Associate Wealth Advisor - Path to Lead Advisor
Benchmark Wealth
Benchmark Wealth in Cincinnati seeks an experienced Associate Wealth Advisor to manage client relationships and lead financial planning initiatives. You will own deliverables, work with our operations team to meet service standards, and contribute to multi-disciplinary planning for high-net-worth clients. You will build comprehensive plans (cash flow, taxes, risk, wealth transfer) and oversee investment management using Tamarac and custodial platforms, while collaborating with CPAs and estate #J-18808-Ljbffr Benchmark Wealth
Vacancy posted 1 day ago
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