Financial Advisor

Based in Blue Ash, Ohio, Retirement Corporation of America seeks an experienced Financial Advisor to guide clients through tailored financial plans and ongoing relationship management. The role emphasizes comprehensive financial planning, clear client communication, and contributions to improving planning workflows and client deliverables. The position offers a base salary of USD 90,000 per year and is onsite, focused on supporting RCA families while expanding new and existing client relationships.

Responsibilities

• Prepare for and participate in client meetings, taking on greater responsibility for delivering tailored advice.
• Develop and maintain comprehensive financial plans aligned to each client’s goals and cash flow needs.
• Present recommendations clearly in meetings and follow-up written communications.
• Maintain ongoing engagement with client situations to keep plans relevant and actionable.
• Oversee ongoing service needs with meticulous attention and follow-through.
• Contribute to refining planning workflows and client deliverables.
• Identify and develop new opportunities within current relationships and beyond.

Requirements

• 5 to 7 years of experience in financial planning and managing client relationships.
• CFP designation required, or nearing completion.
• FINRA Series 65 license required.
• Proven track record contributing to comprehensive financial planning, not limited to administrative tasks.
• Excellent client communication skills and professional demeanor.
• High attention to detail with the capability to manage multiple client priorities.
• Collaborative, team-oriented approach.

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Additional Context

This is an in-office role based in Blue Ash, Ohio.

The focus is on delivering high-quality communication and planning while maintaining strong, long-term relationships with Retirement Corporation of America families. Expanding family relationships and developing new relationships will be a key focus.

Who This Role Is Designed For

• Greater involvement in financial planning and client discussions.
• A team environment that values thoughtful advice and strong client care.
• The ability to continue developing and expanding RCA relationships over time.