A rapidly growing fee-based Registered Investment Advisory firm that serves a national clientele, seeks an experienced financial planning professional. We are seeking an individual with a minimum of five years experience, to work in our Cincinnati, Ohio office, helping clients with their financial planning and investment needs.

The candidate must have the ability to work comfortably with high net worth, high income, well-educated clients with knowledge and professionalism, the ability to listen to both the said and unsaid from the client to develop a solid understanding of their goals and objectives, possess technical expertise in asset allocation, retirement planning, estate planning, investing, taxes, educational planning, and life, disability insurance planning necessary to analyze a client’s financial situation, and be technically savvy and be able to think analytically. You will also need to have the ability to effectively work both independently with little guidance and as a team member with the same efficiency, a strong work ethic with a professional attitude but also be flexible enough to meet the timely and irregular demands of clients. A CFP®, and / or CPA, CFA, or MBA is preferred. 

If you are motivated to succeed, learn, and grow professionally, as well as be part of a great entrepreneurial company, please submit a resume and perhaps a short note about what is not on your resume. Please submit to: jason@joinojm.com