Senior Wealth Advisor
$120,000–$150,000 year
On-site · North Canton, Ohio, United States
Job Summary
The Senior Wealth Advisor role is designed for experienced professionals focused on acquiring and managing high-net-worth clients. Key responsibilities include delivering personalized financial solutions, overseeing client relationship development and retention, leading comprehensive planning discussions, and collaborating with professional advisors. Candidates should have over 10 years of relevant experience, a preferred Bachelor’s degree in Accounting or Finance, and certification as a Certified Financial Planner (CFP). Strong communication, organizational skills, and a deep understanding of financial planning concepts are essential.
Required Qualifications
- 10+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Certified Financial Planner (CFP)
Desired Qualifications
- Investment management, third party certification or licensing by relevant agency or association
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