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Senior Wealth Advisor Strategy & Client Impact
Job in
Beachwood, Cuyahoga County, Ohio, 44122, USA
Listed on 2026-01-03
Listing for:
Work180
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm is seeking a Wealth Advisor to assist high net-worth clients with their financial planning needs. The role involves supporting ad-hoc and ongoing financial management, liaising with clients' other professionals, and mentoring advisory staff. The ideal candidate has at least 10 years of wealth management experience, is detail-oriented, and possesses strong communication skills. This position offers a competitive salary and comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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