Commas Financial Advisor

Truepoint Wealth Counsel • Cincinnati, OH

9h • Hybrid

About The Position

The Commas Financial Advisor is a CFP® professional who owns and leads a defined group of client relationships. This is a hands-on, client-facing role. You are responsible for guiding clients through financial decisions, leading meetings, and ensuring consistent follow-through across planning, investments, and ongoing service. Commas helps high-earning professionals and young families bring clarity and confidence to their growing financial lives. The work often centers around real-world decisions like managing cash flow, navigating equity compensation, and planning for the future while still in the accumulation phase. This role is best suited for someone who enjoys building relationships, can stay organized across a meaningful number of client interactions, and takes pride in delivering a high level of service over time. Commas is built for people who are doing well financially but want to be more intentional with their money. We help clients get organized, make better decisions, and feel confident about where they’re headed. Behind the scenes, we’ve built systems and internal tools that support advisors and create a more consistent client experience. The goal is to make it easier to deliver high-quality advice in a structured and efficient way. We’re continuing to invest in how we operate, and advisors at Commas are part of that evolution.

Requirements

• CERTIFIED FINANCIAL PLANNER™ designation required.
• Passion for delivering fiduciary guidance and financial education to individuals and families.
• Ability to manage multiple client relationships with consistency and attention to detail
• Strong communication skills and the ability to simplify financial concepts
• A client-first mindset focused on long-term relationships
• Comfort operating in a structured, systems-driven environment
• Willingness to contribute to a growing and evolving team
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Responsibilities

• Lead and manage a defined set of client relationships
• Conduct discovery and ongoing planning meetings
• Deliver advice across cash flow, investing, tax considerations, and long-term planning
• Provide guidance during periods of uncertainty or market volatility
• Own client communication, follow-up, and service requests
• Maintain strong organization across all client interactions
• Contribute to team initiatives and process improvements where appropriate
• Support firm growth through small but consistent actions (introductions, sharing content, etc.)

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 11-50 employees