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Senior VP Client Advisor – Private Wealth & Family Office
Job in
Reno, Washington County, Ohio, 45773, USA
Listed on 2026-04-17
Listing for:
Whittier Trust Company
Full Time
position Listed on 2026-04-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm located in Ohio is seeking an experienced professional with 10-15 years of experience in wealth management. The ideal candidate will possess strong client service skills and a track record in new business development. Responsibilities include managing legal documents related to trusts and coordinating with various company departments. The position offers a competitive salary ranging from $130,000 to $220,000, alongside benefits like performance bonuses and a robust retirement plan.
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Position Requirements
10+ Years
work experience
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