Senior Wealth Advisor | North Canton, OH | $130K–$180K + Bonus + Sign-on Bonus
Ready to stop managing a book and start building a legacy?
We're partnering with a well-established wealth management firm in North Canton, OH to find a Senior Wealth Advisor ready to own high-impact relationships — not chase transactions.
This is a seat for someone who wants autonomy without the isolation — backed by a collaborative team, a real planning infrastructure, and clients who value depth over speed.
What makes this different:
- A genuinely diverse HNW book — retirement, estate, tax, insurance, education, and business planning all in play
- You're the primary relationship owner, leading clients through every stage of the planning cycle
- Room to build — cultivate new relationships through strategic partnerships and community presence
- A wealth advisor team behind you for portfolio construction and management
- A seat at the table to mentor associates and shape how the next generation plans
- Visibility beyond your book — contribute to firm thought leadership through articles and white papers
What you bring:
- CFP Preferred
- 10+ years in financial planning, wealth management, or related field
- Bachelor's in Finance, Accounting, or related field preferred
- A track record of winning new clients and keeping them
- Strong command of investment, tax, and estate planning concepts
- The presence to communicate complex strategy clearly — to clients and to their attorneys/CPAs alike
- A collaborator who can lead when it counts
What's in it for you:
- $130K–$180K base + bonus + Signing Bonus
- Medical, dental, vision
- 401(k)
- HSA
- Paid parental & maternity leave
- Tuition reimbursement
- Sign-on Bonus available
If you want deeper client relationships, real planning latitude, and a team that has your back — let's talk.
Send me a message. I'd love to tell you more.
This listing is sourced from a third-party job board. Applying will redirect you to the original posting.