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Wealth Advisor / Portfolio Manager

Cincinnati, Ohio
Commensurate with experience - $200,000 +, profit sharing and path to Partnership
Closing date
Aug 2, 2024

The Private Wealth Management Group at StevenDouglas is seeking Wealth Advisor/PM as part of a succession plan for a $8 Billion RIA. Position can sit in Cincinnati, Ohio or Chicago, Illinois. The firm has two Advisors on each client relationship; one planning focused and the other an investment/portfolio specialist. We are seeking the investment/portfolio focused, client facing Wealth Advisor to take on these relationships. Roughly 10+ years of experience, CFA is highly preferred. 

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