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Financial Services

Private Client Associate, Wealth Management

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in Cincinnati is looking for a motivated Client Associate to join their Private Advisor team. This role involves engaging with high-net-worth clients and requires strong organizational and communication skills. The ideal candidate will have 1-3 years of client service experience in finance, a BA/BS degree, and is expected to work onsite daily. The firm offers a dynamic environment and opportunities for growth.
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Position Requirements
10+ Years work experience
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