4 Wealth Advisor Jobs in Cincinnati, OH
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Wealth Advisor
$63k-94k (estimate)
Contractor | Investment Management
1 Week Ago
Truepoint Wealth Counsel is Hiring a Wealth Advisor Near Cincinnati, OH
Wealth Advisor Job ProfileThe Wealth Advisor serves as a liaison between Truepoint Wealth Counsel and individuals and families seeking our wealth management services. The Wealth Advisor is a self-starter who manages relationships with clients while partnering with a collaborative team of internal resources to serve clients’ needs related to financial planning, investment advice, tax strategies, estate planning, and legacy planning.
Core Responsibilities
Core Responsibilities
- Serve as the primary point of contact for high net-worth client relationships.
- Collaborate internally with specialist teams to ensure effective delivery of services to clients.
- Utilize excellent written and verbal communication skills tailored to client preferences.
- Troubleshoot and resolve unexpected client issues each day.
- Build and strengthen client relationships via firm events and out-of-office activities.
- Identify areas for internal process improvements or trends in the client base.
- Contribute expertise to the development of new firm initiatives or service offerings.
- Represent as an ambassador of the firm in prospective client meetings, with COIs, and outside the office.
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.
- Strong academic track record, including the achievement of a bachelor’s or advanced degree.
- Industry designation required: CERTIFIED FINANCIAL PLANNERTM , Chartered Financial Analyst, or Certified Public Accountant.
- 6 years of client-facing experience in the financial services industry.
- Great interpersonal skills and ability to build relationships.
- Passion for delivering fiduciary guidance and financial education.
- A positive, client-centric mindset with the initiative and drive to exceed expectations.
- Prolonged periods of working on a computer and occasional periods sitting.
- May have to lift up to 15 pounds.
- Minimal travel required. Frequent attendance at internal meetings required.
- Occasional attendance at meeting with outside partners.
- Travel outside the region may be required for business and/or professional development.
Job Summary
JOB TYPE
Contractor
INDUSTRY
Investment Management
SALARY
$63k-94k (estimate)
POST DATE
06/23/2024
EXPIRATION DATE
07/19/2024
WEBSITE
truepointwealth.com
HEADQUARTERS
BLUE ASH, OH
SIZE
50 - 100
FOUNDED
1990
TYPE
Private
CEO
MICHAEL J CHASNOFF
REVENUE
$10M - $50M
INDUSTRY
Investment Management
Related Companies
About Truepoint Wealth Counsel
Truepoint offers wealth management services.
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