Senior Wealth Advisor: Lead High‑Net‑Worth Portfolios
$120k - $130kNFP Corp
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably with a CFP designation. A competitive salary ranging from $120,000 to $130,000, with total compensation up to $260,000, is offered alongside a supportive work environment valuing diversity and team contribution. #J-18808-Ljbffr NFP Corp
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Lead High‑Net‑Worth Portfolios in Beachwood, OH vacancy
$120k - $130k
AON is seeking an experienced Wealth Advisor for its Beachwood, Ohio office. This role involves collaborating with team members to serve the wealth management needs of high net-worth clients. Responsibilities include managing client engagements, executing investment activities...SeniorHigh net worthWork at office- A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial...SeniorHigh net worthRemote jobFlexible hours
- Dormont Manufacturing Co is looking for an experienced Private Bank Wealth Advisor IV in Beachwood, Ohio. This role involves managing relationships with high-net-worth clients and ensuring the delivery of a comprehensive Wealth Plan, focusing on asset management, loans,...SeniorHigh net worthWork at officeRemote workFlexible hours
$156.37k - $273.6k
Northern Trust Corp. is seeking a Senior Portfolio Advisor in Cleveland. The role involves managing investment activities for high net worth clients, contributing to market growth, and developing investment strategies. The successful candidate should have over 12 years...High net worth- ...looking for a professional to manage fiduciary and investment management accounts in Cleveland, Ohio. The role includes supporting high-net-worth clients through detailed administration and compliance, while ensuring a high-quality experience tailored to their goals....SeniorHigh net worth
- ...Banker to provide exceptional service to clients in the U.S. Private Bank. You will manage and maintain client relationships, advise on wealth management strategies, and generate new business. The suitable candidate should possess over 6 years of experience in Private...SeniorHigh net worth
$156.37k - $273.6k
...sophisticated clients using leading technology and exceptional service.SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH: R155148Position... ...investment needs requiring a high level of technical expertise... ...representing large and sensitive high net worth personal trusts and...SeniorHigh net worthWork experience placementH1bLocal areaFlexible hours- recruitometry is seeking a Trusts & Estates Principal Associate in Cleveland, Ohio. This role involves leading complex estate planning and tax engagements for high-net-worth clients. You will collaborate with a team and build long-term relationships while providing...SeniorHigh net worth
- Ralliant Corporation, located in Solon, Ohio, is seeking a Staff Product Manager to lead the strategy for its Precision DC portfolio. This position involves deep customer engagement, market insight, and cross-functional leadership to identify growth opportunities and deliver...Senior
- Jobot is seeking a highly skilled Project Executive to lead complex mechanical/HVAC portfolios across various sectors including commercial and healthcare. The ideal candidate will have 12+ years of experience and thrive in a client-facing role while demonstrating exemplary...Senior
$98.1k - $210k
...investment management accounts for high‑net‑worth clients and beneficiaries,... ...to build and transfer wealth tailored to their goals, delivering... ...to client accounts and portfolios. Identify and develop new... ...Benefits package includes industry‑leading benefits, paid time off, and...SeniorHigh net worthDay shiftBank of America
Cleveland, OH21 hours ago- A leading insurance company is seeking a Senior Personal Lines Account Manager to oversee a portfolio of high-net-worth clients' property and casualty insurance. The ideal candidate will have experience in providing exceptional client service, managing multi-state accounts...SeniorHigh net worth
$128k - $268k
KeyCorp seeks a Family Wealth Investment Consultant Manager in Cleveland, Ohio to lead a team focused on managing customized investment portfolios for ultra-high-net-worth clients. The role combines leadership with client management, ensuring investment excellence and...High net worth$98.1k - $210k
...investment management accounts for high‑net‑worth clients and beneficiaries... ..., assisting clients with wealth planning needs, and managing... ...to client accounts and portfolios Identifies and develops new... ...eligible. We provide industry‑leading benefits, access to paid time...SeniorHigh net worthWork at officeShift workDay shiftCrains Cleveland
Cleveland, OH21 hours ago$130k - $170k
...Lead Complex Tax Engagements — Senior Tax Manager in Wooster, OH Job Title: Senior Tax Manager Pay: $130,... ...In this role, you will oversee a portfolio of complex tax clients, provide strategic... ...You'll Do: Manage a portfolio of high-net-worth individuals, business owners,...SeniorHigh net worthSeasonal workWork at officeImmediate startMonday to FridayStivers Staffing Services
