Wealth Management Advisor
Job in
Sharonville, Butler County, Ohio, USA
Listed on 2026-07-29
Listing for:
JCW Group
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Overview
A Cincinnati-area RIA is seeking a Wealth Advisor to join onsite five days a week north of the city. The firm is smaller and the founder/managing partner is transitioning to an owner-only role. The advisor will join on a partner track and progressively take over the founder's portfolio. There will be no need for cold outreach or prospecting.
Responsibilities- Join a partner-track path and progressively take over the founder's portfolio.
- Work onsite five days per week.
- No need for cold outreach or prospecting.
- 4-5y+ of experience as a wealth management PM/advisor/RM/planner.
- Certifications such as CFP, CFA, or CPWA are highly desirable.
- Ability to work out of the company's office five days per week.
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