Murphy Financial Group Looking for Financial Advisor at Cincinnati Metropolitan Area Full Time

Company Description

Murphy Financial Group is a financial planning firm located in the Cincinnati Metropolitan Area. We are passionate about helping families in Ohio plan for their retirement through tailor-made plans that fit their unique needs and priorities.

Role Description

This is a full-time hybrid role based in Cincinnati, with flexibility for some remote work. As a Financial Advisor at Murphy Financial Group, you will work with clients to develop comprehensive financial plans that align with their financial goals. You will manage investments, analyze financial data, and provide expert advice to help clients make informed financial decisions. You will also build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.

Qualifications

• Bachelor’s degree in finance, accounting, or a related field
• Series 7 and 66 or 63/65 licenses required
• 3-5 years of experience in financial planning and investment management
• Experience in retirement planning, tax planning, and insurance planning
• Expertise in financial modeling and analysis
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong organizational and time management skills
• Certified Financial Planner (CFP) designation preferred
• Experience using financial planning software, such as eMoney or MoneyGuidePro, preferred