Job opportunity in Ohio

Our company has a job opportunity for anyone with investment and client relationship experience in Dayton, Ohio. The position is wealth management based for a family office. CFA certification isn’t required for this! Primary responsibilities:

  • manage the delivery of professional financial and wealth advisory services to all clients and entities.

  • Understands the Family’s needs and works with others in the Family Office to best
    meet these needs.

  • Utilizes investment experience and knowledge of the strategy to enhance the overall service delivery of the office and strengthen client understanding.

  • Maintains strong client relationships

Also includes opportunity to help build the client education platform around investments and the office strategy. If interested, email

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