Senior Wealth Advisor
About the Company
Prominent independent wealth management firm
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Senior Wealth Advisor to join its team. The successful candidate will be responsible for leading and managing relationships with high net worth and ultra-high net worth individuals and families, providing expert advice on a range of financial matters including estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, and risk management. This role also involves a focus on next-generation succession planning and a commitment to the leadership team, with an emphasis on providing high-touch service and growing the client base over time. Applicants must have a minimum of 15 years' of experience in wealth management, with a proven track record of leading client relationships in the high net worth sector. The ideal candidate will be located in the northeast Ohio area and should be prepared to play an active role in the firm's Management Committee, contributing to the oversight of the firm's operating functions. The company values a collaborative and forward-thinking culture, and the role offers the opportunity to acquire meaningful equity over time in a non-private equity-backed, highly profitable wealth management firm. Professionalism, a robust support structure, and a commitment to client service and retention are key attributes that the company seeks in its Senior Wealth Advisor.
Travel Percent
Less than 10%
Functions
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