About this role
Commas Financial Advisor at Truepoint Wealth Counsel. Location: Cincinnati, Ohio, United States. Role: Lead relationships, Conduct meetings, Deliver advice Requirements: CFP designation required; fiduciary guidance; manage multiple client relationships; strong communication; structured, systems-driven environment. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning Software, CRM, Microsoft Office Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English