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Family Office Financial Planner - Senior Wealth Strategy

Truepoint Wealth Counsel

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. #J-18808-Ljbffr

Vacancy posted 7 hours ago
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