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Managing Director/Wealth Advisor
1 week ago
Horter Investment Management, LLC. Cincinnati, United StatesWealth Advisor - Managing Director · Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located across the United States. Horter Investment Management operates within the Horter family of companies, which inc ...
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Managing Director/Wealth Advisor
1 week ago
Horter Investment Management, LLC. Cincinnati, United StatesWealth Advisor - Managing Director · Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located across the United States. Horter Investment Management operates within the Horter family of companies, which inc ...
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Wealth Advisor II
1 week ago
First Financial Bancorp Cincinnati, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Wealth Advisor will serve as the primary point o ...
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Wealth Advisor, Portfolio Manager
1 week ago
Bartlett Wealth Management Cincinnati, United StatesBartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our v ...
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Wealth Advisor, Portfolio Manager
1 day ago
Bartlett Wealth Management Cincinnati, United StatesBartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. · At Bartlett, we live by ou ...
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Wealth Management Advisor II
2 weeks ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Private ...
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Wealth Advisor
1 week ago
Insight Global Hamilton, United StatesThe Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining existing Wealth relationships and developing new client relationships: they will have Tier 1 & Tier 2 relationships that will be transitioned to ...
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Wealth Advisor II
1 week ago
First Financial Bancorp Hamilton, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Wealth Advisor will serve as the primary point o ...
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Wealth Financial Advisor
4 days ago
Civista Bank Lawrenceburg, IN, United StatesCivista Bank · Description: · Position Purpose: · A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications ...
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Wealth Financial Advisor
1 week ago
Civista Bank Lawrenceburg, IN, United StatesCivista Bank · Description: · Position Purpose: · A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications ...
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Wealth Financial Advisor
1 week ago
Civista Bank Lawrenceburg, IN, United States Full timeCivista Bank · Description: Position Purpose: · A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications an ...
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Wealth Financial Advisor
1 week ago
Civista Bank Lawrenceburg, IN, United States Full timeCivista Bank · Description: Position Purpose: · A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan applications an ...
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Wealth Management Advisor II
1 week ago
Fifth Third Union, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Financial Planning Analyst
1 week ago
Morgan Stanley Cincinnati, United States Full timePOSITION SUMMARY · The Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm's clients. In this role, the Financial Planning Analyst will u ...
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Financial Planning Analyst
1 week ago
M S CO Cincinnati, United States: · POSITION SUMMARY · The Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm's clients. In this role, the Financial Planning Analyst wil ...
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Financial Planning Analyst
4 hours ago
Morgan Stanley Cincinnati, United StatesJob Description · Job Number: · Job Number: · 3247616 · Posting Date · Posting Date · : · Apr 23, 2024 · Primary Location · Primary Location · : · Americas-United States of America-Ohio-Cincinnati · Education Level · : · Refer to Position Description · Job · Job · : ...
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Portfolio Management Associate
1 week ago
Constellation Wealth Advisors Cincinnati, United StatesWe are currently seeking a detail-oriented and proactive Portfolio Manager Associate to join our team. This role's primary function will be to monitor client portfolios and determine what to trade when necessary. As a member of the Portfolio Operations Team, the Portfolio Manager ...
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Operations Support Associate
5 days ago
Commonwealth Financial Cincinnati, United StatesWhether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexi Operations, Support, Associate ...
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Wealth Advisory Regional Manager
6 days ago
Cypress HCM Cincinnati, United StatesLocation · Cincinnati, OH Downtown – On-site) · Description · We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Advisors and Wealth Associates within a ...
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Merrill Market Client Relationship Manager
2 weeks ago
Bank of America Cincinnati, United StatesJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
Managing Director/Wealth Advisor - Cincinnati, United States - Horter Investment Management, LLC
Description
Wealth Advisor - Managing Director
Horter Investment Management is a financial services company, family owned and operated in Cincinnati, Ohio with advisors located across the United States. Horter Investment Management operates within the Horter family of companies, which include Investment Management, Tax, Insurance, and Medicare offerings. The home office staff is comprised of marketing, client support, sales support, technology, operations, and compliance specialists with a depth of experience in the industry and with Horter Investment Management. Our core values focus on enhancing the experience for our employees, clients, and advisors. We are committed to finding outstanding candidates and creating rewarding opportunities for them where we can partner in our journey of providing world-class financial service solutions to our clients. We recognize how important the individual advisor is in establishing and deepening client relationships and it's our number 1 goal to support you in that endeavor.
With both 1099 and W2 arrangements available, we have the flexibility to design compensation and benefits to fit the needs of the advisor. In addition, we help our advisors with their long-term succession strategies so they can maximize financial security and the ongoing management of the clients they advise.
The Horter family of companies offers comprehensive solutions to both consumers and businesses of all shapes and sizes. All of these services are the result of a thoughtful financial plan that is created and customized for each client with the objective being to assist in helping with goals related to growing and preserving wealth. In doing so we recommend and implement investment, insurance, estate, and tax planning strategies that are appropriate in order for the client to meet their financial objectives.
We are seeking Wealth Advisors for our home office location and remote opportunities across the United States. Our advisors are supported by dedicated in-house service professionals that will assist in the delivery of client service and sales support in addition to the ongoing operations and compliance requirements of our industry. We aim to provide you all the support and resources you need so you can focus on what you do best, working with clients to help them achieve their dreams and grow your book in the process.
As a Horter Financial Advisor your primary responsibilities will include client acquisition and the identification and delivery of investment management and insurance solutions by way of discovery and a custom financial plan.
Qualifications:
To excel in this role, candidates should meet the following criteria:
· Requires a Bachelor's degree in Finance or related field
· Requires 65 or 7/66, life and health insurance licenses
· A CFP certification is highly preferred
· Strong understanding of the investment management business
· 5+ years experience as a Financial Advisor
· Exceptional presentation and interpersonal skills
· Proven track record of utilizing financial planning to build and manage client relationships