Wealth Advisor

Wealth Advisor – Truepoint Wealth Counsel

Join to apply for the Wealth Advisor role at Truepoint Wealth Counsel.

Wealth Advisor Job Profile

The Wealth Advisor serves as the primary point of contact for clients and is responsible for the overall management of the client relationship. The role focuses on managing and enhancing complex client relationships by ensuring exceptional service delivery, effective communication, and timely resolution of issues. In this position, Wealth Advisors partner with internal teams to support prospective client onboarding and drive firm growth through client referrals and strategic outreach.

• 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

• Work closely with prospect liaisons to develop and onboard prospective clients

• Build and strengthen client relationships through day-to-day and out-of-office activities via firm events, travel, etcli>
• Share expertise by contributing to the development of client and public-facing content
• Increase awareness of the firm via community and social media opportunities
• Assist in and potentially lead the completion of strategic initiatives and projects

• We are a team: dependable and collaborative, proactively stepping up and pitching in to help our teammates grow and succeed.
• We are good people: humble, genuine, compassionate, open-minded, positive, and fun to be around.
• We put forth relentless effort: can‑do spirit, initiative, problem solving, go above and beyond, continually improve.
• We serve others: listen first, build relationships, anticipate needs, take ownership, resolve issues, exceed expectations.

• Strong academic track record, including the achievement of a bachelor’s or advanced degree.
• Industry designation preferred: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, or Certified Public Accountant.
• 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 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 personally and professionally as 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 meetings with outside partners.
• Travel outside the region may be required for business and/or professional development.
• In a hybrid work environment, the company reserves the right to modify in‑office attendance requirements at its discretion based on business needs.