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Wealth Advisor: Client & Portfolio Strategy
Job in
Canton, Stark County, Ohio, 44701, USA
Listed on 2025-12-10
Listing for:
The Newburgh Group
Full Time
position Listed on 2025-12-10
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A large wealth advisory firm is seeking a Wealth Advisor in Canton, Ohio to provide exceptional client service and drive sales. The ideal candidate will have experience in financial planning, generate leads, and implement asset allocation strategies tailored to client goals. Preferred qualifications include CFA or CFP. The role offers full-time employment with competitive benefits including medical and pension plans.
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