Associate Wealth Advisor - Path to Lead 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 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