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Senior Wealth Advisor (North Canton)

Full-time

The Well

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:

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

What you bring:

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

What's in it for you:

  • $130K–$180K base + bonus + Signing Bonus
  • Medical, dental, vision
  • 401(k)
  • HSA
  • Paid parental & maternity leave
  • Tuition reimbursement
  • Sign-on Bonus available

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.

Vacancy posted more than 2 months ago

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