Emerald Resource Group · 6 hours ago
Wealth Management Advisor
Cincinnati Metro
Full-time
Onsite
Mid, Senior LevelEmerald Resource Group is seeking an experienced wealth advisor who enjoys owning client relationships and being a true point of contact for clients over the long term. The role involves working directly with wealth clients to understand their financial picture and shaping investment strategies while fostering long-term relationships.
RecruitingStaffing Agency
Hiring Manager
Shaw Satterfield
Responsibilities
Working directly with wealth clients
Understanding their full financial picture
Shaping an investment and planning strategy
Leading investment review conversations
Adjusting portfolio strategy as client needs evolve
Using financial planning as a tool to deepen relationships
Collaborating closely with internal investment resources
Qualification
Required
Experienced wealth advisor
Ability to own client relationships
Understanding of clients' full financial picture, including goals, family considerations, and risk tolerance
Ability to shape investment and planning strategy
Leading investment review conversations
Adjusting portfolio strategy as client needs evolve
Using financial planning as a tool to deepen relationships
Collaborating closely with internal investment resources
Acting as an advocate for clients and using good judgment
Company
Emerald Resource Group
Emerald Resource Group is a professional staffing and solutions firm that specializes in the Information Technology Industry.
Founded in 1997
2-10 employees
Funding
Current Stage
Early StageRecent News
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