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Senior Wealth Manager: Client & Financial Planning

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Creative Planning Advisor Services, LLC
Full Time position
Listed on 2026-06-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Manager: Client Growth & Financial Planning

Creative Planning Advisor Services, LLC is looking for a Wealth Manager to work directly with clients, developing and implementing financial, investment, insurance, tax, and estate planning strategies. This role requires strong business development skills and the ability to present services clearly.

Ideal candidates have extensive experience in financial services and direct sales, with a focus on accuracy and detail. A bachelor’s degree in a relevant field is required, with a preference for those holding graduate degrees.

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Position Requirements
10+ Years work experience
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