What are the responsibilities and job description for the Retirement Planning Expert - Client-Facing Sales position at Omega Wealth Private Capital, LLC?
Omega Wealth Private Capital is seeking a highly skilled Investment Planning Advisor to join our team in the new Cincinnati office. This role is perfect for individuals who excel at converting pre-scheduled, pre-qualified client meetings into business. With a competitive commission structure and opportunities for advancement, you'll have the chance to grow and develop your skills in a fast-paced setting.
As an Investment Planning Advisor, you'll work closely with operations, compliance, and client service teams to ensure smooth onboarding and management. You'll conduct consultations to assess financial goals, risk tolerance, and retirement planning needs, and develop and present customized financial plans aligned with each client's objectives.
We're looking for someone with expertise in retirement income planning, annuity strategies, and investment management. You should have familiarity with fixed-indexed annuities, structured investments, and fee-based advisory platforms. Strong communication skills are essential, as you'll need to clearly communicate financial concepts in an engaging and persuasive manner.
We offer a competitive compensation package, including a commission structure that ranges from $6,000 to $10,000 per month based on experience and performance. As an independent consultant, you'll enjoy greater tax flexibility and earnings potential.
Salary : $6,000 - $10,000
