Financial Advisor

Financial Advisor – Cincinnati, OH

TSN Wealth & Tax Management is seeking a purpose-driven Financial Advisor who desires to serve clients through biblically aligned financial planning. This is a unique opportunity to join a firm where faith and finance work hand-in-hand—helping families steward their wealth with wisdom and eternal perspective.

What You’ll Do:

• Build and nurture lasting relationships with clients based on trust, biblical values, and sound financial guidance

• Create comprehensive, faith-aligned financial plans including investment, retirement, charitable, tax, and estate strategies

• Conduct regular client meetings and proactively recommend strategies to meet life goals and Kingdom impact

• Collaborate with our in-house team of tax, accounting, and investment professionals for holistic service

• Stay informed on financial markets, tax laws, and stewardship-based planning principles

• Operate under the Fiduciary Standard—always acting in the client’s best interest

What We Offer:

• Competitive starting base salary plus revenue-share incentives

• Client-cap to prioritize and foster meaningful relationships

• Access to in-house tax and accounting experts

• Ongoing faith-based professional development

• Supportive, mission-minded team culture that encourages spiritual and professional growth

• Paid Time Off, Long-term disability, 401k and more

• Long-term ownership potential

What We’re Looking For:

• Bachelor’s degree in Finance, Accounting, Business, or related field

• CFP®, CPA, or Series 65 (or active progress toward one) preferred

• Experience in financial advising, wealth management, or related field

• A personal commitment to biblical stewardship and integrity

• Excellent communication skills and a genuine heart for helping others