Strategic Wealth Advisor: Elite Client Relationships

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

Job summary

A financial services firm in Cincinnati is seeking a Wealth Advisor to manage client relationships and ensure exceptional client experience. The role requires a strong academic background, 3+ years of client-facing experience, and a passion for financial education. Responsibilities include collaborating with internal teams and resolving client issues. Ideal candidates will be skilled in communication and problem-solving, demonstrating a positive, client-centered mindset. This position is hybrid, accommodating flexible work arrangements.

Qualifications

• Strong academic track record with a degree.
• 3+ years of client-facing experience in financial services.
• Passion for fiduciary guidance and financial education.

Responsibilities

• Manage complex client relationships for superior experience.
• Collaborate with teams for effective service delivery.
• Lead the onboarding of prospective clients.

Skills

Interpersonal skills

Client relationship management

Communication skills

Problem solving

Education

Bachelor’s or advanced degree

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Analyst

Certified Public Accountant

Job description

A financial services firm in Cincinnati is seeking a Wealth Advisor to manage client relationships and ensure exceptional client experience. The role requires a strong academic background, 3+ years of client-facing experience, and a passion for financial education. Responsibilities include collaborating with internal teams and resolving client issues. Ideal candidates will be skilled in communication and problem-solving, demonstrating a positive, client-centered mindset. This position is hybrid, accommodating flexible work arrangements.