Wealth Advisor – Wealth Management

The Wealth Advisor works on-site in Dayton, Ohio, to deliver an excellent client experience by overseeing financial planning, strategy development, and investment portfolio management. This role involves collaborating with the firm's ownership and team members to conduct detailed financial analysis and ensure client goals are met through regular reviews and advice-based solutions. The position requires a strong background in wealth management and financial planning to support clients in achieving their long-term objectives.