Wealth Advisor: Lead Elite Client Relationships

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A financial advisory firm in Cincinnati is seeking a Wealth Advisor to manage complex client relationships and ensure high satisfaction levels. This role requires a bachelor’s degree and CERTIFIED FINANCIAL PLANNER™ designation, alongside three or more years of relevant experience. The ideal candidate will demonstrate initiatives to foster client relationships and provide fiduciary guidance in a hybrid work setting. The company emphasizes teamwork, accountability, and a client-centric approach.

Qualifications

• Strong academic track record with required degree.
• 3+ years of client-facing experience in financial services.
• Great interpersonal skills and relationship-building ability.

Responsibilities

• Manage and enhance complex client relationships for exceptional service.
• Collaborate with internal teams to support client onboarding.
• Deliver effective communication and timely issue resolution.

Skills

Interpersonal skills

Relationship building

Detail-oriented

Client-centric mindset

Problem-solving

Education

Bachelor's or advanced degree

CERTIFIED FINANCIAL PLANNER™ designation

Job description

A financial advisory firm in Cincinnati is seeking a Wealth Advisor to manage complex client relationships and ensure high satisfaction levels. This role requires a bachelor’s degree and CERTIFIED FINANCIAL PLANNER™ designation, alongside three or more years of relevant experience. The ideal candidate will demonstrate initiatives to foster client relationships and provide fiduciary guidance in a hybrid work setting. The company emphasizes teamwork, accountability, and a client-centric approach.