Senior Wealth Advisor

Business Consulting Fort Wright,Kentucky Cincinnati,Ohio

Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.

The Dean Dorton Private Wealth Team partners with individuals, families, and business owners to deliver comprehensive, values-based wealth management solutions. Our team integrates financial planning, investment management, tax strategy, and estate considerations to help clients navigate financial complexity and achieve long-term confidence. We work closely with Dean Dorton CPAs and advisors to provide a fully integrated advisory experience.

The Senior Wealth Advisor is a senior-level advisory role responsible for serving as a trusted advisor to clients while also contributing to the growth and visibility of the Private Wealth practice. This position balances client advisory work with relationship-based business development, internal collaboration, and marketing support.

Senior Wealth Advisors manage and deepen client relationships, lead holistic planning conversations, and partner with internal teams to deliver integrated solutions. In addition, this role plays an active part in supporting practice growth by strengthening referral relationships, participating in marketing and outreach efforts, and representing the Private Wealth practice internally and externally.

role are outlined below in correlation with Dean Dorton’s performance management impact areas.

Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).

• Serve as a wealth advisor to existing and new Private Wealth clients, providing holistic financial planning and advisory services.
• Oversee the structure and consistency of the Private Wealth client onboarding process, ensuring a high-quality and scalable client experience.
• Collaborate with internal teams to integrate financial planning, tax strategy, and investment considerations into client recommendations.
• Maintain deep knowledge of wealth planning strategies, industry trends, and regulatory considerations impacting Private Wealth clients.

Definition: the behaviors associated with performing your job (interpersonal skills).

• Serve as the ma r keting point of contact for Dean Dorton Private Wealth.
• Develop and execute growth strategies and marketing initiatives in partnership with Private Wealth leadership.
• Act as the primary liaison between the Private Wealth team and the Dean Dorton Marketing team to align messaging, campaigns, and branding.
• Build, develop, and maintain a strong referral base with Dean Dorton CPA partners and other internal advisors.
• Cultivate relationships with prospective clients and centers of influence to support sustainable practice growth.
• Communicate clearly and confidently with clients, prospects, internal partners, and external audiences.
• Represent the Private Wealth practice with professionalism, credibility, and consistency across all channels.

Definition: the contribution you make to Dean Dorton outside of client work.

• Lead and evaluate Private Wealth growth and marketing initiatives, including outreach efforts and campaign effectiveness.
• Strengthen cross-service collaboration between Private Wealth, Marketing, and CPA teams to support integrated client solutions.
• Participate in firm initiatives, committees, and leadership discussions related to growth, brand presence, and client experience.
• Support the development and refinement of Private Wealth processes, tools, and client-facing materials.
• Champion the Private Wealth brand and culture internally and…