Wealth Advisor

Culture On Camera•Dayton, OH

2d•Onsite

About The Position

Culture On Camera has been exclusively retained to lead a confidential search for a Wealth Advisor on behalf of a fee-only, client-centered financial planning firm committed to providing thoughtful, conflict-free advice. They serve families with meaningful wealth who value clarity, trust, and long-term relationships. The team works collaboratively to deliver comprehensive planning and investment guidance that is grounded in real life, not just spreadsheets. Candidates must have the CFP® certification or actively pursuing it to be considered.

Requirements

5+ years of experience in financial services, preferably in a planning-focused role
Bachelor’s degree required
Solid understanding of core planning areas: retirement, tax, investments, insurance, estate
Comfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity)
Strong communication, writing, and organizational skills
Someone who likes improving systems and isn’t afraid to ask, “Why this way?”
Someone who can take lead on client relationships within six months to a year

Nice To Haves

Series 65 or 66 (preferred)
CFP® certification is preferred (or actively pursuing it)

Responsibilities

Develop comprehensive financial plans, investment analysis, and client meeting prep to quickly take on client relationships as lead advisor.
Contribute and build on their career.
Financial plan development, meeting prep, follow-up, and overall relationship management.
Host client meetings, take notes, and help execute next steps alongside team members.
Build and maintain financial planning deliverables (retirement projections, tax summaries, estate flowcharts, etc.).
Coordinate with custodians, CPAs, attorneys, and other professionals.
Help manage and maintain internal workflows and client service standards.
Conduct investment research and assist in portfolio implementation through our firm’s investment committee.
Stay abreast of policy changes and planning strategies through our financial planning committee.
Contribute to improving internal systems, templates, and client experience.