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Senior Wealth Management Advisor
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-07-04
Listing for:
VeeRteq Solutions Inc.
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Vee Rteq Solutions Inc. in Cleveland, Ohio, is looking for a seasoned Financial Consultant to develop and maintain relationships with clients while guiding them in wealth management. Candidates should possess a Bachelor’s degree and hold or be willing to pursue necessary financial licenses.
The ideal candidate will bring over 5 years of relevant experience and expertise in investment strategies, Salesforce, and financial planning software. A competitive compensation package is on offer, alongside opportunities for professional growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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