HORAN Wealth · 3 months ago
Wealth Advisor
Cincinnati, OH
Full-time
Onsite
Mid LevelHORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services. As a Wealth Advisor, you will provide personalized financial planning and investment advisory services to clients, helping them achieve their financial goals through tailored strategies.
Financial Services
Responsibilities
Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service
Serve as the primary point of contact and trusted advisor for clients' financial needs
Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning
Develop personalized financial plans based on clients' goals and objectives
Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals
Monitor and adjust portfolios as needed to optimize performance
Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being
Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions
Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues
Proactively identify and pursue new business opportunities through networking, referrals, and community involvement
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or related field
Previous experience in financial services or wealth management preferred
Strong analytical skills with the ability to interpret complex financial data
Excellent interpersonal and communication skills, with a client-focused mindset
Detail-oriented with the ability to multitask and prioritize tasks effectively
Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro)
Benefits
Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional development and career advancement within the firm.
Collaborative and supportive work environment with a focus on work-life balance.
Company
HORAN Wealth
At HORAN Wealth, your future goals are our top priority. We strive to deliver exceptional service, guiding you every step of the way.
Founded in 1948
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Terence Horan, CLU, ChFC
President & CEO at HORAN Wealth
Connie Grosser
Chief Compliance Officer
Company data provided by crunchbase