What are the responsibilities and job description for the Senior Wealth Advisor position at The Well?
Senior Wealth Advisor | North Canton, OH | On-site
We're hiring a Senior Wealth Advisor on behalf of our client — a well-established wealth management firm in North Canton, Ohio. This is a high-impact client relationship role serving high-net-worth individuals with comprehensive financial planning and investment advisory services.
* Work with a diverse mix of HNW clients across complex planning needs — not a transactional book.
* Join a collaborative team environment where expertise, autonomy, and client outcomes are valued.
What You'll Do
- Develop personalized, comprehensive financial plans across retirement, estate, tax, insurance, education, and business planning
- Serve as the primary point of contact for HNW clients, leading meetings at every stage of the wealth planning cycle
- Build and cultivate new client relationships through strategic partnerships and community presence
- Collaborate with a wealth advisor team to deliver customized investment portfolios and portfolio management recommendations
- Coordinate with clients' attorneys, accountants, and other professional advisors to implement planning strategies
- Communicate complex financial concepts clearly and confidently to clients
- Mentor associates on financial planning, tax strategy, investment management, and long-term client relationship development
- Contribute to firm thought leadership through articles and white papers
What We're Looking For
- CFP required
- 10 years of experience in financial planning, wealth management, or a related field
- Bachelor's degree in Finance, Accounting, or related discipline preferred
- Proven ability to acquire new clients and build lasting relationships
- Strong knowledge of investment management, tax planning, and estate planning concepts
- Excellent written and verbal communication skills; comfortable presenting to clients and professional advisors
- Team-oriented with the ability to lead when called upon
- Additional certifications or licensing a plus
Benefits
- Medical, dental, and vision insurance
- 401(k)
- Health Savings Account
- Paid parental and maternity leave
- Tuition reimbursement
Interested? Send me a message — I'd love to tell you more about this opportunity.