Senior Financial Advisor

Overview

A well-established investment management firm in Akron, Ohio is seeking an experienced Wealth Management professional to join its growing advisory team. This is a highly visible, client-facing role ideal for someone who enjoys building long-term relationships, delivering personalized financial advice, and working within a collaborative advisory environment.

The individual in this position will step into an existing book of business
, partnering closely with senior leadership to manage and enhance client relationships while contributing to future growth.

Akron, OH | Investment Management Firm

• Serve as a primary point of contact for private clients, providing ongoing guidance across a wide range of wealth management and financial planning needs

• Manage and grow client relationships through regular reviews, proactive outreach, and thoughtful service

• Develop customized financial plans addressing retirement planning, cash flow analysis, debt strategies, education funding, risk management, and other long-term objectives

• Utilize planning and CRM technology to maintain accurate client records, manage workflows, and support a high-touch service model

• Collaborate with clients  outside advisors—including CPAs, attorneys, and insurance professionals—to ensure a coordinated approach

• Support business development initiatives through established referral relationships and professional networks

• Bachelor s degree with a professional designation such as CFP®, CFA®, or similar
  , or an advanced degree (MBA, J.D., PhD)

• 5+ years of experience in wealth management, financial planning, investment advisory, trust, or related private client services

• Demonstrated experience managing ongoing client relationships

• Strong communication skills and an entrepreneurial, relationship-driven mindset

• Familiarity with financial planning software and CRM systems (Salesforce, Money Guide Pro ) is preferred

• Series 65 license is a plus, but not required

• This role is not intended for candidates coming from a banking-only or transactional background

• Inherit an established and meaningful client base

• Join a collaborative, relationship-focused investment management firm

• Opportunity to make a direct impact on client outcomes and firm growth

• Stable platform with room for professional advancement

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.
Beacon Hill. Employing the Future™