Senior Wealth Planner (CFP) for High-Net-Worth Clients

Corient; Cincinnati (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Paid Professional Designations

Volunteer days for community service

Job summary

A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience in financial planning. Strong communication and analytical skills are essential, and proficiency in Microsoft Office is expected. This firm offers a dynamic work environment with opportunities for growth.

Qualifications

• Bachelor's degree required.
• CFP® certification mandatory.
• 2-3 years' experience in financial planning.

Responsibilities

• Assist in financial planning and investment meetings.
• Prepare financial plans and investment reports.
• Data gathering and client interaction.

Skills

Financial planning

Investment principles

Communication skills

Analytical abilities

Education

Bachelor's degree

CFP® certification

Tools

Microsoft Office

Salesforce

Portfolio Accounting Software

Job description

A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience in financial planning. Strong communication and analytical skills are essential, and proficiency in Microsoft Office is expected. This firm offers a dynamic work environment with opportunities for growth.