Associate Wealth Advisor — High-Net-Worth Planning & Growth

Doist; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Doist is seeking an associate wealth advisor to join our wealth management team. You will help create comprehensive wealth plans and coordinate financial strategies that align with client goals and values.

You will be a thoughtful listener, collaborate with team members, and drive professional growth within a dynamic, client-focused environment. The role emphasizes client relationship building, research-driven planning, and active participation in the sales process to develop new client

Qualifications

• Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning.
• Previous experience with high net worth or ultra-high net worth clients/families is preferred.
• Certifications such as CFP or Series 65 are required

Responsibilities

• Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients.
• Prepare customized financial plans and portfolios by researching and analyzing client solutions.
• Support client requests, update information, and follow up on open items with the team

Skills

Wealth management knowledge

Client relationship management

Attention to detail

Time management

Education

Bachelor’s degree

Tools

eMoney

MoneyGuide Pro

Job description

Doist is seeking an associate wealth advisor to join our wealth management team. You will help create comprehensive wealth plans and coordinate financial strategies that align with client goals and values.

You will be a thoughtful listener, collaborate with team members, and drive professional growth within a dynamic, client-focused environment. The role emphasizes client relationship building, research-driven planning, and active participation in the sales process to develop new client