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Senior Wealth Advisor & Planning Leader

Job in Mayfield, Cuyahoga County, Ohio, USA
Listing for: Wealth Enhancement Group
Full Time position
Listed on 2026-10-16
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 150000 - 180000 USD Yearly USD 150000.00 180000.00 YEAR
Job Description & How to Apply Below

Wealth Enhancement Group is seeking a VP Financial Advisor in Cleveland, OH to manage client relationships and drive planning-based outcomes. You will source prospects, close leads, and train team members in financial planning and client service.

The role requires licensing (Series 7/66, Series 65), advanced credentials, and a strong background in wealth management. You are expected to contribute to team training and comply with corporate standards.

We are currently recruiting a Senior Wealth Advisor & Planning Leader for our team in Mayfield, OH, United States.

The Senior Wealth Advisor & Planning Leader position in the Finance, Sales field is open for applications.

We have an opening for a Senior Wealth Advisor & Planning Leader in Mayfield, OH, United States within Finance, Sales.

This role, Senior Wealth Advisor & Planning Leader at Wealth Enhancement Group, could be your next move.

Position Requirements
10+ Years work experience
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