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Wealth Management Advisor High Net Worth & Institutional Clients
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-06-23
Listing for:
Relevante
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Relevante is seeking a Financial Consultant to develop client relationships in Cleveland, OH. The role requires collaboration with clients and advising on investment strategies. Candidates should have a bachelor’s degree and extensive experience in financial sales.
Responsibilities include monitoring investment portfolios, establishing trust with clients, and communicating insights regarding investment goals. Ideal candidates will hold relevant certifications and have experience with Salesforce and similar tools.
Benefits include medical and dental insurance, along with profit sharing.
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