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Weekend Wealth Management Jobs in Ohio (NOW HIRING)

HORAN Wealth

Wealth Advisor

Cincinnati, OH

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ... Client Relationship Management: * Build and maintain strong relationships with clients by providing ...

U.S. Bank

Wealth Management Advisor

Columbus, OH · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Cincinnati, OH

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor

Columbus, OH

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

Bank of America

Wealth Management Client Associate

Canfield, OH · On-site

$12.25 - $16.75/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

PNC Bank

Wealth Advisor - PNC Wealth Management

Elyria, OH · On-site

$63K - $127K/yr

As a Wealth Advisor in PNC Wealth Management, you will be based in Northeast Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

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PNC Bank

Wealth Advisor - PNC Wealth Management

Euclid, OH · On-site

$63K - $127K/yr

As a Wealth Advisor in PNC Wealth Management, you will be based in Northeast Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Lorain, OH · On-site

$63K - $127K/yr

As a Wealth Advisor in PNC Wealth Management, you will be based in Northeast Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Akron, OH · On-site

$63K - $127K/yr

As a Wealth Advisor in PNC Wealth Management, you will be based in Northeast Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Toledo, OH · On-site

$63K - $106K/yr

As a Wealth Advisor in PNC Wealth Management, you will be based in Northwest Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Ohio

Weekend Wealth Management information

What is the difference between Weekend Wealth Management vs Financial Advisor?

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

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The most popular types of Wealth Management jobs in Ohio are:

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For Weekend Wealth Management jobs in Ohio, the most frequently searched job titles are:

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Weekend Wealth Management jobs near you

Wealth Advisor

HORAN Wealth

Cincinnati, OH

Full-time, Part-time

Medical, Life, Retirement, PTO

Re-posted 14 hours ago

Job description

Job Title: Wealth Advisor Full or Part Time: Full-Time
Department: HORAN Wealth FLSA Status: Exempt
Position Reports To: Vice President, Wealth Advisor
Position Summary:
HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future.
As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth.
Core Responsibilities:
  1. Client Relationship Management:
    • Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
    • Serve as the primary point of contact and trusted advisor for clients' financial needs.
  2. Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
    • Develop personalized financial plans based on clients' goals and objectives.
  3. Investment Management:
  • Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
  • Monitor and adjust portfolios as needed to optimize performance.
  1. Insurance and Risk Management:
  • Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
  1. Client Education:
  • Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
  1. Compliance and Ethics:
  • Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
  1. Business Development:
  • Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
  • Bachelor’s degree in Finance, Economics, Business Administration, or related field.
  • Previous experience in financial services or wealth management preferred.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Excellent interpersonal and communication skills, with a client-focused mindset.
  • Detail-oriented with the ability to multitask and prioritize tasks effectively.
  • Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional development and career advancement within the firm.
  • Collaborative and supportive work environment with a focus on work-life balance.
HORAN History:
Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group.
Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more.
How to Apply:
If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or www.horanwealth.com/careers and click on the job title to apply, or email jobs@horanwealth.com if you have any questions.
We look forward to hearing from you!

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