We are a full service wealth manager and registered investment advisor in Cleveland and we are seeking an experienced Wealth Advisor to join our growing team.
The Wealth Advisor will work directly with our clients and will assist in managing our expanding business. The ideal candidate for this position is a certified professional (CFP) who has background providing sound financial advice and excellent client service to a wide range of individuals.
The successful candidate joins a highly professional team that provides strategic advice including, but not limited to, cash management, insurance analysis, retirement, tax & estate planning, and investment advisory services.
• Bachelor’s degree in Accounting or Finance
• Certified Financial Planner (CFP) required
• Investment management, third party certification or licensing by relevant agency /association a plus.
• 5-10 years of wealth management experience with an established and portable book of business.
• Deep knowledge of various investment and financial planning topics, a love of sales, a commitment to excellent client service and strong presentation skills.