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Financial Advisor Financial Consultant

Family Office Financial Planner - Senior Wealth Strategy

Remote / Online - Candidates ideally in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Truepoint Wealth Counsel, LLC
Remote/Work from Home position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Truepoint Wealth Counsel, LLC is seeking a Family Office Financial Planner in Cincinnati, Ohio. The role involves delivering expert financial planning analysis to family office clients, collaborating with wealth advisors, and leading special projects. Candidates should have at least 3 years of client-facing experience in financial services and a relevant degree. A collaborative mindset and attention to detail are essential.

The company supports a hybrid work environment, ensuring a balance between in-office and remote work.
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Position Requirements
10+ Years work experience
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