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
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business management... ...be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering personalized...SeniorHigh net worthLocal area
- ...nationally recognized wealth management,... ...its search for an SVP, Lead Wealth Advisor to join its Beachwood... ...start, work alongside a highly collaborative team, and... ...established book of high-net-worth client relationships... ...decisions. Monitor portfolio performance and proactively...High net worthWork at officeLocal areaImmediate start
$116k - $216k
...KeyBank is seeking a skilled Sr. KPB Relationship Manager in Pepper Pike, Ohio to serve high net worth clients by advising on banking and investment solutions. The role includes developing strategies based on client goals and coordinating with a relationship team. The...SeniorHigh net worth- Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies. You will leverage your decade of wealth management experience...SeniorHigh net worth
- 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
- ...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
$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 worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Judson Group is seeking an SVP, Lead Wealth Advisor to join its Beachwood, Ohio office. You’ll step into an established client base of 40-50 clients and work with a collaborative team to grow into local leadership within 18-24 months. You’ll provide comprehensive wealth...SeniorWork at officeLocal area
$80k - $150k
...Investment Portfolio Manager Manages and constructs... ...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- ...Administrator for its Private Client Services team in the United States. You will administer a portfolio of revocable, irrevocable, charitable, and other trust accounts for high-net-worth individuals, delivering exceptional client service. The ideal candidate has 3+ years of...SeniorHigh net worth
- Huntington Private Bank is seeking a Wealth Advisor IV to manage a high-net-worth client base, develop comprehensive Wealth Plans, and deliver tailored financial guidance. You will coordinate specialists to fulfill plans, with a focus on growing assets under management...High net worth
- ...position of Associate Wealth Advisor. The individual selected... ...Advisors provide a high level and broad range... ...managing wealth advisor leading relationships with individuals... ..., families and higher net worth clients by providing... ..., including; Portfolio review and construction...High net worthWork experience placement
- ...Private Bank Wealth Advisor IV 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...High net worthWork at officeRemote workWork from homeFlexible hours
$75k - $150k
The industry role of Wealth Advisor resides as a Financial Consultant at Manning & Napier.... ...across various client types (such as high net worth individuals, endowments & foundations,... ...adjustments Monitor client investment portfolios and performance Communicate insights...High net worth$93k - $98k
...Client Services Tax Senior Private Client... ...firm. Offering a high touch approach, we... ...experience serving high net-worth individuals, their... ...clients and their advisors to gather... ...research tools (BNA Portfolio, CCH IntelliConnect... ...Leadership Leads by example, acting...SeniorHigh net worthPrivate practiceWork at office$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 shift$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 shift- 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
- ...Merrill Advisor Development Program - Financial Advisor:... ...Description: Merrill Wealth Management is a leading provider of comprehensive... ...responsible for working with high-net worth individuals identifying... ...your experience to promote portfolio growth. The Merrill...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$75k - $90k
A financial services company is seeking a High Net Worth Personal Lines Account Manager in Cleveland, Ohio. This role requires managing a portfolio of affluent clients, ensuring exceptional client service, and deep knowledge of high-value property and luxury vehicles. The...High net worthRemote jobFull time$130k - $170k
...Job Description Lead Complex Tax Engagements - Senior Tax Manager in Wooster, OH Job Title: Senior... ...In this role, you will oversee a portfolio of complex tax clients, provide strategic... ...: Manage a portfolio of high-net-worth individuals, business owners,...SeniorHigh net worthSeasonal workWork at officeLocal areaImmediate startMonday to Friday- The Portfolio Manager implements MAI’s investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI’s investment platform. DUTIES AND RESPONSIBILITIES Frequent contact with clients through in person...High net worthFlexible hours
- ...University Hospitals Pain Management is looking for a Senior Epic Analyst responsible for designing, configuring, and implementing changes to Epic system applications. This role leads operational teams in analyzing and gathering requirements and includes managing projects...SeniorRemote work
$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...SeniorHigh net worth- Stackline is seeking an Associate Director, Programmatic Media Strategy to lead strategic e-commerce initiatives for a portfolio of brands. You will build trusted client relationships while coordinating with internal teams to launch advertising campaigns and design strategic...SeniorWork at office
- Bookkeeping, Accounting and Auditing Jobs is looking for a Senior Loan Workout Relationship Manager in Cleveland, Ohio. This senior role manages a complex loan portfolio, leading workout activities for high-stakes accounts exceeding $25MM. The ideal candidate will possess...Senior
- PNC is seeking a Senior Brand Consulting Lead to guide brand strategy across consumer retail banking, digital experiences, and product portfolios, translating brand strategy into messaging and cohesive customer experiences. You will influence cross-functional teams, collaborate...Senior
- Parker Hannifin Corporation is looking for a Senior-level Environmental Remediation Project and Program Manager to lead remediation project teams for their global environmental portfolio. This position involves significant project management responsibilities, focusing on...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
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: 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...SeniorHigh net worth
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