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Strategic Wealth Advisor - Elite Client Relationships

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Truepoint Wealth Counsel
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm seeks a Wealth Advisor in Cincinnati, Ohio, to manage and enhance complex client relationships. Responsibilities include leading client interactions, ensuring superior service delivery, and collaborating internally to onboard new clients. The ideal candidate will have 3+ years of experience in the financial services industry, strong communication skills, and a bachelor’s degree or advanced certification in finance.

This role offers a hybrid work environment and is focused on client satisfaction.
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