Strategic Wealth Advisor - Elite Client Relationships

Truepoint Wealth Counsel, LLC; Cincinnati (OH); Hybrid; USD 60,000 - 100,000; Full time

Job summary

A financial services firm in Cincinnati is seeking a Wealth Advisor to serve as the primary contact for clients, managing relationships to ensure high satisfaction and exceptional service delivery. The ideal candidate will have a strong educational background, relevant certifications, and at least 3 years of experience in client-facing roles. The position involves collaborating with internal teams and working to foster client trust and referrals. A positive mindset and attention to detail are essential for success in this role.

Qualifications

• 3+ years of client-facing experience in the financial services industry.
• Strong academic track record.
• Passion for delivering fiduciary guidance and financial education.

Responsibilities

• Manage and enhance client relationships.
• Collaborate with internal teams for service delivery.
• Resolve client issues in a timely manner.

Skills

Interpersonal skills

Client relationship building

Attention to detail

Initiative and motivation

Education

Bachelor’s or advanced degree

CERTIFIED FINANCIAL PLANNER TM

Chartered Financial Analyst

Certified Public Accountant

Job description

A financial services firm in Cincinnati is seeking a Wealth Advisor to serve as the primary contact for clients, managing relationships to ensure high satisfaction and exceptional service delivery. The ideal candidate will have a strong educational background, relevant certifications, and at least 3 years of experience in client-facing roles. The position involves collaborating with internal teams and working to foster client trust and referrals. A positive mindset and attention to detail are essential for success in this role.