Wealth Advisor jobs in United States
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Truepoint Wealth Counsel · 2 hours ago

Wealth Advisor

positionCincinnati, OH
timeContract
remoteHybrid
seniorityMid Level
date3+ years exp

Truepoint Wealth Counsel is a firm dedicated to managing and enhancing complex client relationships. The Wealth Advisor serves as the primary point of contact for clients, focusing on exceptional service delivery, effective communication, and driving firm growth through client referrals and strategic 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 experienceFinancial educationClient-centric mindsetInterpersonal skillsAttention to detailSelf-motivatedInitiative

Required

Strong academic track record, including the achievement of a bachelor's or advanced degree
3+ years of client-facing experience in the financial services industry
Great interpersonal skills and ability to build relationships
Passion for delivering fiduciary guidance and financial education
A positive, client-centric mindset with the initiative and drive to exceed expectations
Ability to coordinate across teams and manage internal processes, with a high attention to detail
Self-motivated to work both collaboratively and autonomously
Demonstrate initiative to grow both personally and professionally as our industry and firm change

Preferred

Industry designation preferred: CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Analyst, or Certified Public Accountant

Company

Truepoint Wealth Counsel

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Truepoint Wealth Counsel is a wealth management firm.
dateFounded in 1990
location
Cincinnati, Ohio, USA
people-size51-200 employees
web-link
https://truepointwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Condon
CEO & Shareholder
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Nate Johnson
Co-Chief Client Officer & Shareholder
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Company data provided by crunchbase