Wealth Advisor | CFP | Elite Client Experience Leader

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Truepoint Wealth Counsel in Cincinnati, OH seeks a Wealth Advisor to be the primary contact for clients and oversee the overall management of complex client relationships, ensuring exceptional service and timely issue resolution. Collaborate with internal teams on onboarding and growth through client referrals, delivering a superior client experience with polished written and verbal communications.

This role supports a hybrid work model, with limited travel and a focus on fiduciary guidance and

Qualifications

• Bachelor’s or advanced degree.
• CFP designation required.
• 3+ years of client-facing experience in financial services.
• Strong interpersonal and relationship-building skills.
• Self-motivated with the ability to work collaboratively or autonomously.
• Demonstrate initiative to grow professionally as the firm evolves.

Responsibilities

• Lead and manage the firm’s most complex client relationships to ensure high client satisfaction.
• Coordinate with internal teams to onboard new clients and deliver fiduciary guidance.
• Communicate clearly in writing and verbally, tailoring to client preferences.
• Support outreach and growth through client referrals and strategic initiatives.
• Participate in firm events and activities to deepen client relationships.

Skills

Interpersonal skills

Relationship building

Client-facing experience

Autonomy

Initiative

Education

Bachelor’s degree

CFP designation

Job description

Truepoint Wealth Counsel in Cincinnati, OH seeks a Wealth Advisor to be the primary contact for clients and oversee the overall management of complex client relationships, ensuring exceptional service and timely issue resolution. Collaborate with internal teams on onboarding and growth through client referrals, delivering a superior client experience with polished written and verbal communications.

This role supports a hybrid work model, with limited travel and a focus on fiduciary guidance and