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Financial Consultant Wealth Management

Wealth Advisor: On-Site, Client-Focused Wealth Strategy

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Ohio seeks a Wealth Advisor to join a dedicated team. The role involves managing complex investment portfolios while providing personalized financial advice to clients. Applicants should possess a Bachelor’s degree, active FINRA Series 7 and 66 licenses, and significant advisory experience. The firm values in-person collaboration and offers a competitive benefits package including 401(k) matching and paid parental leave.
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