Senior Wealth Advisor High-Net-Worth Clients
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-16
Listing for:
NFP Corp
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Cleveland is seeking a Wealth Advisor to assist high net-worth clients with financial planning and investment management. The ideal candidate will have a minimum of 10 years of wealth management experience and a CFP designation. Responsibilities include leading client engagements, determining investment allocations, and monitoring client investments. This position offers a competitive salary and a comprehensive rewards package, emphasizing a supportive work culture.
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Position Requirements
10+ Years
work experience
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