Lead client financial planning and advisory relationships by developing financial plans, investment strategies, cash flow projections, insurance solutions, retirement strategies, estate and tax recommendations. Build and maintain client relationships, onboard new clients through referrals and networks, support ultra-high-net-worth clients, collaborate with advisors and specialists, and pursue CFP® education and continuing professional development.

Lead financial planning and investment advisory relationships for existing and new clients. Develop comprehensive financial plans covering investments, retirement, cash flow, insurance, estate, and tax strategies. Build client relationships, support ultra-high-net-worth clients, generate referrals, pursue CFP education, and collaborate on firm initiatives. The role is based in Gallipolis, Ohio, with a hybrid work environment depending on tenure and responsibilities.