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Wealth Advisor
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Job Location: Cleveland, OH
JOB DESCRIPTION

Job #: 15502
Title: Wealth Advisor
Job Location: Cleveland, Ohio - United States
Employment Type:
Salary: $130,000.00 - $250,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Local
Important to have experience in the Cleveland market
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Advisor - Cleveland, OH - 5-75mm clientele

Top Tier Wealth Management Firm seeks New Business Wealth Advisor to help grow, deepen and retain their high net worth client relationships in Cleveland, OH.

  • Will consider candidates from Banks, RIAs, Law or CPA Firms, with a planning background and track record of developing new business
  • Competitive base salary, incentives, compensation, and opportunity for long term career advancement
JOB DESCRIPTION

  • Drive business and develop relationships with prospective high net worth clients
  • Handle complex wealth and relationship management issues
  • Build a team of Banking, Trust and Investment professionals to ensure the client is surrounded with subject matter experts in all areas of Wealth Management
QUALIFICATIONS

  • 8+ years of high net worth wealth management and new business experience
  • JD, CFA, or CFP preferred

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