Senior Wealth Advisor

GENERAL JOB DESCRIPTION

Location: North Canton, OH

Compensation: $130,000-$160,000

Position Overview

We are teaming up with one of our clients to hire a Senior Wealth Advisor for their team. This Advisor will be responsible for developing and managing relationships with high-net-worth clients while delivering comprehensive financial planning and investment advice. This role requires a proven ability to acquire new clients by leveraging an established professional network and strong community presence.

Our client is a nationally expanding, high-performance firm built for advisors who want more: more sophisticated clients, more advanced planning capabilities, and more opportunity to grow.

Role Summary

The Senior Wealth Advisor serves as the primary point of contact for clients, providing tailored, objective financial guidance aligned with their long-term goals. This position involves proactive client acquisition, ongoing communication, and relationship management to ensure an exceptional client experience.

The advisor delivers integrated wealth management solutions across a broad range of products and services and demonstrates a deep understanding of financial planning concepts. Success in this role also requires the ability to collaborate effectively with clients’ external professional advisors, such as attorneys and accountants, to develop cohesive and comprehensive financial strategies.

MAJOR DUTIES AND RESPONSIBILITIES

• Strive to understand clients' goals and objectives in order to develop personalized, comprehensive financial solutions that will help clients reach financial success.

• Provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of insurance, retirement planning, estate planning, business planning, education funding and investment advisory.

• Deliver objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs. Utilizing planning skills and strategies to meet client needs.

• Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.

• Oversee and facilitate the planning for client financial, estate, gift, and trust planning goals. Present to clients and collaborate with their attorneys and other professional advisors to implement.

• Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals

• Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios.

• Participate in building new client relationships in collaboration with strategic partners.

• Drive discussions and action items related to portfolio management, trading, and rebalances in client portfolios.

• Oversee the process of gathering client tax information, working closely with accountants to discuss tax planning concepts, obtain tax compliance details, cash flows, etc.

• Maintain a comprehensive understanding of the markets, overall economy, and the firm’s investment philosophy and models.

• Tailor and communicate highly technical concepts and action plans in a straightforward manner to allow clients to clearly understand their financial plans and investment portfolios.

• Educate and mentor associates on complex financial planning topics, tax planning strategies, investment management, long-term client relationship development, etc.

• Impact firm marketing efforts through the writing of technical articles, white papers, etc.

EXPERIENCE/CREDENTIALS

• 10 years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience.

• Bachelor’s degree in Accounting or Finance preferred.

• Certified Financial Planner (CFP)

• Investment management, third party certification or licensing by relevant agency or association an added plus

COMPETENCIES

• Working knowledge of planning strategies and solutions

• Ability to work in a team environment, but also comfortable leading the effort when called upon.

• Knowledge of investments and macro-economic as they relate to clients’ investment goals and objectives.

• Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.

• High attention to detail

• Strong organizational, written and oral communication skills

FEATURED BENEFITS:

• Medical Insurance

• Dental Insurance

• Vision Insurance

• 401(k)

• Health Savings Account

• Paid Maternity Leave

• Paid Parental Leave

• Tuition Reimbursement

If you are interested and believe you are a good fit for this position, Apply Today!