Wealth Management Advisor

🔹 Key Responsibilities: Manage and develop relationships with high-net-worth individuals and institutional clients. Provide investment advisory and wealth management solutions. Develop customized financial and retirement plans. Monitor investment portfolios and communicate performance updates. Advise clients on estate planning, tax strategies, and insurance needs. Identify and pursue new business opportunities. Grow the client base through relationship building and consultative sales. Maintain client relationships and prospect activities using Salesforce CRM.

🔹 What We're Looking For: Bachelor's degree or higher.5+ years of experience in Wealth Management, Financial Advisory, or Investment Consulting. Experience working with high-net-worth clients. Series 7 & 66 or Series 6, 63 & 65 licenses (or willingness to obtain upon hire).CFP® designation preferred. Strong business development and client relationship management skills. Salesforce and LinkedIn Sales Navigator experience preferred. Must be based in Cleveland, OH.

🎯 What We Offer: Competitive base salary of $75K–$150K.Additional performance-based incentives and commissions. Medical, Dental & Vision Insurance.401(k) with Employer Match. HSA Contributions. Paid Volunteer Days. Tuition Assistance and Gym Reimbursement.