Financial Advisor

Job Description

Allworth Financial, a rapidly expanding investment advisory firm, is seeking a Financial Advisor to join their team in Cincinnati-Blue Ash, Ohio. This role offers the opportunity to provide fiduciary investment management and holistic financial planning advice to clients, without pressure to recommend proprietary products. The position is a hybrid role, requiring a combination of face-to-face client meetings, office work, and remote work.Allworth Financial is looking for someone who will:

• Meet with prospective clients to understand their financial needs and goals.
• Establish advisory relationships with new clients.
• Collaborate with the Financial Planning team to develop client plans.
• Review plans with clients periodically.
• Communicate investment updates to clients.
• Refer clients to tax planning, estate planning, or insurance services.
• Maintain client records in the CRM system.
• Participate in events and educational outreach.

Requirements for this position include:

• CFP® or ChFC® designation.
• Series 7 and 63/65 (or 66) and Life insurance licenses (or willingness to obtain).
• Minimum of three years of client-facing wealth management or financial planning experience.
• BA/BS or master’s degree preferred.
• Strong communication, presentation, listening, and analytical skills.
• Comfort with technology (MoneyGuidePro, Salesforce, Zoom preferred).

Allworth Financial offers:

• Competitive base pay.
• Medical, dental, and vision insurance.
• Healthcare and flexible spending accounts.
• Generous 401K contributions.
• Flexible paid time off.
• Equity Purchase Program.
• Future growth opportunities.