Wealth Advisor

Twitter Facebook
Cleveland, OH
Job Type
Direct Hire
Aug 12, 2018
Job ID
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.
  • 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
  • 8+ years of high net worth wealth management and new business experience 
  • JD, CFA, or CFP preferred
  • 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