Investment Advisor Representative - Senior

Job Title: Investment Advisor Representative - Junior or Senior

Reports To: Founder/CEO & COO

Location: 100% Onsite, Cincinnati, Ohio

Status: Full-Time, Exempt

We’re a tight-knit, privately-owned RIA in Cincinnati managing ~$275M for great families and business owners. We live by three core values: Intentional Growth, Steadfast Stewardship, and Together Made Simple. We’re a team that is committed to showing up every day - for our team, for our clients, and for our community. 

At Sims Investment Management, we’re dedicated to providing comprehensive financial guidance that helps our clients achieve their long-term financial and life goals. We take pride in offering systematic, personalized, and goal-oriented strategies and foster a client-first approach in everything we do. 

We’ve experienced tremendous growth in the last 5 years, growing our client base by almost 10X, and have doubled our employee  headcount in the last two years, with big plans for growth over the next five years. We’re looking for our next great advisor - a seasoned pro, with or without a portable book. You’ll inherit existing relationships and assets, build new ones, deliver holistic planning the SIM way, and help us build an unbeatable culture. This is a real seat at the table with meaningful ownership potential down the road and $40M of existing relationships and assets to take on as you ramp up. 

Must-haves

• Series 65 (active)
• 3 years of experience in the industry
• Full-time, in-office in Cincinnati (no remote or hybrid)
• Previous CRM financial planning software experience
• Growth mindset, coachable, humble
• Extreme integrity & confidentiality
• Team-first attitude and alignment with our three core values
• Clean compliance record and strong work ethic
• Proven ability to build real client relationships and bring in new assets

Nice-to-haves

• Portable book of any size (we pay a premium on transitioned assets)
• CFP ®, ChFC ®, or similar designation
• Existing network of $500k-$2M households and centers of influence
• Experience with eMoney, Schwab, and/or Advyzon
• Leadership potential (we love developing future leaders)
  

• Salary: $100k total comp (highly negotiable premium payout on portable assets)
• 401(k) retirement plan with company matching.
• Unlimited PTO and major holidays off.
• Real path to partnership/ownership
• A team that actually likes each other & values growing together

If you’re excited about helping great clients win with money - and you want to do it alongside people who will push you to be better every day - send your resume and a quick note telling us why this feels like the right next move for you.  For those extra hungry for the opportunity, send us a 1-3 minute video telling us a little bit about yourself and why you think you’d be a perfect fit for SIM. 

Email to: patrick@simsinvestment.com