Senior Wealth Advisor

We're hiring a Senior Wealth Advisor on behalf of our client — a well-established wealth management firm in North Canton, Ohio. This is a high-impact client relationship role serving high-net-worth individuals with comprehensive financial planning and investment advisory services.

• Work with a diverse mix of HNW clients across complex planning needs — not a transactional book.
• Join a collaborative team environment where expertise, autonomy, and client outcomes are valued.

• Develop personalized, comprehensive financial plans across retirement, estate, tax, insurance, education, and business planning
• Serve as the primary point of contact for HNW clients, leading meetings at every stage of the wealth planning cycle
• Build and cultivate new client relationships through strategic partnerships and community presence
• Collaborate with a wealth advisor team to deliver customized investment portfolios and portfolio management recommendations
• Coordinate with clients' attorneys, accountants, and other professional advisors to implement planning strategies
• Communicate complex financial concepts clearly and confidently to clients
• Mentor associates on financial planning, tax strategy, investment management, and long-term client relationship development
• Contribute to firm thought leadership through articles and white papers

• CFP required
• 10+ years of experience in financial planning, wealth management, or a related field
• Bachelor's degree in Finance, Accounting, or related discipline preferred
• Proven ability to acquire new clients and build lasting relationships
• Strong knowledge of investment management, tax planning, and estate planning concepts
• Excellent written and verbal communication skills; comfortable presenting to clients and professional advisors
• Team-oriented with the ability to lead when called upon
• Additional certifications or licensing a plus
• 130k-180k salary with bonus
• Medical, dental, and vision insurance
• 401(k)
• Health Savings Account
• Paid parental and maternity leave

Interested? Send me a message — I'd love to tell you more about this opportunity.