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Years of Experience
Date Last Verified
ProfileAscent Client Relation Manager III The candidate will collaborate and lead client initiatives with other Ascent professionals in the areas of multi-generational wealth and financial planning, trust and fiduciary matters, business and personal tax strategies, charitable planning and business ownership succession planning. Work closely with the Managing Director, Wealth Strategy to create value-added wealth planning ideas involving tax, financial, and business matters while also incorporating delivery of our customized services in areas of family wealth stewardship, business succession planning, and financial education for client family members. BA degree in finance or accounting preferred, but consideration to other fields. JD degree and/or CPA is required. CFP degree is preferred. Should have 5+ years of experience in wealth planning, legal, or accounting environment. Broad knowledge in trust, estate, fiduciary and tax matter is needed. Must have experience working with family business owners and high-net worth families. Superior verbal and written communication skills is needed. Proven analytical, decision-making and problem-solving skills (Excel, MS Office required) is advantageous.
888 Eastgate North Dr
Cincinnati, OH 45245