6 Wealth Advisor Associate Jobs in Cincinnati, OH
Truepoint Wealth Counsel is Hiring a Wealth Advisor Associate Near Cincinnati, OH
- Provide support to advisors and clients to consistently deliver an efficient and superior client experience.
- Communicate with clients regarding service requests, account maintenance, and meeting follow-up items.
- Execute special projects and problem-solve issues for clients, advisors, and specialist teams.
- Work with advisors and specialist teams in preparation for client meetings and follow-up from client meetings.
- Gather client data and coordinate with advisors and specialists.
- Demonstrate proactivity, critical thinking, and problem-solving abilities to support advisors and clients in both day-to-day activities and special delegated projects.
- Provide support in the development, training, and onboarding of new (WAA) team members.
- Work alongside advisors and client service team to continuously improve processes and create efficiencies.
- Provide timely responses to client emails and phone calls while the advisor is unavailable.
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.
- Strong academic track record, including the achievement of a bachelor’s degree.
- CFP designation preferred or similar relevant experience (3-5 years).
- 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.
- Ability to be flexible and work on different matters each day.
- Self-motivated to work both collaboratively and autonomously.
- Demonstrate initiative to grow both personally and professionally as our industry and firm change.
- Prolonged periods of working on a computer and occasional periods sitting.
- May have to lift up to 15 pounds.
- Minimal travel required. Frequent attendance at internal meetings required.
- Occasional attendance at meeting with outside partners.
- Travel outside the region may be required for business and/or professional development.
Job Summary
Full Time
Investment Management
$68k-101k (estimate)
01/18/2024
05/12/2024
truepointwealth.com
BLUE ASH, OH
50 - 100
1990
Private
MICHAEL J CHASNOFF
$10M - $50M
Investment Management
Related Companies
About Truepoint Wealth Counsel
Truepoint offers wealth management services.
The job skills required for Wealth Advisor Associate include Client Service, Initiative, Client Relationship, Leadership, Problem Solving, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Advisor Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Advisor Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Advisor Associate positions, which can be used as a reference in future career path planning. As a Wealth Advisor Associate, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Advisor Associate. You can explore the career advancement for a Wealth Advisor Associate below and select your interested title to get hiring information.
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