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Truepoint Wealth Counsel · 5 hours ago

Wealth Advisor

Cincinnati, OH

Full-time

Hybrid

Mid Level

3+ years exp

Truepoint Wealth Counsel is seeking a Wealth Advisor to serve as the primary point of contact for clients, focusing on managing and enhancing complex client relationships. The role involves ensuring exceptional service delivery, effective communication, and timely resolution of issues while partnering with internal teams to support client onboarding and drive firm growth through referrals and outreach.

Asset ManagementFinancial ServicesWealth Management

Responsibilities

Leading client relationships with the goal of ensuring high client satisfaction

Collaborate internally with specialist teams to ensure effective delivery of services to clients

Manage and lead the firm’s most complex client relationships, ensuring superior client experience

Ensure written and verbal client communications are polished and tailored to client preferences

Troubleshoot and resolve unexpected client issues in a timely manner

Partnering with prospect liaisons to deliver a great prospective/new client experience

Work closely with prospect liaisons to develop and onboard prospective clients

Fostering prospective client introductions from highly satisfied clients

Build and strengthen client relationships through day-to-day and out-of-office activities via firm events, travel, etc

Share expertise by contributing to the development of client and public-facing content

Increase awareness of the firm via community and social media opportunities

Fostering prospective client introductions from highly satisfied clients

Assist in and potentially lead the completion of strategic initiatives and projects

Qualification

CERTIFIED FINANCIAL PLANNERChartered Financial AnalystCertified Public AccountantClient-facing experienceInterpersonal skillsAttention to detailSelf-motivatedPositive mindset