CFP Financial Advisor - Build Lasting Client Wealth

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 70,000 - 100,000; Full time

Job summary

A leading financial advisory firm in Cincinnati is seeking an experienced Financial Advisor to lead client relationships and provide fiduciary guidance. You will manage meetings, deliver personalized financial advice, and contribute to team initiatives. The ideal candidate will possess strong communication skills, demonstrate a client-first mindset, and show a passion for financial education. The position promotes a collaborative environment aiming at client satisfaction and professional growth.

Qualifications

• Passion for delivering fiduciary guidance and financial education to individuals and families.
• Ability to manage multiple client relationships with consistency and attention to detail.
• Strong communication skills and ability to simplify financial concepts.

Responsibilities

• Lead and manage a defined set of client relationships.
• Conduct discovery and ongoing planning meetings.
• Deliver advice across cash flow, investing, tax considerations, and long-term planning.
• Provide guidance during periods of uncertainty or market volatility.

Skills

Strong communication skills

Managing multiple client relationships

Attention to detail

Client-first mindset

Initiative to grow professionally

Job description

A leading financial advisory firm in Cincinnati is seeking an experienced Financial Advisor to lead client relationships and provide fiduciary guidance. You will manage meetings, deliver personalized financial advice, and contribute to team initiatives. The ideal candidate will possess strong communication skills, demonstrate a client-first mindset, and show a passion for financial education. The position promotes a collaborative environment aiming at client satisfaction and professional growth.