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Senior Wealth Advisor — Hybrid, Client & Planning
Job in
Independence, Cuyahoga County, Ohio, 44131, USA
Listed on 2026-05-28
Listing for:
The Strategic Implementer
Full Time
position Listed on 2026-05-28
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy approach. The company provides competitive benefits, including health insurance and a 401(k).
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Position Requirements
10+ Years
work experience
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