What are the responsibilities and job description for the Wealth Manager - Retirement Income Planning Specialist position at Omega Wealth Private Capital, LLC?
At Omega Wealth Private Capital, we're seeking a high-performing Financial Planner to join our team in the new Cincinnati office. This role is designed for closers – advisors who excel at converting pre-scheduled, pre-qualified client meetings into business. With no prospecting required, you'll have the opportunity to focus on what you do best: providing exceptional service to your clients.
We offer a competitive environment with structured advancement opportunities, allowing you to grow and develop your skills in a fast-paced setting. You'll be part of an expanding firm focused on retirement planning, working closely with operations, compliance, and client service teams to ensure smooth onboarding and management.
In this role, you'll conduct consultations to assess financial goals, risk tolerance, and retirement planning needs. You'll develop and present customized financial plans aligned with each client's objectives, and close business consistently by following our structured financial planning and sales process. You'll also educate clients on investment strategies, retirement income planning, tax efficiency, and asset protection.
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 commission structure, typically ranging 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. If you have a competitive sports or high-performance background, we'd love to hear from you!
Salary : $6,000 - $10,000
