- Offer comprehensive financial planning and investment management services to affluent individuals
- Cultivate and nurture client connections; spot new business prospects with existing clients
- Develop personalized investment strategies and financial blueprints tailored to clients' goals, risk tolerance, and financial circumstances
- Regularly assess client portfolios and financial plans; make necessary modifications
- Conduct quarterly performance reviews and reports for clients
- Stay informed about financial markets, products, and tax updates
- Minimum of 5 years experience working as a Wealth Manager
- Demonstrated ability to build and sustain long-lasting client relationships
- CFP certification or similar financial planning credentials
- Hold Series 7 and 66 (or equivalent) licenses
- Existing client base and established book of business (at least $40M AUM)
- Proficiency in financial planning and portfolio management tools
- Strong communication and presentation skills
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Wealth Management Advisor II
1 week ago
Fifth Third Cincinnati, United StatesMake banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Serves as the trusted advisor and team coordinator to simplify complexity for Privat ...
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Wealth Advisor II
1 week ago
First Financial Bancorp Hamilton, United StatesWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Wealth Advisor will serve as the primary point o ...
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Wealth Advisory Regional Manager
1 week ago
Cypress HCM Cincinnati, United StatesLocation · Cincinnati, OH Downtown – On-site) · Description · We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Advisors and Wealth Associates within a ...
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Portfolio Manager
5 days ago
Horan Securities, Inc. Cincinnati, United States Part timePosition Summary: · The portfolio manager position works with individual, family and/or trust account clients and manages investment relationships consistent with the established investment objectives and strategies of HORAN Wealth and/or the client. As a portfolio manager, you ...
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Financial Advisor
5 days ago
Strategic Wealth Designers Cincinnati, United States***SWD is willing to pay up to $7,500 for relocation expenses associated with this role. · Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Are you look ...
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Advanced Markets Case Design Consultant I
1 week ago
Western & Southern Financial Group Cincinnati, United States Full timeOverview · Summary of Responsibilities: · Responsible for delivering advanced sales case design for distributors, supporting and creating various wealth transfer, business succession, and retirement planning sales strategies. Maintain Advanced Markets case design tools, and ref ...
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Consumer Banker IV
2 weeks ago
First Financial Bancorp Cincinnati, United States Full timeWe do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written · If you are interested and qualified for this role, we invite you to apply. · The Consumer Banker will work with existing FFB clien ...
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Senior Financial Advisor
1 week ago
Farther LLC Cincinnati, United StatesJob Description · As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying pros ...
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Tax Intern
2 weeks ago
HCM Wealth Cincinnati, United StatesHCM Wealth Advisors & CPAs provides comprehensive wealth management tax and accounting services to help successful professionals and business owners retire well. Our collaborative teamwork and collective knowledge allow us to provide our clients with the highest quality of servic ...
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Operations Support Associate
1 week ago
Commonwealth Financial Cincinnati, United StatesWhether you're looking for a high-energy, inclusive atmosphere or a company that understands the importance of work/life balance, Commonwealth is your match From generous bonus and 401(k) programs to tuition reimbursement and opportunities for flexi Operations, Support, Associate ...
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Regional Manager
1 week ago
Cypress Human Capital Management, LLC Cincinnati, United StatesWealth Advisory Regional Manager · Location · Cincinnati, OH Downtown – On-site) · Description · We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Adv ...
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Regional Manager
1 week ago
Cypress Human Capital Management, LLC Cincinnati, United StatesWealth Advisory Regional Manager · Location · Cincinnati, OH Downtown On-site) · Description · We're seeking a Regional Manager Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and supporting Wealth Advisor ...
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Regional Manager
1 week ago
Cypress HCM Cincinnati, United StatesJob Description · Job DescriptionWealth Advisory Regional ManagerLocationCincinnati, OH Downtown – On-site) · Description We're seeking a Regional Manager – Wealth Advisory Services to lead exceptional sales performance and client satisfaction by managing, coaching, guiding, and ...
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Trust Client services Associate
2 weeks ago
Stock Yards Bank & Trust Cincinnati, United StatesAs a Trust Client Services Associate, your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills ...
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Allworth Financial Cincinnati, United StatesSUMMARY: · The RVP Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region. The role requires be ...
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Wealth Manager Expansion
1 week ago
Lifetime Recruiting Strategies Cincinnati, United StatesRegional Expansion Fortune 500 Company in the Financial Services Industry is looking for Top Financial Professionals to work in a Team environment as a Investment Advisor/ Private Wealth Manager, Sales and Sales Management. Interviews next week. We are Looking for Top Producers I ...
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Customer Relationship Manager
2 days ago
the trak group Cincinnati, United StatesJob Description · Job DescriptionCustomer Relationship Manager · Join our client and be part of a dynamic team committed to excellence and employee well-being · Why you should work here: · Join a trusted advisor in employee benefits consulting, retirement planning, wealth managem ...
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Locum Physician
1 week ago
LocumJobsOnline Cincinnati, United States Full timeLocumJobsOnline is working with Healthcare Connections to find a qualified Hematology and Oncology MD in Ohio, Ohio, 45874 · About The Position · Locums Oncologist Needed in Ohio · We have a client searching for a provider available for locum tenens while they search for a perman ...
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Trust Client services Associate
1 week ago
Stock Yards Bank & Trust Cincinnati, United StatesAs a Trust Client Services Associate, your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activities and business operations. Trust experience with strong communication skills ...
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Allworth Financial Cincinnati, United StatesAllworth Financial ) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutio ...
Wealth Advisor - Cincinnati, United States - Gpac
Description
Wealth Advisor
Our dynamic financial services firm is in search of a skilled Wealth Advisor to join our team. The role requires having an established client base as you will be in charge of managing your own portfolio of clients.
Responsibilities:
Requirements:
We provide a competitive compensation package comprising salary, bonus incentives, and benefits. Continuous assistance in marketing, compliance, and operations will be given. This opportunity is perfect for an experienced Wealth Advisor aiming to maximize their current client base while receiving support with administrative functions and business growth.
To be considered, simply submit your application or reach out with your resume directly.
All qualified candidates will be contacted, no need to follow up.
All qualified candidates will receive fair consideration without discrimination based on various factors.
GPAC (Growing People and Companies) is a respected search firm specializing in connecting top professionals with various industries nationwide since 1990. We are highly competitive, client-centric, and pride ourselves on delivering effective solutions promptly.
