Financial Advisor

Job overview

The Financial Advisor role is onsite in Cincinnati, OH. Compensation is $125,000–$500,000 per year. The role joins The Misch Group’s financial services team to provide planning and investment management to clients. The advisor develops personalized financial plans, provides ongoing guidance, and builds long-term client relationships while growing a book of business. Financial analysis, market research, regulatory compliance, and business development support client goals and firm growth.

What you'll do

• Develop and implement financial plans addressing investment, retirement, estate, and insurance needs
• provide ongoing advice and adjust strategies as client goals evolve
• build and maintain client relationships
• acquire and manage a book of business
• conduct financial analyses and market research
• comply with regulatory and ethical requirements
• participate in networking and client acquisition
• stay current on industry trends, regulations, and products.

What we're looking for

Skills & competencies

financial advisor

financial planning

investment management

retirement planning

insurance

client relationships

business development

cincinnati oh

the misch group

$125k–$500k/year

series 65 or 66

health and life insurance licenses

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, life, dental and vision insurance, 401(k) with match, short- and long-term disability, supplemental benefits, and paid time off.

Why this role

Requires an active Series 65 or 66 license, active Health and Life Insurance licenses, and an established book of business. Benefits include health, life, dental and vision insurance, 401(k) with match, short- and long-term disability, supplemental benefits, and paid time off.

About the employer

The Misch Group is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.