiates our practice through the financial planning process. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

You will provide advice and client relationship support by interacting directly with clients, acting as a liaison to answer client questions, gathering/analyzing client data, qualifying, identifying and presenting financial planning and insurance opportunities and solutions, preparing preliminary case work, incorporating tax strategies, preparing reports or visual aids to be used in client meetings, responding to ad hoc requests and coordinating/tracking projects, as needed.

There is opportunity to grow in responsibilities as skillsets are mastered and/or as the practice grows.

Responsibilities can change over time to meet the needs of the practice and can include other duties as assigned by the advisors.

• Conduct client meetings to present financial plans, recommendations and/or deliver advice in office, virtually or over the phone to ensure the service model is delivered to provide value to clients
• Identify strategies within current plans, including insurance opportunities and tax strategies
• Review upcoming meetings to perform case analysis and research, provide recommendations, act as technical resource
• Utilize financial planning tools to create planning deliverables, as needed
• Meet with lead advisors to discuss ideas/opportunities/strategies to increase the value we deliver
• Complete actionable follow up items from meetings
• Write presentable notes and/or summary letters/emails to clients of administrative or planning as needed
• Identify clients to engage or re-engage in planning relationships; convert…