Sims Investment Management, LLC · 2 weeks ago
Investment Advisor Representative - Junior or Senior
Cincinnati, OH
Full-time
Onsite
Entry, Mid, Senior Level
$40K/yr - $50K/yr
2+ years expSims Investment Management, LLC is a privately-owned RIA in Cincinnati managing around $275M for families and business owners. They are seeking an Investment Advisor Representative to inherit existing relationships, build new ones, and deliver holistic financial planning.
AdviceFinancial ServicesInsuranceRetirement
Hiring Manager
Patrick Jones
Responsibilities
Series 65 (active)
2+ years of experience in the industry
Full-time, in-office in Cincinnati (no remote or hybrid)
Previous CRM + financial planning software experience
Growth mindset, coachable, humble
Extreme integrity & confidentiality
Team-first attitude and alignment with our three core values
Clean compliance record and strong work ethic
Portable book of any size (we pay a premium on transitioned assets)
CFP ®, ChFC ®, or similar designation
Existing network of $500k-$2M+ households and centers of influence
Experience with eMoney, Schwab, and/or Advyzon
Proven ability to bring in new assets
Leadership potential (we love developing future leaders)
Qualification
Required
Series 65 (active)
2+ years of experience in the industry
Full-time, in-office in Cincinnati (no remote or hybrid)
Previous CRM + financial planning software experience
Growth mindset, coachable, humble
Extreme integrity & confidentiality
Team-first attitude and alignment with our three core values
Clean compliance record and strong work ethic
Preferred
Portable book of any size (we pay a premium on transitioned assets)
CFP ®, ChFC ®, or similar designation
Existing network of $500k-$2M+ households and centers of influence
Experience with eMoney, Schwab, and/or Advyzon
Proven ability to bring in new assets
Leadership potential (we love developing future leaders)
Benefits
401(k) retirement plan with company matching.
Unlimited PTO and major holidays off.
Real path to partnership/ownership
Company
Sims Investment Management, LLC
Sims Investment Management - We are dedicated to providing investment management and strategic wealth planning to clients looking to grow their assets responsibly.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase