Funds And Trusts Jobs in Cincinnati, OH

Location:301 East Fourth Street - Cincinnati Ohio 45202JOB BRIEF (PURPOSE) Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM Serves as the primary point of contact for internal and external referrals for FW prospects Has a command of the Family Wealth va...

Job Title: Wealth Advisor Full or Part Time: Full-TimeDepartment: HORAN Wealth FLSA Status: ExemptPosition Reports To: Vice President Wealth AdvisorPosition Summary:HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to i...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...

Skills & ExperienceEducation: Bachelors degree or equivalent skills and work experienceLicensing: State Life & Health SIE Series 7 Series 66Personal Attributes: values-driven with a track record of success and accomplishmentCommunication Skills: excellent interpersonal and communication abilities wi...

The Principal Wealth Advisor serves as a key relationship manager ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The...