Careers

A perfect place for someone like you.

You've probably spent many years of your career looking for a workplace you can call home. It's a place that brings out your best each day and inspires you to be better. It's a place where you work with a team of people who appreciate your strengths, a team focused on making the lives of people better and their communities stronger. Simply Money Advisors may be the home you've been looking for, where you can explore the opportunities that inspire you.

Career Openings

Financial Advisor - Louisville Office

Primary responsibilities

Learn about a client’s life goals and along with the Simply Money Advisors team organize their financial information to create a personalized financial plan. Create and present personalized recommendations for investments and insurance to achieve a client’s financial goals. Implement strategies, making adjustments as life transitions occur and market conditions change.

Key tasks include:

  • Competently discuss retirement planning, education planning, insurance and estate planning
  • Invest clients in a managed portfolio based on a personalized financial plan and risk tolerance considerations
  • Discuss client’s investment performance in light of financial plan
  • Complete regular meetings with clients discussing their financial plan and needed adjustments
  • Diligently keep notes regarding meetings, phone calls and emails with clients
  • Stay abreast of current market conditions and asset allocation of portfolios
  • Contribute to departmental meetings
  • Complete required continuing education to maintain Certified Financial Planner™practitioner designation and insurance license
  • Maintain current knowledge of financial planning issues by reading journals, participating in professional organizations, etc.

Education and Training

Four-year degree in finance, economics, business or related discipline plus minimum three years prior financial advisor experience. Must have a passion for creating and maintaining excellent relationships with clients.

Passage of the Certified Financial Planner™ exam and meeting of requirements to practice as a Certified Financial Planner™ practitioner.

Contact Information:

Please send resume by email with salary requirements to careers@simplymoneyadvisors.com

Financial Advisor 500 x 334.jpg

Financial Advisor - Cincinnati Office

Primary responsibilities

Learn about a client’s life goals and along with the Simply Money Advisors team organize their financial information to create a personalized financial plan. Create and present personalized recommendations for investments and insurance to achieve a client’s financial goals. Implement strategies, making adjustments as life transitions occur and market conditions change.

Key tasks include:

  • Competently discuss retirement planning, education planning, insurance and estate planning
  • Invest clients in a managed portfolio based on a personalized financial plan and risk tolerance considerations
  • Discuss client’s investment performance in light of financial plan
  • Complete regular meetings with clients discussing their financial plan and needed adjustments
  • Diligently keep notes regarding meetings, phone calls and emails with clients
  • Stay abreast of current market conditions and asset allocation of portfolios
  • Contribute to departmental meetings
  • Complete required continuing education to maintain Certified Financial Planner™practitioner designation and insurance license
  • Maintain current knowledge of financial planning issues by reading journals, participating in professional organizations, etc.

Education and Training

Four-year degree in finance, economics, business or related discipline plus minimum three years prior financial advisor experience. Must have a passion for creating and maintaining excellent relationships with clients.

Passage of the Certified Financial Planner™ exam and meeting of requirements to practice as a Certified Financial Planner™ practitioner.

Contact Information:

Please send resume by email with salary requirements to careers@simplymoneyadvisors.com

Financial Advisor 500 x 334.jpg

The Simply Money Point.

Simply Money Advisors is your trusted financial planning partner helping to protect your money and make it grow.  We looking forward to hearing from you.  Simply Money Advisors is an Equal Opportunity Employer.

Join Our Team