Strategic Financial Planner & Client Advisor
Truepoint Wealth Counsel
A financial services firm in Cincinnati is seeking a Financial Planner to deliver expert financial planning analysis and guidance to clients. The ideal candidate will collaborate closely with wealth advisors and specialists, manage client relationships, and work on strategic initiatives. A bachelor's degree and 3+ years of experience in the financial services industry are required. A commitment to teamwork and client service excellence is essential. This position offers a hybrid work environment, emphasizing a strong team culture. #J-18808-Ljbffr
Vacancy posted 14 hours ago
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