Pay Growth
?
out of 5
Not enough data
Not enough info to score pay or growth
Wealth Advisor
Job
Culture On Camera
Dayton, OH (In Person)
Full-Time
Review key factors to help you decide if the role fits your goals.
Job Security
?
out of 5
Not enough data
Calculating job security score...
Total Score
78
out of 100
Average of individual scores
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Wealth Advisor Culture On Camera Dayton, OH Job Details Full-time 3 hours ago Benefits Health insurance 401(k) 5% Match 401(k) matching Qualifications Financial planning software Customer relationship building Writing skills Investment management software Process improvement Research Income tax planning Bachelor's degree Investment client management Practicing in the securities industry Estate planning Retirement planning advisory services Cross-functional communication Full Job Description Culture On Camera has been exclusively retained to lead a confidential search for a Wealth Advisor on behalf of a fee-only, client-centered financial planning firm committed to providing thoughtful, conflict-free advice. They serve families with meaningful wealth who value clarity, trust, and long-term relationships. The team works collaboratively to deliver comprehensive planning and investment guidance that is grounded in real life, not just spreadsheets. Candidates must have the CFP® certification or actively pursuing it to be considered. The Work You'll develop comprehensive financial plans, investment analysis, and client meeting prep to quickly take on client relationships as lead advisor. We're looking for someone who wants to contribute and build on their career, not just "put in time." What You'll Do Financial plan development, meeting prep, follow-up, and overall relationship management Host client meetings, take notes, and help execute next steps alongside team members Build and maintain financial planning deliverables (retirement projections, tax summaries, estate flowcharts, etc.) Coordinate with custodians, CPAs, attorneys, and other professionals Help manage and maintain internal workflows and client service standards Conduct investment research and assist in portfolio implementation through our firm's investment committee Stay abreast of policy changes and planning strategies through our financial planning committee Contribute to improving internal systems, templates, and client experience How You'll Operate This role is in office 5 days per week. Compensation Initial Salary Floor with % Revenue Payout Structure Once Payout Exceeds Floor (Sky is the limit) Confidentiality This search is being conducted on a strictly confidential basis. Your information will not be shared with the client without your explicit consent. Requirements 5+ years of experience in financial services, preferably in a planning-focused role Bachelor's degree required Series 65 or 66 (preferred) CFP® certification is preferred (or actively pursuing it) Solid understanding of core planning areas: retirement, tax, investments, insurance, estate Comfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity) Strong communication, writing, and organizational skills Someone who likes improving systems and isn't afraid to ask, "Why this way?" Someone who can take lead on client relationships within six months to a year Benefits 401(k) with 5% Safe Harbor company match Health benefits