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Senior Wealth Advisor - Client & Planning
Job in
Canton, Stark County, Ohio, 44701, USA
Listed on 2026-01-01
Listing for:
Newrez LLC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services company in Canton, Ohio is seeking a Wealth Advisor responsible for building and maintaining client relationships. The role entails understanding clients' financial situations to tailor investment strategies. Candidates should have at least seven years of investment management experience and strong communication skills, with a focus on client satisfaction and retention. This position is suited for professionals passionate about financial planning and investment management.
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Position Requirements
10+ Years
work experience
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