Associate Advisor
- Employer
- Fairport Wealth
- Location
- Cleveland, Ohio
- Salary
- $60,000-$75,000+ based on experience and qualifications, + benefits
- Closing date
- Nov 28, 2021
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- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
Job Details
Fairport & Luma Wealth are looking for an Associate Advisor responsible for maintaining our standard of client experience and represent our purpose of Inspiring Families. The Associate Advisor will be responsible for preparing core deliverables as part of holistic wealth management team, providing solutions to clients and their families. The Associate Advisor will serve as second or third chair on relationships with Advisors and Senior Advisors who have primary client responsibilities and may gain primary client responsibility over time.
Company
Fairport Wealth inspires families. To chase your dreams. To live with purpose. To create a legacy. To be your best self.
Fairport provides comprehensive wealth advice and education for high net worth families. We lead the coordinated implementation of our clients’ investment plans, taking into account clients’ net worth, cash flow needs and asset allocation strategies. Our clients value our depth of talent and experience, along with our collaborative and approachable style.
- Website
- https://fairportwealth.com/
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