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Strategic Wealth Advisor II — Client & Planning
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-02-28
Listing for:
First Financial Bank
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial institution in Ohio is seeking a Wealth Advisor II to act as the primary point of contact with Wealth clients. The role involves developing and maintaining client relationships, building tailored investment strategies, and conducting annual reviews. Candidates should have five years of investment management experience and strong communication skills. Relevant educational qualifications such as a Bachelor's degree in Business or finance-related field are preferred.
Competitive pay and benefits are offered.
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