What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at Omega Wealth Private Capital, LLC?
High-Performance Financial Advisor Opportunity
Omega Wealth Private Capital is seeking high-performing, competitive Financial Advisors for its expanding Cincinnati office. This role is designed for closers who excel at converting pre-scheduled, pre-qualified client meetings into business.
Key Features:
Responsibilities:
Conduct consultations to assess financial goals, risk tolerance, and retirement planning needs.
Develop and present customized financial plans aligned with each client's objectives.
Closed business consistently by following the firm's structured financial planning and sales process.
Educate clients on investment strategies, retirement income planning, tax efficiency, and asset protection.
Maintain detailed client records, financial plans, and follow-up actions in CRM and portfolio management systems.
Work closely with operations, compliance, and client service teams to ensure smooth onboarding and management.
Stay informed on market trends, financial products, and industry best practices.
Requirements:
Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
~3 years of experience as a Financial Advisor, Wealth Manager, or similar client-facing sales role.
~Expertise in retirement income planning, annuity strategies, and investment management.
Familiarity with fixed-indexed annuities, structured investments, and fee-based advisory platforms.
Ability to clearly communicate financial concepts in an engaging and persuasive manner.
Proficiency in financial planning software, CRM systems, and portfolio management tools.
Working Conditions:
Comfortable in a fast-paced, performance-driven environment with a steady flow of client meetings.
Must work full-time, in-office at the firm's Cincinnati, Ohio location.
Compensation:
Competitive commission structure, typically 20-25% of revenue generated. Ranges from $6,000 to $10,000 per month based on experience and performance.
1099 Independent Consultant Status: Allows for greater tax flexibility and earnings potential.
Omega Wealth Private Capital is seeking high-performing, competitive Financial Advisors for its expanding Cincinnati office. This role is designed for closers who excel at converting pre-scheduled, pre-qualified client meetings into business.
Key Features:
- High-Performance Culture – Competitive environment with structured advancement opportunities.
- Aggressive Growth Plan – Be part of an expanding firm focused on retirement planning.
Responsibilities:
Conduct consultations to assess financial goals, risk tolerance, and retirement planning needs.
Develop and present customized financial plans aligned with each client's objectives.
Closed business consistently by following the firm's structured financial planning and sales process.
Educate clients on investment strategies, retirement income planning, tax efficiency, and asset protection.
Maintain detailed client records, financial plans, and follow-up actions in CRM and portfolio management systems.
Work closely with operations, compliance, and client service teams to ensure smooth onboarding and management.
Stay informed on market trends, financial products, and industry best practices.
Requirements:
Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
~3 years of experience as a Financial Advisor, Wealth Manager, or similar client-facing sales role.
~Expertise in retirement income planning, annuity strategies, and investment management.
Familiarity with fixed-indexed annuities, structured investments, and fee-based advisory platforms.
Ability to clearly communicate financial concepts in an engaging and persuasive manner.
Proficiency in financial planning software, CRM systems, and portfolio management tools.
Working Conditions:
Comfortable in a fast-paced, performance-driven environment with a steady flow of client meetings.
Must work full-time, in-office at the firm's Cincinnati, Ohio location.
Compensation:
Competitive commission structure, typically 20-25% of revenue generated. Ranges from $6,000 to $10,000 per month based on experience and performance.
1099 Independent Consultant Status: Allows for greater tax flexibility and earnings potential.
Salary : $6,000 - $10,000