Cleveland, OH3 days ago$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...their financial goals. Leads, coordinates, and assembles the... ...depth knowledge of financial wealth management services and products...SeniorHigh net worthWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Overview The role is a Senior Tax Associate based in Shaker Hights, OH, reporting to a Tax Manager. Responsibilities Contribute to... ...completeness and accuracy, then deliver them to clients. Focus on high‑net‑worth individuals, fiduciary tax, not‑for‑profit compliance, and...SeniorHigh net worthTemporary workWork experience placementWork at officeFlexible hours
Corient Services LLC
Shaker Heights, OH3 days ago - Description Summary The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities Builds relationships...High net worthWork at officeRemote workWork from homeFlexible hours
- TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses...Senior
$110k - $125k
...Senior Tax Associate - Corient (wealth management) Location: Shaker Heights, OH (relocation) Compensation:... ...you want to work alongside wealth advisors, not just behind a screen? If you... .... Communicate directly with ultra‑high‑net‑worth clients – answer questions, provide...SeniorHigh net worthTemporary workWork at officeLocal areaRelocationRelocation packageFrey Consulting Group
Beachwood, OH3 days ago$100k - $250k
...Tax Advisory Group - Manager, Senior Manager, & Vice President... ...Firm: Meaden & Moore is a leading CPA and business consulting... ...expert team — CPAs, CFEs, CFFs, advisors, and auditors — brings deep... ...Group specializes in serving high-net-worth individuals, business owners...SeniorHigh net worthFlexible hours- ...Tax Senior Manager- Personal Tax Advisory Group Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide expertise in individual, fiduciary, and gift tax compliance...SeniorHigh net worth
$100k - $125k
## Senior Tax AssociateApplylocations: US-OH-Shaker Heights-3401 Tuttle-0290time... ...empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a... ...enabling them to preserve their wealth for future generations, and provide for...SeniorHigh net worthPermanent employmentTemporary workWork experience placementWork at officeFlexible hoursCorient Private Wealth LLC.
Shaker Heights, OH4 days ago$80k - $150k
...Investment Portfolio Manager Location: 4900 Tiedeman... ...preferences. Maintains a high level of collaboration... ...breadth and depth of the Wealth Segment suite of... ...Position may manage Portfolio Advisor Associates and/or... ...Experience managing a high-net-worth book of business. Ability...SeniorHigh net worthWork at officeFlexible hours- ...Senior Wealth Manager Lido Advisors is a growing and established wealth management... ...: Deliver a high level of individualized... ..., and ensure client portfolios remain aligned with... ...Deployments: Lead the deployment of investments... ..., and retain high-net-worth clients with a...SeniorHigh net worthFlexible hours
- Penske-Truck-Leasing is seeking a Senior Supply Chain Manager in Beachwood, OH to oversee customer accounts and daily operations. This role will align strategic needs with resource allocation, ensuring operational excellence across all locations. Key responsibilities include...Senior
- PNC Financial Services Group, Inc. in Cleveland, Ohio, is seeking a qualified candidate to provide financial and regulatory reporting, analyze data, and develop methodologies for assessing risk-related aspects of financial products. This role requires a Bachelor's degree...Senior
- A leading architecture firm in Cleveland is seeking a Senior Architect to manage projects and mentor a team. The ideal candidate will have over 10 years of architecture... .... Candidates should submit their resume and portfolio electronically with the job title "Senior...SeniorLocal area
$98.1k - $210k
Bank of America is hiring in Cleveland for a role that involves managing fiduciary and investment management accounts for high-net-worth clients. The successful candidate will oversee trust administration, ensure compliance with regulations, and engage with clients to...SeniorHigh net worth$75k - $90k
NRP Investments LLC in Cleveland is seeking a Senior Property Management Accountant to oversee full-cycle accounting for a diverse multifamily portfolio. In this role, you will ensure the integrity of financial data and support various compliance programs. The ideal candidate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor: Lead High‑Net‑Worth Portfolios. Be the first to apply!
Related searches
- financial associate Beachwood, OH
- financial consultant Beachwood, OH
- financial planning assistant Beachwood, OH
- financial advisor associate Beachwood, OH
- estate planning consultant Beachwood, OH
- jde finance consultant Beachwood, OH
- financial advisor development program Beachwood, OH
- financial planning associate Beachwood, OH
- financial planner Beachwood, OH
- financial counselor Beachwood, OH