Private Wealth Advisor: Hybrid & High-Impact Wealth Strategy

Professions Inc; Cincinnati (OH); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Generous compensation package

Hybrid work schedule

Healthcare benefits

401(k) and retirement plan

Paid vacation and holidays

Job summary

A top-rated financial institution in Cincinnati is seeking a Private Wealth Advisor (PWA) to join their team. This role focuses on helping clients achieve their financial objectives through comprehensive assessments, customized strategies, and ongoing support. Candidates should possess a Bachelor's degree in finance or a related field, along with strong relationship management and networking skills. This position offers a flexible, hybrid work schedule and a generous compensation package, emphasizing a client-centric culture that fosters success.

Qualifications

• Established local network with strong relationship management skills.
• Demonstrated success interacting with High and Ultra High Net Worth clients.
• Professional designations like CFA or CFP are preferred.

Responsibilities

• Conduct comprehensive client financial assessments.
• Design and implement customized wealth management strategies.
• Monitor financial plans and investment portfolios.

Skills

Relationship management

Networking

Communication skills

Investment strategies

Holistic financial planning

Client segmentation

Education

Bachelor’s degree in finance, Business, or Economics

Tools

Wealth management tools

Job description

A top-rated financial institution in Cincinnati is seeking a Private Wealth Advisor (PWA) to join their team. This role focuses on helping clients achieve their financial objectives through comprehensive assessments, customized strategies, and ongoing support. Candidates should possess a Bachelor's degree in finance or a related field, along with strong relationship management and networking skills. This position offers a flexible, hybrid work schedule and a generous compensation package, emphasizing a client-centric culture that fosters success.