Artemis Staffing
Overview
Now Hiring: Financial Advisor Artemis Staffing is proud to partner with a leading
investment management firm
to identify an experienced
Financial Advisor
to join their team. This is a high-impact role serving as a
primary point of contact and trusted advisor
for high-net-worth individuals, families, and business owners. In this role, you will design, implement, and manage sophisticated strategies in
financial planning, investment, tax, estate, and legacy transfer , while delivering a seamless and personalized client experience. What You’ll Do
Serve as the primary relationship manager for an assigned portfolio of clients. Lead the development and execution of comprehensive financial strategies (investment, tax, estate, philanthropic, succession planning). Analyze financial statements, tax returns, and estate documents to identify risks and opportunities. Present recommendations with clarity and confidence to ensure alignment with client goals. Partner with internal planning, investment, and operations teams, as well as outside professionals (CPAs, attorneys, trustees). Stay informed on industry, tax, and regulatory changes to proactively adjust client strategies. Drive accountability on plan execution by monitoring progress and ensuring timely follow-through. Represent the firm in client meetings, board presentations, and industry events. Mentor junior team members and contribute to the refinement of planning processes. What We’re Looking For
Bachelor’s degree in Finance, Economics, or related field (required). Advanced credentials preferred:
CFP, CPA, CFA, or JD
(or willingness to pursue). 7+ years of experience in wealth management, private banking, or financial planning. Proven expertise in
income tax, estate and gift tax, trust structures, and investment planning . Strong executive presence with exceptional interpersonal and communication skills. Experience managing complex client relationships and providing proactive, solutions-driven advice. Familiarity with platforms such as
eMoney, Holistiplan, and CRM systems
preferred. Client-first mindset, detail-oriented, and highly organized. What the Client Offers
Salary Range:
$130,000/yr - $150,000/yr (based on experience) + 20% bonus PTO:
3 weeks of vacation along with major holidays Retirement Match:
401k match up to 10% Health Benefits:
100% paid for by the company Sick Time:
Generous sick time with flexibility Flexible Fridays:
during summer months off by 12pm and 4pm the rest of the year Join Us
If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Staffing. Your future awaits in the vibrant city of Cincinnati, where professional success and personal fulfillment converge! Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Strategy/Planning, and Sales Industries: Financial Services and Business Consulting and Services Get notified about new Financial Planner jobs in
Cincinnati Metropolitan Area .
#J-18808-Ljbffr
Now Hiring: Financial Advisor Artemis Staffing is proud to partner with a leading
investment management firm
to identify an experienced
Financial Advisor
to join their team. This is a high-impact role serving as a
primary point of contact and trusted advisor
for high-net-worth individuals, families, and business owners. In this role, you will design, implement, and manage sophisticated strategies in
financial planning, investment, tax, estate, and legacy transfer , while delivering a seamless and personalized client experience. What You’ll Do
Serve as the primary relationship manager for an assigned portfolio of clients. Lead the development and execution of comprehensive financial strategies (investment, tax, estate, philanthropic, succession planning). Analyze financial statements, tax returns, and estate documents to identify risks and opportunities. Present recommendations with clarity and confidence to ensure alignment with client goals. Partner with internal planning, investment, and operations teams, as well as outside professionals (CPAs, attorneys, trustees). Stay informed on industry, tax, and regulatory changes to proactively adjust client strategies. Drive accountability on plan execution by monitoring progress and ensuring timely follow-through. Represent the firm in client meetings, board presentations, and industry events. Mentor junior team members and contribute to the refinement of planning processes. What We’re Looking For
Bachelor’s degree in Finance, Economics, or related field (required). Advanced credentials preferred:
CFP, CPA, CFA, or JD
(or willingness to pursue). 7+ years of experience in wealth management, private banking, or financial planning. Proven expertise in
income tax, estate and gift tax, trust structures, and investment planning . Strong executive presence with exceptional interpersonal and communication skills. Experience managing complex client relationships and providing proactive, solutions-driven advice. Familiarity with platforms such as
eMoney, Holistiplan, and CRM systems
preferred. Client-first mindset, detail-oriented, and highly organized. What the Client Offers
Salary Range:
$130,000/yr - $150,000/yr (based on experience) + 20% bonus PTO:
3 weeks of vacation along with major holidays Retirement Match:
401k match up to 10% Health Benefits:
100% paid for by the company Sick Time:
Generous sick time with flexibility Flexible Fridays:
during summer months off by 12pm and 4pm the rest of the year Join Us
If you're ready to embark on a fulfilling journey with a supportive team dedicated to excellence and work-life balance, apply now to become part of our growing family at Artemis Staffing. Your future awaits in the vibrant city of Cincinnati, where professional success and personal fulfillment converge! Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Strategy/Planning, and Sales Industries: Financial Services and Business Consulting and Services Get notified about new Financial Planner jobs in
Cincinnati Metropolitan Area .
#J-18808-Ljbffr