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WealthWise Financial Group was established in Cincinnati, OH and is in the process of expanding. We are a full-service, holistic financial services firm offering personal and business financial strategies, retirement strategies, investments, estate planning strategies, life, disability, and long term care insurance options, as well as charitable giving strategies.  We employ a unique “macroeconomic” approach when working with our clients in order to help achieve their optimal financial position for tax management, retirement, account distribution and transfer of wealth. Our collaborative business model takes into consideration the valued client who may not be adequately served by a typical financial or investment advisor.  WealthWise Financial Group fundamental objectives are to:

  • Intimately know our customers
  • Fully understand their values and concerns
  • Educate them on pertinent strategies
  • Customize our financial services to their evolving needs

Our team consists of top-level financial professionals with experience, knowledge, expertise and a passion to serve our clients. An advisor position at WealthWise offers a unique structure, unlimited earning potential, autonomy and fulfillment.  WealthWise operates in an open architecture environment which offers the advisor and client flexibility in choosing the ideal, customized approach to their objectives.  Collaboration, teamwork, and mentoring are essential for our development and success.  We are in search of qualified, ethical, energetic and entrepreneurial individuals to add to our team.  Specifically, we are seeking:

  • Financial Professionals (5+ Years’ Experience, Series 7 & 63), Fully Licensed in Life, Health & LTC
  • Financial Professionals (2+ Years’ Experience, Series 7 & 63 or Fixed Licensed OH), Fully Licensed in Life, Health and LTC
  • Those that are interested in getting into the financial services industry will be cultivated and educated.

Are you ready for job satisfaction and enjoyment, confidence, focus and unparalleled income?

See if a career at WealthWise Financial Group is the right opportunity for you, either now or in the future. Please contact Quentin Davis at or 513.276.3772.