Wealth Manager

Location: Oxford, Ohio
Company: Shoker Investments
Job Type: Full-Time
Experience Level: Mid-to-Senior Level

We are seeking a dedicated and experienced Wealth Manager to join our advisory team. In this role, you will serve as a trusted partner to high-net-worth individuals and families, guiding them through personalized financial planning and investment strategies. This is an excellent opportunity for a relationship-driven professional who values transparency, fiduciary responsibility, and long-term client success.

• Serve as the primary advisor to clients, providing comprehensive wealth management and financial planning services
• Grow our business strategically by cultivating new client relationships through referrals, networking, and community engagement
• Develop customized investment strategies in alignment with clients’ goals, risk tolerance, and time horizons
• Conduct regular portfolio reviews and proactively recommend adjustments based on market trends and client objectives
• Collaborate with internal team members on portfolio management, research, and financial planning deliverables
• Build and maintain long-term relationships through excellent service, transparency, and timely communication
• Support business development efforts by participating in client events, marketing initiatives, and outreach strategies
• Consistently and accurately manage client data and interactions using our CRM software platform, ensuring up-to-date, compliant records
• Maintain thorough documentation of client interactions, financial plans, and investment decisions in accordance with regulatory standards

• Required:
  • Active Series 65
  • Experience in financial services working with clients with a track record of success
• Preferred:
  • CFP designation
  • Ability to transition an existing book of business (preferred, but not required)
• Depth of experience working with high-net-worth or ultra-high-net-worth clients
• Mastery of various financial planning and investment software products
• Strong analytical and communication skills
• Relationship-focused with a deep commitment to serving clients’ best interests
• Organized and self-motivated with the ability to work both independently and collaboratively

• Compensation: Competitive base pay plus performance-based quarterly bonus
• 401(k): Employer matching 401(k) plan
• Time Off: Paid holidays, vacation, and personal days
• Parental Leave: Paid parental leave for all new parents
• Health & Wellness:
  • Health and dental stipend
  • Wellness stipend to support physical and mental health
• Office Culture:
  • Casual dress code in the office; professional dress for all client meetings (virtual or in-person)
  • Lunch provided once per week
  • Newly renovated working space

• Client-First Culture: Work in a true fee-only fiduciary environment with no product sales or hidden incentives
• Experienced Team: Join a collaborative firm with a 30+ year track record of client success
• Growth-Oriented: Access to ongoing professional development and career advancement opportunities
• Values-Driven: Join a firm built on integrity, transparency, and personalized service

About Shoker Investments

With over 30 years of industry experience and a client-first philosophy, Shoker Investments has built a reputation for delivering independent, fee-only investment counsel. Founded in 1990 by Randall Shoker as Shoker Investment Counsel, Inc., the firm was established on the belief that unbiased advice can only come from a compensation model free of commissions and sales incentives. By eliminating all forms of third-party compensation, we remain fully aligned with our clients’ best interests—delivering tailored strategies that support both financial security and long-term wealth goals.