Wealth Manager Financial Advisor --

Description:
Centennial, Inc. has been retained by a premier Financial Investment firm to recruit an experienced and successful Wealth Management Professional and Financial Advisor.
If you are already successful in the investment / financial planning profession, but your organization is going through change, you may find yourself thinking about a potential change. Are you being asked to market services that you believe no longer fit your clients’ personal and professional goals? Are you currently not receiving the level of support, (technology, marketing, branding, office administration), you need to best support your clients the way you prefer? If any of the above fits, let’s have a confidential discussion regarding this opportunity.


Responsibilities:
Successful candidates will have the following experience:

• Meeting with clients to assess their financial needs
  
• Developing customized financial plans to address each client's personal and professional goals
  
• Maintaining strong relationships with clients, helping them to track their progress towards reaching financial security
  
• Providing ongoing consultation and support
  
• Building and growing relationships with clients that may exist for years, possibly even decades

Location: Greater Cincinnati, OH Region
Type: Successful Financial Planner/Advisor

Contact Information:
Name: Mike Sipple Sr.
Email: mike@centennialinc.com
Phone: 513-366-3762