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Dean Dorton · 1 day ago

Senior Wealth Advisor

Cincinnati, Ohio

Full-time

Hybrid

Senior Level

Dean Dorton is a leading professional services firm specializing in accounting, business advisory, and technology solutions. The Senior Wealth Advisor is responsible for providing holistic financial planning and advisory services while contributing to the growth of the Private Wealth practice through client relationship management and marketing initiatives.

Accounting

Comp. & Benefits

Responsibilities

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

Serve as the marketing 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

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 externally

Commit to continuous professional development and staying current on wealth management and marketing best practices

Qualification

Wealth managementFinancial planningBusiness developmentRelationship managementMarketing strategyCFP® certificationCPA certificationCFA® certificationProfessionalismCommunication skillsCollaboration skills