HNW Wealth Advisor: Growth, Planning & Client Trust

Larson Maddox; Cincinnati (OH); On-site; USD 120,000 - 230,000; Full time

Job summary

Larson Maddox seeks an experienced Wealth Management Advisor to manage an established HNW/UHNW client base and provide comprehensive financial planning and investment solutions. You will work with internal specialists to tailor strategies and deepen client relationships.

You will build a disciplined business development plan, delivering high-touch service and proactive advice to support growth on a national platform within a respected wealth management firm.

Qualifications

• Experience in financial planning and wealth management for HNW/UHNW clients.
• Strong consultative advisory approach with a focus on goals-based planning.
• Proven ability to build trust and maintain long-term client relationships.

Responsibilities

• Manage and grow relationships with an established portfolio of HNW/UHNW clients.
• Deliver comprehensive financial planning and investment solutions aligned with client objectives.
• Collaborate with internal specialists across investments, estate planning, tax planning, trust, and lending.

Skills

Client relationship management

Financial planning

Sales / business development

Communication

Education

CFP designation

Job description

Larson Maddox seeks an experienced Wealth Management Advisor to manage an established HNW/UHNW client base and provide comprehensive financial planning and investment solutions. You will work with internal specialists to tailor strategies and deepen client relationships.

You will build a disciplined business development plan, delivering high-touch service and proactive advice to support growth on a national platform within a respected wealth management firm.