Top 40 Investment consultant Jobs in Cincinnati Oh

Associate Wealth Advisor (AWA)
Mariner Wealth Advisors —Cincinnati, OH
- $75,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
5d
Private Wealth Advisor
WealthBridge Financial Group —Blue Ash, OH
- $125,000 - $185,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Planning Consultant - Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Customer service
- Office
- Residential
Registered Investment Advisor
WealthBridge Financial Group —Cincinnati, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
14d
Career-Transition Partnership - For Advisors Approaching Reduced Production (Nor
WealthBridge Financial Group —Park Hills, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
1d
Senior Ventures Consultant
Cincinnati Children's Hospital —Cincinnati, OH
- $100,526.40 - $130,686.40 a year
- Full-time
- 7 years
- Office
- Residential
12d
Career-Transition Partnership - For Advisors Approaching Reduced Production
WealthBridge Financial Group —Covington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
1d
Wealth Advisor II
First Financial Bank —Cincinnati, OH
- $74,000 - $100,000 a year
- Full-time
- Business development
- Bachelor's degree
- Senior level
- Paid training
Financial Advisor - Kentucky (Career Changer / New to Industry)
WealthBridge Financial Group —Covington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
17h
Investment Banking Consultant
Accenture —Cincinnati, OH
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Investment Advisor III
PNC Financial Services Group —Cincinnati, OH
- $112,000 - $208,000 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Senior Philanthropic Advisor
U.S. Bank National Association —Cincinnati, OH
- $126,820 - $164,120 a year
- Full-time
- CPA
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
Data Consultant, Stock Plan Project Manager
Fidelity Investments —Covington, KY
- $89,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Loan repayment program
- Health insurance
Experienced Financial Advisor - Confidential Move Conversation
WealthBridge Financial Group —Covington, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
17h
Experienced Financial Advisor - Independent Platform, Full Book Portability
WealthBridge Financial Group —Park Hills, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
17h
Apartment Community - Leasing Consultant
Monarch Investment and Management Group —Cincinnati, OH
- $16 - $18 an hour
- Full-time
- Sales
- Computer literacy
- Computer skills
- Paid holidays
- Disability insurance
Quick Apply
5d
Aviation Financial Consultant
Landrum & Brown —Cincinnati, OH
- Full-time
- Hybrid work
- Mid-level
- Finance
- Databases
- Disability insurance
- Health insurance
Financial Advisor - Veteran Transition Program (KY)
WealthBridge Financial Group —Park Hills, KY
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
17h
Enterprise AI Value Strategy Consultant
Accenture —Cincinnati, OH
- $59,100 - $205,800 a year
- Full-time
- English
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
Entry Level – Financial Advisor - Cincinnati (OH) Lexington, Louisville (KY)
Equitable Advisors —Cincinnati, OH
- $24,000 a year
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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investment consultant jobs near cincinnati oh

Associate Wealth Advisor (AWA)

Mariner Wealth Advisors -
Cincinnati, OH

Apply Now

Job Details

Full-time
$75,000 - $100,000 a year
5 days ago

Qualifications

Research

Full Job Description

Location

Cincinnati, OH

Address

Cincinnati, Ohio

Employment Type

Full time

Location Type

On-site

Department

Wealth

Compensation

$75K – $100K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.

Responsibilities

Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
Critical in supporting, retaining and building meaningful client relationships
Participate in the sales process in partnership with team to build new client relationships
Actively develop skills in various software programs for investment and financial planning

Qualifications

Bachelor’s degree (degrees in finance or related field are a plus)
2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
CFP designation or Series 65 required

Skills & Knowledge

Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients/families is preferred
Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $75K - $100K

Apply Now

Refine Your Search

investment consultant jobs in cincinnati oh

Associate Wealth Advisor (AWA)

Private Wealth Advisor

Financial Planning Consultant - Covington, KY

Registered Investment Advisor

Career-Transition Partnership - For Advisors Approaching Reduced Production (Nor

Senior Ventures Consultant

Career-Transition Partnership - For Advisors Approaching Reduced Production

Wealth Advisor II

Financial Advisor - Kentucky (Career Changer / New to Industry)

Investment Banking Consultant

Investment Advisor III

Senior Philanthropic Advisor

Data Consultant, Stock Plan Project Manager

Experienced Financial Advisor - Confidential Move Conversation

Experienced Financial Advisor - Independent Platform, Full Book Portability

Apartment Community - Leasing Consultant

Aviation Financial Consultant

Financial Advisor - Veteran Transition Program (KY)

Enterprise AI Value Strategy Consultant

Entry Level – Financial Advisor - Cincinnati (OH) Lexington, Louisville (KY)

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