Associate Wealth Advisor

Benchmark Wealth; Cincinnati (OH); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Annual performance bonus

Revenue sharing

Firm equity potential

Health, dental, vision insurance

401(k) with match

Disability & life insurance

Job summary

Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables, work with our operations team to meet service standards, and contribute to multi-disciplinary planning for high-net-worth clients.

You will build comprehensive plans (cash flow, taxes, risk, wealth transfer) and oversee investment management using Tamarac and custodial platforms, while collaborating with CPAs and estate

Qualifications

• Bachelor's degree in finance, business, financial planning, economics, or related field.
• CFP designation attained or actively pursuing; Benchmark supports exam prep and continuing education.
• Series 65 or 66 licensing required, or actively pursuing.
• Life and health insurance licensing required, or to be obtained within 180 days of hire.

Responsibilities

• Build and present comprehensive financial plans across cash flow, tax strategy, risk management, wealth transfer, and scenario modeling.
• Execute portfolio construction, rebalancing, and ongoing investment management using Tamarac and custodial platforms.
• Prepare portfolio performance reviews and meeting materials; contribute meaningfully to client meetings.
• Apply tax-aware planning strategies in coordination with clients' CPAs, using Holistiplan for tax analysis and scenario projections.
• Serve as a trusted point of contact for client relationships; manage tasks with accuracy and priority.
• Prepare meeting agendas, lead or co-lead client meetings from data gathering through implementation and follow-up.
• Coordinate with estate attorneys, CPAs, and external advisors on multi-disciplinary planning using Wealth.com.
• Support participation in charitable and legacy planning and legacy letter composition.
• Conduct life insurance needs analysis, policy reviews, and assist with application and approvals.
• Cultivate referral relationships with CPAs, attorneys, and other centers of influence.
• Participate in prospect meetings and progress toward independent client acquisition.
• Build a natural network of potential client relationships/prospects.

Skills

Client relationships

Financial planning

Investment management

Tax planning

Estate planning

Problem solving

Customer service

Education

Bachelor's degree in finance or related field

CFP designation

Series 65 or 66 licensing

Life and health insurance licensing

Tools

eMoney

Holistiplan

Wealth.com

Tamarac

Job description

Benchmark Wealth is a boutique Registered Investment Advisory (RIA) firm based in Cincinnati, Ohio, proudly serving high-net-worth and ultra-high-net-worth individuals and families across the Midwest and Florida.

We are rooted in our core values — trust, accountability, service, and stewardship — and strive to create an environment where both clients and team members thrive. As an independent firm, our advisors are accountable to our clients and to one another, not to a large corporation. There is no big-firm anonymity here or layers of bureaucracy between you and the work that matters. Learn more at www.benchmark-wealth.com.

About the Role

We are looking for an experienced wealth management professional — someone who has worked on financial plans, excels at problem solving, client service, investment management, tax planning, and estate planning.

As a part of Benchmark’s advisory team, the Associate Wealth Advisor takes ownership of client relationships, key deliverables, as well as custom projects, and is focused on learning all that is necessary to become a successful lead advisor at Benchmark. Additionally, in partnership with our operations team, ensures we meet our service standards, complete client requests in a timely manner, and exceed overall client expectations.

What You Will Do

• Build and present comprehensive financial plans across cash flow, tax strategy, risk management, wealth transfer, and advanced scenario modeling
• Execute portfolio construction, rebalancing, and ongoing investment management using Tamarac and custodial platforms
• Prepare portfolio performance reviews and meeting materials; contribute meaningfully to client meetings
• Apply tax-aware planning strategies in coordination with clients' CPAs, using Holistiplan for tax analysis and scenario projections

Client Relationships & Service

• Serve as a trusted, reliable point of contact for client relationships at Benchmark — proactive, detailed-oriented and successfully manages tasks of carrying priority
• Prepare meeting agendas, lead or co-lead client meetings from data gathering through implementation and own post-meeting follow-through with accuracy and precision
• Coordinate with clients' estate attorneys, CPAs, and external advisors on multi-disciplinary planning situations, using Wealth.com for estate workflows
• Support participate in charitable and legacy planning process to include legacy letter composition
• Conduct life insurance needs analysis, policy reviews, and assist with the insurance application and approval process

Business Development

• Cultivate referral relationships with CPAs, attorneys, and other centers of influence
• Participate in prospect meetings and progress toward independent client acquisition
• Build a “natural network” of potential client relationships/prospects

What We Require

• 2–4 years of post-undergraduate experience in wealth management, financial planning, or at an RIA
• CFP® designation attained or actively pursuing. Benchmark supports exam preparation and continuing education
• Series 65 or Series 66 licensing required, or actively pursuing
• Life and health insurance licensing required, or to be obtained within 180 days of hire (Benchmark fully supports)
• Proficiency in eMoney or comparable financial planning software; experience with Holistiplan, Wealth.com, or Tamarac
• Bachelor's degree in finance, business, financial planning, economics, or a related field
• A demonstrable track record of client relationship work

What Sets a Strong Candidate Apart

• CFP® in hand and demonstrating depth across multiple client types and disciplines
• RIA or fee-only experience
• Exposure to HNW or UHNW client situations — business owners, liquidity events, complex estate structures, multi-generational planning
• Genuine business development instinct — comfort initiating relationships, building referral pipelines, and thinking about the client acquisition side of the business
• Ambition to be a part of the leadership and ownership of a firm

Salary commensurate with experience, credentials, licensing, and demonstrated client-relationship capability. In addition:

• Annual performance bonus — discretionary, tied to firm performance and individual contribution
• Revenue sharing — participate in recurring revenue from book of business
• Long-term ownership track — As the candidate proves themself over time, the opportunity to participate in firm equity
• Group health, dental, and vision insurance — HSA and PPO options
• 401(k) with safe harbor employer match
• Short-term disability and group life insurance

Why Benchmark?

• Boutique and client-focused — our motivation is delivering value to clients, not selling products
• Team environment – Join a supportive, collaborative group that values integrity, innovation and service to others
• No big-firm bureaucracy — your voice is heard and your growth is intentional
• Committed to giving back — we support the community and your involvement in it

Benchmark Wealth is an equal opportunity employer.