Mariner Holdings

Wealth Advisor

Job Location(s) US-OH-Cincinnati
Posted Date 2 weeks ago(3/8/2018 9:59 AM)
RCM - RiverPoint Capital Management
# of Openings
Wealth Management
Job Closing Date


RiverPoint Capital Management, a Mariner Holdings’ Company, is a leading Cincinnati investment advisory firm, ranked #20 on Barron’s nationwide ‘‘Top 100’’ 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 Wealth Advisor in Cincinnati.  This individual will lead the emerging affluent line of business under the leadership of a Senior Wealth Advisor to provide comprehensive wealth management to clients.  Relying on investment and financial planning knowledge, the 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  planning-oriented projects on an as-needed basis.


  • Provide comprehensive wealth management for emerging affluent clients
  • Review and analyze client data: trusts, wills, tax returns and financial plans
  • Prepare analytical reports for customized client reviews
  • Prepare customized comprehensive financial plans
  • Work with other departments to ensure accuracy of client information
  • Assist in retaining and building client relationships


  • Approximately 4-8 years of prior experience in, financial planning, accounting, or other capacity that has provided relevant experience
  • Bachelor’s degree (prefer finance or related field)
  • Strong 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.




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