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Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

WealthBridge Financial Group

Experienced Financial Advisor - Confidential Move Conversation

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Financial Advisor - Veteran Transition Program (Ky)

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

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. ·Bachelor's degree required; advanced degree preferred or significant related experience within private bank, and/or wealth management industry working with high net worth clients.

Fifth Third Bank

Associate Wealth Management Advisor

Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Financial Engines

Associate Financial Planner

Edelman Financial Engines LLC

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YEAR

This role oversees staff performance, operational effectiveness, and process improvement while leading the strategic vision for service operations, aligning priorities, improving efficiency, and supporting a differentiated client experience. Provides oversight of core client service workflows, including new account openings, transfers, money movements, custodial paperwork, and ongoing client service activities.

Bartlett Wealth Management

Director, Client Services (Wealth Management)

Workable

Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Edelman Financial Engines

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We’re looking for a motivated, early-career sales person to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.

Luma Financial Technologies

Entry-Level Sales Associate

FULL_TIME

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. About Rockefeller Capital Management: Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.

Rockefeller Capital Management

Regional Supervision Manager

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Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 37 markets throughout the United States, as well as an office in London. 3-5 years in the securities industry; experience in supervisory control functions, account monitoring / surveillance, supervision, sales practices, and regulatory compliance highly desirable.

Regional Supervision Associate

We’re looking for an energetic salesperson to join our team in Cincinnati to help manage and grow relationships with registered investment advisors (RIAs). This role is ideal for someone with a finance or insurance background who enjoys building relationships, driving business, and thrives in a fast-paced, opportunity-rich environment.

Sales Associate

HCM WEALTH ADVISORS & CPAs Client Service Associate — Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. We are a digital-forward firm, and this role plays a key part in keeping client paperwork, digital forms, and tax documents moving through an efficient, largely paperless workflow.

HCM Wealth Advisors & CPAs

Client Services Associate

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Client Services Specialist

OTHER

The Senior Wealth Planner is a critical member of Allworth’s Wealth Planning Team, responsible for delivering customized, technically sophisticated planning solutions for high-net-worth and ultra-high net worth clients and families. This role requires deep experience in estate planning, advanced tax strategies, and multigenerational wealth planning, and wealth stewardship along with the ability to navigate complex family, business, philanthropic, and liquidity planning needs.

Allworth Financial

Senior Wealth Planner

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As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Cerity Partners LLC

Tax Principal

Additionally, they will explain strategy rationale and risk and reward in plain language to advisors and clients, maintain accurate position records and supporting models, and cross-train with the team to provide depth and continuity across the organization. This person’s equity trading role includes being part of Allworth's in-house equity team and will have discretion and decision-making authority related to trading and rebalancing modeled client portfolios.

Options Specialist and Equity Trader

Works independently as primary point of contact and support on assigned custody account relationships (more complex and/or higher risk) which include monitoring, reviewing and balancing account activities involving Global and Domestic cash flows,foreign exchanges, income repatriation, physical security handling, overdraft and failed trade resolution and account maintenance to internal system records. GENERAL FUNCTION: In an area of high dollar volume, client sophistication and trust, and high client expectations, accountable for support for Relationship Manager on assigned group of custody accounts (more complex and/or higher risk - under general supervision).

Institutional Account Administrator II

While we may not currently have an opening that aligns with your background, we are always interested in connecting with talented individuals who are passionate about investments and working with clients, and interested in becoming trusted advisors. We partner with a client base consisting primarily of institutional, non-profit organizations to manage investment programs designed to make an impact today and for generations to come.

Fund Evaluation Group LLC

TALENT COMMUNITY: Advisory

Bartlett Wealth Management is seeking a Director, Client Attraction to lead the firm's growth strategy across all geographies/markets, translating firm priorities into coordinated execution across marketing, business development, referrals, external professional partnerships, events, vendors, and digital channels. This role strengthens market presence, builds disciplined growth processes, and supports sustainable growth in new client relationships and assets under management.

Investment Advisor Jobs in Cincinnati, OH

Experienced Financial Advisor - Confidential Move Conversation WealthBridge Financial Group

Financial Advisor - Veteran Transition Program (Ky) WealthBridge Financial Group

Financial Advisor - Kentucky (Career Changer / New To Industry) WealthBridge Financial Group

Associate Wealth Management Advisor Fifth Third Bank

Associate Financial Planner Financial Engines

Associate Financial Planner Edelman Financial Engines LLC

Director, Client Services (Wealth Management) Bartlett Wealth Management

Associate Financial Planner Edelman Financial Engines

Entry-Level Sales Associate Luma Financial Technologies

Regional Supervision Manager Rockefeller Capital Management

Regional Supervision Associate Rockefeller Capital Management

Sales Associate Luma Financial Technologies

Client Services Associate HCM Wealth Advisors & CPAs

Client Services Specialist Cetera Financial Group Inc

Senior Wealth Planner Allworth Financial

Tax Principal Cerity Partners LLC

Options Specialist and Equity Trader Allworth Financial

Institutional Account Administrator II Fifth Third Bank

TALENT COMMUNITY: Advisory Fund Evaluation Group LLC

Director, Client Attraction (Wealth Management) Bartlett Wealth Management

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