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Associate Advisor

Employer
Fairport Wealth
Location
Cleveland, Ohio
Salary
$60,000-$75,000+ based on experience and qualifications, + benefits
Closing date
Nov 28, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing
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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.

Find Us
Website:
Telephone
216.431.3000
Location
1350 Euclid Ave
Suite 400
Cleveland
OH
44115
United States
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