Family Office Financial Planner

Truepoint Wealth Counsel • Cincinnati, OH

4h • Hybrid

About The Position

The Family Office Financial Planner works directly with family office clients, focusing on the development of financial planning analysis and recommendations. This role requires the ability to distill complex financial concepts into clear, actionable advice and to collaborate closely with wealth advisors and specialists to deliver seamless, integrated solutions. The planner also shares responsibility for the direction, training, and development of associate team members and contributes to the successful completion of strategic initiatives at both the team and firmwide levels.

Requirements

• Strong academic track record, including the achievement of a bachelor’s or advanced degree.
• 3+ years of client-facing experience in the financial services industry.
• Certified Financial Planner designation required.
• A positive, client-centric mindset with the initiative and drive to exceed expectations.
• Ability to coordinate across teams and manage internal processes, with a high attention to detail.
• Self-motivated to work both collaboratively and autonomously.
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Nice To Haves

• Life Planning experience

Responsibilities

• Deliver expert financial planning analysis and guidance to family office clients; conduct comprehensive reviews including retirement income planning, wealth accumulation and transfer strategies, college funding analysis, etc.
• Incorporate Life Planning philosophy into financial planning approach.
• Interpret complex financial planning strategies and deliver easy-to-understand summaries for clients.
• Work cohesively with wealth advisors and specialist teams to seamlessly deliver integrated financial guidance.
• Effectively utilize other team resources to improve productivity.
• Contribute to firm-wide development and implementation of financial planning services.
• Demonstrate strategic perspective and contribute to the completion of team initiatives.
• Exercise independent judgment to lead special projects, identify and resolve issues using critical thinking, and make informed decisions that foster team confidence and trust.
• Exhibit expertise in core responsibilities and key technology platforms, serving as a go-to resource for team members.

What This Job Offers

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