Senior Wealth Advisor

Job Description

Senior Wealth Advisor | North Canton, OH | $130K–$180K + Bonus + Sign-on Bonus

Ready to stop managing a book and start building a legacy?

We're partnering with a well-established wealth management firm in North Canton, OH to find a Senior Wealth Advisor ready to own high-impact relationships — not chase transactions.

This is a seat for someone who wants autonomy without the isolation — backed by a collaborative team, a real planning infrastructure, and clients who value depth over speed.

What makes this different:

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• A genuinely diverse HNW book — retirement, estate, tax, insurance, education, and business planning all in play
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• You're the primary relationship owner, leading clients through every stage of the planning cycle
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• Room to build — cultivate new relationships through strategic partnerships and community presence
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• A wealth advisor team behind you for portfolio construction and management
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• A seat at the table to mentor associates and shape how the next generation plans
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• Visibility beyond your book — contribute to firm thought leadership through articles and white papers
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What you bring:

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• CFP Preferred
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• 10+ years in financial planning, wealth management, or related field
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• Bachelor's in Finance, Accounting, or related field preferred
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• A track record of winning new clients and keeping them
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• Strong command of investment, tax, and estate planning concepts
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• The presence to communicate complex strategy clearly — to clients and to their attorneys/CPAs alike
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• A collaborator who can lead when it counts
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What's in it for you:

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• $130K–$180K base + bonus + Signing Bonus
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• Medical, dental, vision
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• 401(k)
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• HSA
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• Paid parental & maternity leave
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• Tuition reimbursement
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• Sign-on Bonus available
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If you want deeper client relationships, real planning latitude, and a team that has your back — let's talk.

Send me a message. I'd love to tell you more.