Director Wealth Management - Succession Planning (Greater Cleveland)

Senior Wealth Advisor

Succession Planning

Overview

Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).

• Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
• Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
• Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
• Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.

Requirements

• 15+ years of wealth management experience, leading client relationships with high net worth clientele
• Ideally located in northeast Ohio area

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