Senior Wealth Advisor

Senior Wealth Advisor focused on succession planning and high-touch service for high net worth and ultra-high net worth clients (10M-150M+). Lead and manage relationships, advise on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, and risk management within a Family Office framework. Play an active role on the Management Committee overseeing operating functions; includes opportunity to acquire meaningful equity over time in a profitable, independent wealth-management firm. Located in northeast Ohio (Cleveland area) with a collaborative culture and strong client service/retention track record. 15+ years of wealth management experience required.