Associate Wealth Advisor — Client & Planning
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Hixon Zuercher Capital Management in Findlay, Ohio, is seeking an energetic Associate Wealth Advisor (AWA) to support client relationships, financial planning, and business development. The role emphasizes discretion, organization, and teamwork within a fast-paced wealth management firm.
The AWA will handle client meetings, prepare projections, and collaborate with Senior Advisors. A Bachelor’s degree and CFP® consideration are required, with strong Office skills and a proactive attitude
This role, Associate Wealth Advisor — Client Growth & Planning at Hixon Zuercher, LLC, could be your next career step.
The Associate Wealth Advisor — Client Growth & Planning role at Hixon Zuercher, LLC is now open for applications in Findlay, OH, United States.
Join us at Hixon Zuercher, LLC as our next Associate Wealth Advisor — Client Growth & Planning in Findlay, OH, United States.
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