Mariner Holdings

Associate Wealth Advisor

Job Location(s) US-OH-Cincinnati
Posted Date 1 month ago(1/11/2018 11:04 AM)
Entity
RCM - RiverPoint Capital Management
# of Openings
1
Category
Wealth Management
Job Closing Date
3/19/2018

Overview

RiverPoint Capital Management, a Mariner Holdings’ Company, is a leading Cincinnati investment advisory firm, ranked #14 on Barron’s nationwide ‘‘Top 100 Independent Wealth Advisors’’ list and #1 among Ohio firms in 2016 and 2017.  As a firm, we are dedicated to meeting our clients’ comprehensive wealth management and investment needs through customized portfolio management and financial planning.  We place our clients’ interests above all else and are passionate about helping them meet their investment and financial goals.

 

RiverPoint has over $2.5 billion in assets under management for individuals, families, endowments and foundations as of June 30, 2017. The firm’s services include:

  • Investment management
  • Financial planning
  • Retirement planning

We are seeking candidates for the position of Associate Wealth Advisor in Cincinnati.  This individual will participate on a team under the leadership of a Senior Wealth Advisor, providing comprehensive wealth management to clients who are primarily employees and retirees from Procter and Gamble.  Relying on investment and financial planning knowledge, the Associate Wealth Advisor will assist in the creation of portfolio strategies and financial plans for clients, will have direct contact with clients in these and other portfolio administration duties, and will be asked to complete a variety of investment and planning-oriented projects on an as-needed basis.

Responsibilities

  • Assist Senior Wealth Advisor and team to provide comprehensive wealth management for Procter and Gamble clients
  • Review and analyze client data: investment portfolios, trusts, wills, tax returns and financial plans
  • Prepare analytical reports for customized client reviews
  • Prepare customized comprehensive financial plans and investment portfolios
  • Work with other departments to ensure accuracy of client information
  • Assist in retaining and building client relationships

Qualifications

  • Approximately 2-3 years of prior experience in investments, financial planning, accounting, or in a University program with this focus
  • Bachelor’s degree (prefer finance or related field)
  • Good understanding of financial services industry, especially wealth management, investment management and financial planning
  • Previous experience with high–net-worth clients/families is preferred
  • Excellent administrative and organization skills, as well as attention to detail
  • A positive attitude and high energy level
  • Ability to adeptly manage multiple tasks and shifting priorities
  • Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills
  • Additional education and credentials are a plus, such as MBA, CPA, and work towards, or completion of, the CFP or CFA designation

 

We welcome your interest in being a part of the RiverPoint team.   We offer our associates an innovative and challenging place to work with camaraderie and teamwork.  We are a growth-oriented, entrepreneurial culture that respects people and values talent, experience and ambition.

 

EOE/M/F/D/V

 

Barron’s specifically awarded both rankings to the Chairman of RiverPoint Capital Management, Valerie Newell. The rankings are based on the quality of the advisors’ practice, assets under management and revenues. The ranking is not indicative of future performance.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed