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Senior Financial Advisor – Goals- Wealth Strategy
Job in
Pepper Pike, Cuyahoga County, Ohio, USA
Listed on 2025-12-31
Listing for:
Bank of America
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: Pepper Pike
A leading financial services firm seeks an experienced Financial Advisor to provide comprehensive wealth management solutions. The ideal candidate will have at least 5 years of experience, a transportable practice with a minimum of $1MM in production, and strong skills in client portfolio management and business development. The role includes delivering tailored financial strategies and maintaining strong relationships within the team.
Benefits include a competitive salary and industry-leading benefits package.
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Position Requirements
10+ Years
work experience
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